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 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 13.86% |
$32.7K - $34.4K
|
5.52K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8KNew |
$876K - $921K
|
23.8K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24KNew |
$193K - $203K
|
5.24K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61New |
$2.24K - $2.36K
|
61
$2.46K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
474+ 3.65% |
$17.4K - $18.3K
|
13.4K
$541K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-9.47K- 97.64% |
$348K - $367K
|
229
$9.22K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.84% |
$147 - $155
|
480
$19.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.78K- 34.93% |
$213K - $224K
|
10.8K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.37K- 43.79% |
$161K - $169K
|
5.6K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 0.16% |
$368 - $387
|
6.42K
$258K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.42% |
$184 - $194
|
1.18K
$47.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 3.27% |
$7.36K - $7.74K
|
5.92K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-243- 3.2% |
$8.94K - $9.41K
|
7.34K
$295K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.8KNew |
$777K - $809K
|
21.8K
$877K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
33New |
$1.18K - $1.23K
|
33
$1.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$11.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 19.98% |
$47.3K - $49.2K
|
7.96K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.86KNew |
$280K - $292K
|
7.86K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$1.06M - $1.1M
|
29.7K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.28KNew |
$45.6K - $47.5K
|
1.28K
$51.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.08% |
$35.7 - $37.1
|
1.2K
$48.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$998 - $1.03K
|
28
$1.13K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.09% |
$250 - $258
|
650
$26.2K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.7KNew |
$2.52M - $2.6M
|
70.7K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 15.74% |
$51.4K - $53.1K
|
7.71K
$310K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43KNew |
$50.8K - $52.5K
|
1.43K
$57.4K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312New |
$11.1K - $11.5K
|
312
$12.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$2.14K - $2.21K
|
60
$2.42K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.03KNew |
$215K - $222K
|
6.03K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-67- 1.0% |
$2.39K - $2.47K
|
6.64K
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
702New |
$25K - $25.9K
|
702
$28.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29KNew |
$1.03M - $1.07M
|
29K
$1.17M
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-53.8KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.7KNew |
$355K - $388K
|
10.7K
$430K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$9.19K - $10.1K
|
277
$11.1K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.11KNew |
$203K - $222K
|
6.11K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
288New |
$9.55K - $10.5K
|
288
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 79.71% |
$730K - $799K
|
5.6K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
551New |
$18.3K - $20K
|
551
$22.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 1.35% |
$5.8K - $6.35K
|
13.1K
$529K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.33K - $1.45K
|
40
$1.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95KNew |
$197K - $216K
|
5.95K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.36K+ 18.72% |
$45K - $49.3K
|
8.61K
$346K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.7KNew |
$553K - $605K
|
16.7K
$671K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$279K
|
|