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 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 3.61% |
$7.59K - $7.98K
|
5.99K
$226K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$271 - $285
|
8
$302
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3- 0.04% |
$102 - $107
|
7.15K
$270K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.25K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.28KNew |
$251K - $258K
|
7.28K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$208K - $213K
|
6.02K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
315New |
$10.9K - $11.2K
|
315
$11.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$138 - $142
|
904
$34.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 2.37% |
$2.42K - $2.48K
|
2.89K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.12K- 11.57% |
$38.8K - $39.8K
|
8.58K
$324K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$2.45K - $2.51K
|
71
$2.68K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$863 - $885
|
1.46K
$55.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.38K- 5.36% |
$47.5K - $48.7K
|
24.3K
$918K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601New |
$20.3K - $21.3K
|
601
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
270KNew |
$9.13M - $9.59M
|
270K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-755- 2.34% |
$25.5K - $26.8K
|
31.5K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95KNew |
$235K - $247K
|
6.95K
$262K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
290New |
$9.8K - $10.3K
|
290
$11K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
39+ 16.25% |
$1.32K - $1.38K
|
279
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26+ 1.29% |
$878 - $923
|
2.05K
$77.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
590New |
$19.9K - $20.9K
|
590
$22.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.28KNew |
$280K - $294K
|
8.28K
$313K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.9KNew |
$64.2K - $67.5K
|
1.9K
$71.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$13.5K - $14.2K
|
400
$15.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.86KNew |
$198K - $208K
|
5.86K
$221K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42New |
$1.35K - $1.46K
|
42
$1.59K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2KNew |
$64.3K - $69.6K
|
2K
$75.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
929New |
$29.9K - $32.3K
|
929
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
168New |
$5.4K - $5.85K
|
168
$6.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
618+ 37.68% |
$19.9K - $21.5K
|
2.26K
$85.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-128K- 94.74% |
$4.11M - $4.45M
|
7.11K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
19.1KNew |
$613K - $664K
|
19.1K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
114KNew |
$3.65M - $3.95M
|
114K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 24.7% |
$173K - $187K
|
16.4K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
440+ 100.0% |
$14.1K - $15.3K
|
880
$33.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$911K - $986K
|
28.3K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.23KNew |
$71.8K - $77.8K
|
2.23K
$84.3K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-372- 99.73% |
$12K - $13K
|
1
$37.8
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
101KNew |
$3.26M - $3.53M
|
101K
$3.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
51.4KNew |
$1.65M - $1.79M
|
51.4K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.14K+ 3.42% |
$36.8K - $39.8K
|
34.6K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 9.74% |
$41.4K - $44.8K
|
11.9K
$451K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.7KNew |
$312K - $338K
|
9.7K
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
67+ 268.0% |
$2.15K - $2.33K
|
92
$3.47K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10.9KNew |
$349K - $378K
|
10.9K
$410K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-22.6K- 5.3% |
$728K - $789K
|
405K
$15.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160K+ 58252.19% |
$5.13M - $5.56M
|
160K
$6.04M
|
|