Purchases and Sales Made in Q3 2022 in Ishares Tr Core Conservative A (AOK)

AOK Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Conservative A (AOK) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CORE CONSERVATIVE A.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 02, 2022 Q3 2022
Leo H. Evart, Inc.

BUY
 -
49
+ 0.57%
$1.59K - $1.76K
8.63K $327K
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
44
+ 0.57%
$1.43K - $1.58K
7.76K $294K
Nov 14, 2022 Q3 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
44
New
$1.43K - $1.58K
44 $1.67K
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

BUY
 -
41
+ 30.83%
$1.33K - $1.47K
174 $6.6K
Oct 12, 2022 Q3 2022
Rtd Financial Advisors, Inc.

BUY
 -
32
+ 0.25%
$1.04K - $1.15K
13K $492K
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
12
New
$390 - $432
12 $455
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
12
+ 0.79%
$390 - $432
1.53K $57.9K
Nov 14, 2022 Q3 2022
Koss Olinger Consulting, LLC

BUY
 -
10
+ 0.16%
$325 - $360
6.22K $236K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
8
+ 0.11%
$260 - $288
7.1K $269K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
4
+ 0.37%
$130 - $144
1.1K $41.7K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1
+ 0.01%
$32.5 - $36
8.13K $308K
Oct 11, 2022 Q3 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.88%
$32.5 - $36
115 $4.36K
Oct 31, 2022 Q3 2022
Verus Financial Partners, Inc.

SELL
 -
-14
- 0.2%
$455 - $503
7.05K $267K
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

SELL
 -
-29
- 0.14%
$942 - $1.04K
20K $760K
Oct 14, 2022 Q3 2022
Madrona Financial Services, LLC

SELL
 -
-41
- 0.56%
$1.33K - $1.47K
7.29K $276K
Nov 10, 2022 Q3 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-80
- 0.58%
$2.6K - $2.88K
13.8K $524K
Nov 02, 2022 Q3 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-80
- 17.66%
$2.6K - $2.88K
373 $14.2K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-88
- 1.02%
$2.86K - $3.16K
8.53K $324K
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

SELL
 -
-120
- 0.58%
$3.9K - $4.32K
20.5K $776K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

SELL
 -
-130
- 2.02%
$4.22K - $4.67K
6.31K $239K
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

SELL
 -
-134
- 35.36%
$4.35K - $4.82K
245 $9.3K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

SELL
 -
-150
- 1.16%
$4.87K - $5.39K
12.8K $485K
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

SELL
 -
-150
- 0.32%
$4.87K - $5.39K
46.8K $1.77M
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

SELL
 -
-195
- 11.01%
$6.33K - $7.01K
1.58K $59.8K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-200
- 0.29%
$6.49K - $7.19K
67.9K $2.57M
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-201
- 38.0%
$6.53K - $7.23K
328 $12.4K
Nov 02, 2022 Q3 2022
Bay Harbor Wealth Management, LLC

SELL
 -
-219
- 2.53%
$7.11K - $7.88K
8.45K $321K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-248
- 5.88%
$8.05K - $8.92K
3.97K $151K
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
SELL
 -
-305
- 0.47%
$9.9K - $11K
64.7K $2.45M
Oct 04, 2022 Q3 2022
Weaver Consulting Group

SELL
 -
-355
- 0.17%
$11.5K - $12.8K
203K $7.7M
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-380
- 2.19%
$12.3K - $13.7K
17K $644K
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-440
- 3.86%
$14.3K - $15.8K
11K $416K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-486
- 9.77%
$15.8K - $17.5K
4.49K $170K
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

SELL
 -
-517
- 5.78%
$16.8K - $18.6K
8.43K $320K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

SELL
 -
-626
- 5.24%
$20.3K - $22.5K
11.3K $430K
Nov 09, 2022 Q3 2022
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-633
- 6.99%
$20.6K - $22.8K
8.42K $319K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

SELL
 -
-800
- 11.23%
$26K - $28.8K
6.32K $240K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

SELL
 -
-851
- 34.16%
$27.6K - $30.6K
1.64K $62.2K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

SELL
 -
-922
- 10.54%
$29.9K - $33.2K
7.83K $297K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-995
- 2.9%
$32.3K - $35.8K
33.4K $1.27M
Nov 09, 2022 Q3 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-1.11K
- 4.26%
$36.1K - $40K
25K $948K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-1.4K
- 76.09%
$45.5K - $50.3K
440 $16.7K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.78K
- 20.83%
$57.9K - $64.1K
6.78K $257K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.97K
- 15.09%
$63.8K - $70.7K
11.1K $420K
Nov 14, 2022 Q3 2022
Yarger Wealth Strategies, LLC

Westerville, OH
SELL
 -
-1.98K
- 5.33%
$64.3K - $71.2K
35.2K $1.34M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-2K
- 7.48%
$64.9K - $71.8K
24.7K $938K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-2.05K
- 7.84%
$66.6K - $73.8K
24.1K $915K
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

SELL
 -
-2.08K
- 15.25%
$67.7K - $74.9K
11.6K $439K
Oct 11, 2022 Q3 2022
Rda Financial Network

SELL
 -
-2.3K
- 5.64%
$74.7K - $82.7K
38.5K $1.46M

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