Latest Institutional Transactions on Ishares Tr Core Conservative A (AOK)
This table provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.92KNew |
$71.7K - $74.3K
|
1.92K
$72.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-380- 5.61% |
$14.2K - $14.7K
|
6.4K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9KNew |
$1.41M - $1.46M
|
37.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
17.9KNew |
$668K - $692K
|
17.9K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 1.55% |
$895 - $927
|
1.53K
$57.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.36% |
$298 - $309
|
347
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-15- 0.26% |
$560 - $580
|
5.82K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28+ 0.46% |
$1.04K - $1.08K
|
6.1K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-3.3K- 13.52% |
$123K - $127K
|
21.1K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.96K+ 31.37% |
$73.2K - $75.9K
|
8.22K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 26.25% |
$632K - $655K
|
47.6K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-909- 53.72% |
$33.9K - $35.1K
|
783
$29.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.89% |
$37.3 - $38.6
|
113
$4.27K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$622K - $644K
|
16.7K
$630K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.41K+ 0.94% |
$52.5K - $54.4K
|
152K
$5.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4+ 2.7% |
$149 - $155
|
152
$5.75K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-266- 13.8% |
$9.79K - $10.3K
|
1.66K
$62.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 5.67% |
$589 - $619
|
298
$11.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
270+ 3.4% |
$9.94K - $10.5K
|
8.21K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-155- 27.34% |
$5.7K - $6K
|
412
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 47.58% |
$177K - $186K
|
14.9K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 8.99% |
$744K - $783K
|
205K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$389K - $409K
|
10.6K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.4KNew |
$1.49M - $1.56M
|
40.4K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-67.7K- 73.96% |
$2.49M - $2.62M
|
23.8K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.2K+ 107.22% |
$376K - $395K
|
19.7K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-10.3K- 36.13% |
$379K - $398K
|
18.2K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 17.31% |
$144K - $151K
|
26.4K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
224+ 0.89% |
$8.24K - $8.67K
|
25.3K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 88.89% |
$294 - $310
|
1
$37.8
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 1.75% |
$44.1K - $46.4K
|
69.7K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 0.77% |
$552 - $581
|
1.95K
$73.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.81K+ 37.58% |
$361K - $380K
|
35.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-385- 2.49% |
$14.2K - $14.9K
|
15.1K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.17K- 8.18% |
$117K - $123K
|
35.5K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.4K- 54.56% |
$1.01M - $1.06M
|
22.8K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 23.9% |
$540K - $568K
|
46.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.8K- 58.33% |
$764K - $804K
|
14.8K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.61K- 51.4% |
$59.3K - $62.4K
|
1.52K
$57.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.59K- 3.78% |
$242K - $255K
|
168K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 12.35% |
$470K - $494K
|
90.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
749+ 6.47% |
$27.6K - $29K
|
12.3K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.15K- 7.61% |
$190K - $200K
|
62.5K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.28K- 9.65% |
$47.3K - $49.7K
|
12K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
858New |
$31.6K - $33.2K
|
858
$32.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.12K- 32.12% |
$152K - $159K
|
8.7K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 15.69% |
$465K - $489K
|
93.1K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$331 - $348
|
12.4K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.9K- 30.48% |
$180K - $190K
|
11.2K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.93K+ 45.3% |
$108K - $113K
|
9.4K
$355K
|
|