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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
99+ 0.28% |
$3.64K - $3.83K
|
35.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.04K- 34.55% |
$75.1K - $79K
|
3.87K
$146K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
856New |
$31.5K - $33.1K
|
856
$32.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 9.29% |
$1.44M - $1.51M
|
460K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.6KNew |
$649K - $682K
|
17.6K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.79% |
$662 - $697
|
2.29K
$86.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.68% |
$442 - $465
|
1.77K
$66.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-175- 47.55% |
$6.44K - $6.77K
|
193
$7.29K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 1.46% |
$2.02K - $2.13K
|
3.83K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61New |
$2.24K - $2.36K
|
61
$2.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 8.89% |
$80.7K - $84.9K
|
26.8K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
147KNew |
$5.4M - $5.69M
|
147K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3K- 5.26% |
$110K - $116K
|
54.1K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
395+ 2.52% |
$14.5K - $15.3K
|
16.1K
$607K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-234- 0.65% |
$8.61K - $9.06K
|
35.9K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.35KNew |
$234K - $246K
|
6.35K
$240K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50+ 37.88% |
$1.84K - $1.94K
|
182
$6.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.59K- 4.74% |
$169K - $178K
|
92.3K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 29.83% |
$71.1K - $74.7K
|
8.4K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$8.65K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
971+ 97100.0% |
$35.7K - $37.6K
|
972
$36.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.36% |
$2.17K - $2.28K
|
16.5K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.84% |
$147 - $155
|
480
$18.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-123- 1.81% |
$4.53K - $4.76K
|
6.67K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.04K- 9.56% |
$38.4K - $40.4K
|
9.87K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.97K+ 30.25% |
$293K - $308K
|
34.3K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.37K- 43.79% |
$161K - $169K
|
5.6K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9+ 0.16% |
$331 - $348
|
5.78K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 0.16% |
$368 - $387
|
6.42K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
235+ 2.38% |
$8.65K - $9.1K
|
10.1K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.23K+ 8.15% |
$45.1K - $47.4K
|
16.3K
$614K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.42% |
$184 - $194
|
1.18K
$44.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 3.27% |
$7.36K - $7.74K
|
5.92K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26+ 0.37% |
$957 - $1.01K
|
7K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 29.87% |
$472K - $497K
|
30.1K
$1.14M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
33New |
$1.18K - $1.23K
|
33
$1.25K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 1789.47% |
$60.6K - $63.1K
|
1.8K
$67.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 44.35% |
$427K - $445K
|
39K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$35.7 - $37.1
|
1
$37.8
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 5.03% |
$10.6K - $11.1K
|
6.22K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 19.98% |
$47.3K - $49.2K
|
7.96K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.06KNew |
$287K - $299K
|
8.06K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 205.67% |
$913K - $950K
|
38K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 34.61% |
$140K - $146K
|
7.44K
$281K
|
|