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 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.64KClosed |
$301K - $309K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.23KClosed |
$363K - $373K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.62KClosed |
$379K - $389K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.44KClosed |
$215K - $219K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-705Closed |
$27.8K - $28.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-43KClosed |
$1.7M - $1.74M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-245Closed |
$9.68K - $9.89K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.5KClosed |
$257K - $263K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.82KClosed |
$190K - $195K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.9KClosed |
$113K - $115K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-221Closed |
$8.58K - $8.8K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.58KClosed |
$217K - $222K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
12+ 30.0% |
$466 - $478
|
52
$1.97K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-750Closed |
$29.1K - $29.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9.08KClosed |
$352K - $361K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$390K - $400K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770Closed |
$29.4K - $30.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18KClosed |
$687K - $705K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-34.7KClosed |
$1.33M - $1.36M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$959K - $984K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$6.92K - $7.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-343Closed |
$13.1K - $13.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-800Closed |
$30.6K - $31.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23Closed |
$879 - $902
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-337Closed |
$12.9K - $13.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
25.4K+ 329.87% |
$971K - $996K
|
33.1K
$1.25M
|
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-6.08KClosed |
$232K - $238K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.64KClosed |
$207K - $219K
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270New |
$9.93K - $10.5K
|
270
$10.2K
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161Closed |
$5.92K - $6.24K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-357Closed |
$13.1K - $13.8K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-61.8KClosed |
$2.27M - $2.4M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-85Closed |
$3.13K - $3.29K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-15.2KClosed |
$552K - $577K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.3KNew |
$591K - $617K
|
16.3K
$615K
|
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.35KClosed |
$267K - $279K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.56KClosed |
$166K - $173K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-220- 12.82% |
$7.35K - $8.08K
|
1.5K
$56.6K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.4KClosed |
$46.6K - $51.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.04KClosed |
$34.7K - $38.2K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-213Closed |
$7.11K - $7.82K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-7.94KClosed |
$250K - $293K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-236KClosed |
$7.43M - $8.71M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.44KClosed |
$109K - $127K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-75Closed |
$2.36K - $2.77K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-14Closed |
$441 - $517
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-56.1KClosed |
$1.77M - $2.07M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.71KClosed |
$274K - $322K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-528Closed |
$16.6K - $19.5K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.72KClosed |
$243K - $285K
|
0
$0
|
|