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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.72KClosed |
$243K - $285K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-1.16KClosed |
$40.8K - $42K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.41KClosed |
$84.6K - $86.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10Closed |
$343 - $354
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20.7KClosed |
$676K - $715K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-1.63KClosed |
$53.2K - $56.3K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-19.9KClosed |
$649K - $686K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140Closed |
$4.57K - $4.83K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-2Closed |
$65.3 - $69
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9.38KNew |
$306K - $324K
|
9.38K
$352K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.97KClosed |
$293K - $310K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-148KClosed |
$4.8M - $5.07M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31KClosed |
$42.5K - $44.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.6KClosed |
$51.8K - $54.7K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-425Closed |
$13.8K - $14.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-458Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.09KClosed |
$70.4K - $71.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
6.14KNew |
$207K - $211K
|
6.14K
$231K
|
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-402Closed |
$13.6K - $13.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22Closed |
$742 - $756
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.37KClosed |
$46.3K - $47.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-47Closed |
$1.59K - $1.62K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.88KClosed |
$63.4K - $64.6K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.49KClosed |
$220K - $223K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.87KClosed |
$199K - $201K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27.2KClosed |
$921K - $935K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.57KNew |
$87K - $90.5K
|
2.57K
$96.6K
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1Closed |
$33.9 - $35.2
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.7KClosed |
$294K - $307K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 06, 2018
Q4 2017
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.87KClosed |
$236K - $239K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$34.4 - $34.5
|
1
$37.6
|
|