Latest Institutional Purchases of Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

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 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
751
New
$25.4K - $26.8K
751 $27.8K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
263
+ 2.4%
$8.91K - $9.37K
11.2K $415K
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
8
New
$271 - $285
8 $296
Q2 2023
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
7.28K
New
$251K - $258K
7.28K $270K
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
6.02K
New
$208K - $213K
6.02K $223K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
315
New
$10.9K - $11.2K
315 $11.7K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
71
New
$2.45K - $2.51K
71 $2.63K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
33
New
$1.14K - $1.17K
33 $1.22K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
4
+ 0.44%
$138 - $142
904 $33.5K
Q1 2023
May 15, 2023 Q1 2023
Mangrove Partners

New York, NY
BUY
 -
270K
New
$9.13M - $9.59M
270K $10M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
6.95K
New
$235K - $247K
6.95K $257K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
5.86K
New
$198K - $208K
5.86K $217K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
1.9K
New
$64.2K - $67.5K
1.9K $70.4K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
601
New
$20.3K - $21.3K
601 $22.3K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
590
New
$19.9K - $20.9K
590 $21.9K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
400
New
$13.5K - $14.2K
400 $14.8K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
290
New
$9.8K - $10.3K
290 $10.7K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
26
+ 1.29%
$878 - $923
2.05K $75.9K
Q4 2022
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
160K
+ 58252.19%
$5.13M - $5.56M
160K $5.92M
Feb 14, 2023 Q4 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
114K
New
$3.65M - $3.95M
114K $4.21M
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
101K
New
$3.26M - $3.53M
101K $3.76M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
51.4K
New
$1.65M - $1.79M
51.4K $1.9M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
28.3K
New
$911K - $986K
28.3K $1.05M
Jan 20, 2023 Q4 2022
Arden Trust CO

BUY
 -
28.3K
New
$911K - $986K
28.3K $1.05M
Feb 14, 2023 Q4 2022
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
19.1K
New
$613K - $664K
19.1K $706K
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
10.9K
New
$349K - $378K
10.9K $402K
Jan 27, 2023 Q4 2022
Advocacy Wealth Management Services, LLC

BUY
 -
9.7K
New
$312K - $338K
9.7K $359K
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.23K
New
$71.8K - $77.8K
2.23K $82.7K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2K
New
$64.3K - $69.6K
2K $74.1K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.14K
+ 3.42%
$36.8K - $39.8K
34.6K $1.28M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
929
New
$29.9K - $32.3K
929 $34.4K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
618
+ 37.68%
$19.9K - $21.5K
2.26K $83.7K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
440
+ 100.0%
$14.1K - $15.3K
880 $32.6K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
168
New
$5.4K - $5.85K
168 $6.22K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
67
+ 268.0%
$2.15K - $2.33K
92 $3.41K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
42
New
$1.35K - $1.46K
42 $1.56K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
30
New
$965 - $1.04K
30 $1.11K
Q3 2022
Nov 02, 2022 Q3 2022
Forward Management, LLC

BUY
 -
19.7K
+ 9.32%
$639K - $707K
231K $8.55M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
7.72K
New
$251K - $278K
7.72K $286K
Oct 20, 2022 Q3 2022
Compass Advisory Group LLC

BUY
 -
7.09K
New
$230K - $255K
7.09K $263K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.58K
New
$116K - $129K
3.58K $133K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
3K
New
$97.4K - $108K
3K $111K
Nov 14, 2022 Q3 2022
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
569
New
$18.5K - $20.5K
569 $21.1K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
285
New
$9.25K - $10.2K
285 $10.6K
Jan 09, 2024 Q3 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
155
New
$5.03K - $5.57K
155 $5.74K
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
44
+ 0.57%
$1.43K - $1.58K
7.76K $288K
Q2 2022
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
519K
New
$17.6M - $19.6M
519K $19.2M
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
34.4K
New
$1.17M - $1.3M
34.4K $1.28M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
32.7K
New
$1.11M - $1.24M
32.7K $1.21M

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