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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
114KNew |
$3.65M - $3.95M
|
114K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
440+ 100.0% |
$14.1K - $15.3K
|
880
$33.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.37K- 24.7% |
$173K - $187K
|
16.4K
$619K
|
|
|
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
$84.5K
|
|
|
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
$3.84M
|
|
|
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
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
9.7KNew |
$312K - $338K
|
9.7K
$367K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 9.74% |
$41.4K - $44.8K
|
11.9K
$452K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.14K+ 3.42% |
$36.8K - $39.8K
|
34.6K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
67+ 268.0% |
$2.15K - $2.33K
|
92
$3.48K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10.9KNew |
$349K - $378K
|
10.9K
$411K
|
|
|
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
$6.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
28.3KNew |
$911K - $986K
|
28.3K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-85- 0.98% |
$2.73K - $2.96K
|
8.55K
$323K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24.2KNew |
$777K - $842K
|
24.2K
$914K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$965 - $1.04K
|
30
$1.13K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.55K- 10.79% |
$115K - $127K
|
29.3K
$1.11M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155New |
$5.03K - $5.57K
|
155
$5.86K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-305- 0.47% |
$9.9K - $11K
|
64.7K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3KNew |
$97.4K - $108K
|
3K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.33% |
$64.3K - $71.2K
|
35.2K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
569New |
$18.5K - $20.5K
|
569
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.72KNew |
$251K - $278K
|
7.72K
$292K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 58.97% |
$333K - $368K
|
7.13K
$270K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.32% |
$4.87K - $5.39K
|
46.8K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 4.26% |
$36.1K - $40K
|
25K
$945K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78K- 20.83% |
$57.9K - $64.1K
|
6.78K
$256K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
19.7K+ 9.32% |
$639K - $707K
|
231K
$8.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58KNew |
$116K - $129K
|
3.58K
$135K
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
7.09KNew |
$230K - $255K
|
7.09K
$268K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
285New |
$9.25K - $10.2K
|
285
$10.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
44+ 0.57% |
$1.43K - $1.58K
|
7.76K
$294K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 0.56% |
$1.33K - $1.47K
|
7.29K
$276K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-800- 11.23% |
$26K - $28.8K
|
6.32K
$239K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.55KClosed |
$324K - $361K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.49K- 99.62% |
$152K - $170K
|
17
$643
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
519KNew |
$17.6M - $19.6M
|
519K
$19.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6Closed |
$203 - $227
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$239K - $267K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.53KClosed |
$255K - $284K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.95KClosed |
$201K - $225K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.61% |
$271 - $302
|
1.33K
$50.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4KClosed |
$136K - $151K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21KClosed |
$711K - $793K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900New |
$30.5K - $34K
|
900
$34K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.7KNew |
$1.11M - $1.24M
|
32.7K
$1.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.3KNew |
$619K - $690K
|
18.3K
$691K
|
|