Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)
This list provides information on the latest institutional transactions involving Ishares Tr Core Conservative A (AOK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 2.81% |
$1.21K - $1.28K
|
1.21K
$45.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 1.84% |
$1.03K - $1.08K
|
1.55K
$58K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26+ 0.37% |
$957 - $1.01K
|
7K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.79% |
$662 - $697
|
2.29K
$85.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 5.67% |
$589 - $619
|
298
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16+ 0.23% |
$589 - $619
|
7.1K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 0.77% |
$552 - $581
|
1.95K
$73.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.68% |
$442 - $465
|
1.77K
$66.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$331 - $348
|
12.4K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9+ 0.16% |
$331 - $348
|
5.78K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.42% |
$294 - $310
|
339
$12.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.92% |
$147 - $155
|
438
$16.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.84% |
$147 - $155
|
480
$18K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 1.0% |
$36.8 - $38.7
|
101
$3.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.9% |
$36.8 - $38.7
|
112
$4.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$1.06M - $1.1M
|
29.7K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 205.67% |
$913K - $950K
|
38K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12K+ 44.35% |
$427K - $445K
|
39K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.06KNew |
$287K - $299K
|
8.06K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.86KNew |
$280K - $292K
|
7.86K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
6.87KNew |
$245K - $255K
|
6.87K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.73K+ 2.1% |
$240K - $250K
|
328K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$193K - $201K
|
5.42K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.43K+ 26.85% |
$86.8K - $90.4K
|
11.5K
$431K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 1789.47% |
$60.6K - $63.1K
|
1.8K
$67.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 19.98% |
$47.3K - $49.2K
|
7.96K
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.28KNew |
$45.6K - $47.5K
|
1.28K
$47.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 14.89% |
$35.7K - $37.1K
|
7.72K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 5.03% |
$10.6K - $11.1K
|
6.22K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
281New |
$10K - $10.4K
|
281
$10.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
61+ 35.26% |
$2.18K - $2.26K
|
234
$8.77K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
33New |
$1.18K - $1.23K
|
33
$1.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$35.7 - $37.1
|
1
$37.5
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.82% |
$35.7 - $37.1
|
56
$2.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.08% |
$35.7 - $37.1
|
1.2K
$44.8K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.7KNew |
$2.52M - $2.6M
|
70.7K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
29KNew |
$1.03M - $1.07M
|
29K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.21K+ 132.21% |
$293K - $302K
|
14.4K
$540K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.03KNew |
$215K - $222K
|
6.03K
$226K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43KNew |
$50.8K - $52.5K
|
1.43K
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
971+ 3.11% |
$34.6K - $35.8K
|
32.2K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
773+ 13.18% |
$27.6K - $28.5K
|
6.64K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
702New |
$25K - $25.9K
|
702
$26.3K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
693+ 6.48% |
$24.7K - $25.5K
|
11.4K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
553New |
$19.7K - $20.4K
|
553
$20.7K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312New |
$11.1K - $11.5K
|
312
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$2.14K - $2.21K
|
60
$2.25K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$998 - $1.03K
|
28
$1.05K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.09% |
$250 - $258
|
650
$24.3K
|
|