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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
317KNew |
$10.5M - $11.5M
|
317K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$3.34M - $3.65M
|
101K
$3.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
38.4KNew |
$1.27M - $1.39M
|
38.4K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 189.08% |
$604K - $661K
|
27.8K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
16.7KNew |
$553K - $605K
|
16.7K
$624K
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.7KNew |
$355K - $388K
|
10.7K
$400K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.11KNew |
$203K - $222K
|
6.11K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95KNew |
$197K - $216K
|
5.95K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.66KNew |
$188K - $205K
|
5.66K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5.15K+ 1552.41% |
$171K - $187K
|
5.49K
$206K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.77K+ 182.14% |
$92K - $101K
|
4.3K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.36K+ 18.72% |
$45K - $49.3K
|
8.61K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
885New |
$29.4K - $32.1K
|
885
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
551New |
$18.3K - $20K
|
551
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
288New |
$9.55K - $10.5K
|
288
$10.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$9.19K - $10.1K
|
277
$10.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 1.35% |
$5.8K - $6.35K
|
13.1K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.33K - $1.45K
|
40
$1.5K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
11KNew |
$373K - $393K
|
11K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$235K - $247K
|
6.93K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
751New |
$25.4K - $26.8K
|
751
$28.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575New |
$19.5K - $20.5K
|
575
$21.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263+ 2.4% |
$8.91K - $9.37K
|
11.2K
$420K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13+ 9.63% |
$440 - $463
|
148
$5.54K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$271 - $285
|
8
$300
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.28KNew |
$251K - $258K
|
7.28K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$208K - $213K
|
6.02K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
315New |
$10.9K - $11.2K
|
315
$11.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$2.45K - $2.51K
|
71
$2.66K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$1.14K - $1.17K
|
33
$1.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$138 - $142
|
904
$33.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
270KNew |
$9.13M - $9.59M
|
270K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.28KNew |
$280K - $294K
|
8.28K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95KNew |
$235K - $247K
|
6.95K
$260K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.86KNew |
$198K - $208K
|
5.86K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.9KNew |
$64.2K - $67.5K
|
1.9K
$71.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
601New |
$20.3K - $21.3K
|
601
$22.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
590New |
$19.9K - $20.9K
|
590
$22.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$13.5K - $14.2K
|
400
$15K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
290New |
$9.8K - $10.3K
|
290
$10.9K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
39+ 16.25% |
$1.32K - $1.38K
|
279
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26+ 1.29% |
$878 - $923
|
2.05K
$76.7K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160K+ 58252.19% |
$5.13M - $5.56M
|
160K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
114KNew |
$3.65M - $3.95M
|
114K
$4.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
101KNew |
$3.26M - $3.53M
|
101K
$3.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
51.4KNew |
$1.65M - $1.79M
|
51.4K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$911K - $986K
|
28.3K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
28.3KNew |
$911K - $986K
|
28.3K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24.2KNew |
$777K - $842K
|
24.2K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
19.1KNew |
$613K - $664K
|
19.1K
$714K
|
|