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iShares Core Conservative Allocation ETF (AOK) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Core Conservative Allocation ETF (NYSEARCA:AOK)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.69M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$7.25M
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AOK Institutional Buying and Selling by Quarter

iShares Core Conservative Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.107,698$3.97M0.0%-7.1%0.647%
4/11/2024 Congress Asset Management Co. MA54,866$2.02M0.0%-57.7%0.288%
3/4/2024 Congress Asset Management Co. MA129,735$4.69M0.0%+262.3%0.681%
2/15/2024Comerica Bank40,355$1.46M0.0%+986.0%0.212%
2/14/2024VitalStone Financial LLC2,007$73K0.1%-37.0%0.011%
2/14/2024Waterloo Capital L.P.18,394$665K0.1%+122.5%0.097%
2/9/2024 Cambridge Investment Research Advisors Inc.115,941$4.19M0.0%-16.4%0.609%
2/8/2024Janney Montgomery Scott LLC27,824$1.01M0.0%+189.1%0.146%
2/5/2024JDM Financial Group LLC7,510$271K0.2%+21.2%0.039%
1/29/2024Plan Group Financial LLC12,068$436K0.4%-7.3%0.063%
1/26/2024 Bay Harbor Wealth Management LLC3,279$119K0.0%-14.1%0.017%
1/19/2024 AdvisorNet Financial Inc1,893$68K0.0%+18.0%0.010%
1/18/2024WestEnd Advisors LLC5,486$198K0.0%+1,552.4%0.029%
1/10/2024Creative Financial Designs Inc. ADV7,638$276K0.0%-6.1%0.040%
11/16/2023VitalStone Financial LLC3,184$109K0.1%-13.0%0.017%
11/13/2023Cary Street Partners Investment Advisory LLC800$27K0.0%-87.1%0.004%
11/13/2023Plan Group Financial LLC13,019$442K0.3%N/A0.068%
11/9/2023Curran Financial Partners LLC259,257$8.81M3.8%+76.9%1.361%
11/8/2023Cornerstone Planning Group LLC977$33K0.0%+214.1%0.005%
11/8/2023Janney Montgomery Scott LLC9,625$327K0.0%N/A0.051%
11/1/2023 Congress Asset Management Co. MA35,805$1.22M0.0%+136.2%0.188%
10/25/2023 Bay Harbor Wealth Management LLC3,817$130K0.1%-23.2%0.020%
10/24/2023 Cambridge Investment Research Advisors Inc.138,647$4.71M0.0%-8.9%0.728%
8/21/2023VitalStone Financial LLC3,658$127K0.1%-40.6%0.019%
8/14/2023American Trust7,278$294K0.0%N/A0.038%
8/7/2023JDM Financial Group LLC6,060$214K0.2%+38.3%0.032%
8/1/2023USAdvisors Wealth Management LLC6,953$245K0.1%-11.8%0.035%
7/27/2023 Congress Asset Management Co. MA15,157$534K0.0%-72.0%0.077%
7/26/2023Creative Financial Designs Inc. ADV8,680$306K0.0%-4.0%0.044%
7/13/2023 Cambridge Investment Research Advisors Inc.152,149$5.36M0.0%-1.8%0.776%
5/11/2023 Cambridge Investment Research Advisors Inc.154,891$5.42M0.0%-14.7%0.790%
5/5/2023Silver Oak Securities Incorporated12,660$443K0.1%-4.6%0.065%
4/25/2023 IAG Wealth Partners LLC1,900$66K0.0%N/A0.009%
4/21/2023 Congress Asset Management Co. MA54,142$1.89M0.0%-83.9%0.244%
4/21/2023 Harbor Investment Advisory LLC1,608$56K0.0%-77.2%0.007%
4/13/2023USAdvisors Wealth Management LLC7,883$276K0.1%-4.7%0.036%
4/12/2023 Clearview Wealth Advisors LLC2,957$103K0.1%-24.2%0.013%
2/10/2023USAdvisors Wealth Management LLC8,273$278K0.1%-24.5%0.040%
2/8/2023 Cambridge Investment Research Advisors Inc.181,655$6.11M0.0%-1.9%0.871%
2/2/2023Silver Oak Securities Incorporated13,265$446K0.1%N/A0.064%
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2/1/2023Janney Capital Management LLC17,175$577K0.0%N/A0.082%
2/1/2023Creative Financial Designs Inc. ADV8,891$299K0.0%-8.8%0.043%
2/1/2023Janney Montgomery Scott LLC136,612$4.59M0.0%+827.9%0.655%
1/31/2023 Clearview Wealth Advisors LLC3,899$131K0.1%-38.2%0.019%
1/30/2023VitalStone Financial LLC6,507$217K0.1%N/A0.031%
1/26/2023 Arden Trust Co28,331$952K0.2%N/A0.122%
1/25/2023 Bay Harbor Wealth Management LLC5,241$176K0.1%-38.0%0.022%
1/24/2023 Harbor Investment Advisory LLC7,040$237K0.0%+412.0%0.030%
1/20/2023 Arden Trust Co28,331$952K0.2%N/A0.114%
1/18/2023 Congress Asset Management Co. MA335,816$11.29M0.1%N/A1.322%
1/13/2023 AdvisorNet Financial Inc1,543$52K0.0%+40.5%0.006%
1/11/2023JDM Financial Group LLC4,220$142K0.1%N/A0.017%
12/5/2022LFS Asset Management64,681$2.11M2.1%-0.5%0.259%
11/16/2022Sentinus LLC6,757$220K0.1%N/A0.027%
11/16/2022Almanack Investment Partners LLC.3,000$98K0.0%N/A0.012%
11/15/2022USAdvisors Wealth Management LLC10,954$357K0.2%-3.9%0.044%
11/15/2022Cary Street Partners Investment Advisory LLC6,200$202K0.0%N/A0.025%
11/1/2022 Harbor Investment Advisory LLC1,375$45K0.0%-84.6%0.006%
11/1/2022Creative Financial Designs Inc. ADV9,749$318K0.1%-22.0%0.039%
10/25/2022Janney Montgomery Scott LLC14,723$480K0.0%-58.0%0.053%
10/20/2022Compass Advisory Group LLC7,091$231K0.1%N/A0.025%
10/17/2022 Cambridge Investment Research Advisors Inc.185,168$6.04M0.0%-13.1%0.657%
8/16/2022LFS Asset Management64,986$2.25M1.8%N/A0.247%
8/11/2022CoreCap Advisors LLC3,634$126K0.0%N/A0.014%
8/5/2022 Clearview Wealth Advisors LLC6,440$223K0.2%-31.4%0.024%
8/4/2022Heritage Wealth Advisors1,519$53K0.0%N/A0.006%
8/3/2022Janney Montgomery Scott LLC35,034$1.21M0.0%N/A0.133%
8/2/2022 CX Institutional1,776$61K0.0%N/A0.007%
8/1/2022Creative Financial Designs Inc. ADV12,500$432K0.1%-9.5%0.047%
7/28/2022WestEnd Advisors LLC11,556$399K0.0%N/A0.043%
7/25/2022WBI Investments Inc.9,004$306K0.1%N/A0.034%
7/18/2022 Harbor Investment Advisory LLC8,903$308K0.0%+523.5%0.031%
7/14/2022Mascoma Wealth Management LLC2,368$82K0.0%+18.4%0.008%
7/13/2022 Tsfg LLC887$31K0.0%-65.7%0.003%
7/13/2022 Cambridge Investment Research Advisors Inc.213,048$7.37M0.0%-7.3%0.753%
6/8/2022American Trust37,993$1.63M0.1%N/A0.136%
5/17/2022Harrell Investment Partners LLC30,499$1.15M0.4%-81.6%0.111%
5/12/2022 Cambridge Investment Research Advisors Inc.229,741$8.65M0.0%-11.5%0.840%
5/9/2022TRUE Private Wealth Advisors7,695$277K0.0%N/A0.028%
4/29/2022 Clearview Wealth Advisors LLC9,394$354K0.2%-67.0%0.034%
4/19/2022 Bay Harbor Wealth Management LLC8,667$326K0.1%+4.2%0.031%
4/15/2022Creative Financial Designs Inc. ADV13,806$520K0.1%-16.9%0.049%
2/15/2022Laurel Wealth Advisors Inc.6,284$251K0.0%N/A0.023%
2/14/2022IHT Wealth Management LLC7,066$283K0.0%-25.6%0.025%
2/10/2022 Bay Harbor Wealth Management LLC8,318$321K0.1%-11.5%0.030%
2/9/2022Sowell Financial Services LLC32,546$1.30M0.1%-6.6%0.117%
2/4/2022St. James Investment Advisors LLC727$29K0.0%N/A0.003%
2/3/2022 Cambridge Investment Research Advisors Inc.259,717$10.39M0.0%-0.7%0.918%
2/2/2022Sigma Planning Corp28,098$1.12M0.0%-21.8%0.099%
2/2/2022 Clearview Wealth Advisors LLC28,471$1.14M0.7%-9.8%0.100%
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2/1/2022 True Link Financial Advisors LLC46,932$1.88M0.3%-1.2%0.165%
1/28/2022 Congress Asset Management Co. MA10,005$400K0.0%N/A0.035%
1/27/2022Janney Montgomery Scott LLC16,408$656K0.0%N/A0.057%
1/26/2022Creative Financial Designs Inc. ADV16,623$665K0.1%+11.6%0.058%
1/25/2022Atalanta Sosnoff Capital LLC46,120$1.85M0.0%N/A0.164%
1/21/2022Mascoma Wealth Management LLC2,000$80K0.0%N/A0.008%
1/21/2022 Well Done LLC7,272$291K0.1%-56.3%0.028%
1/12/2022IFP Advisors Inc12,850$517K0.0%+35.1%0.048%
1/7/2022Vigilare Wealth Management85,291$3.41M2.0%+1.6%0.316%
11/24/2021 Bay Harbor Wealth Management LLC9,403$371K0.2%-3.3%0.035%
(Data available from 1/1/2016 forward)

AOK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOK shares?

During the previous two years, 35 institutional investors and hedge funds held shares of iShares Core Conservative Allocation ETF. The most heavily invested institutionals were Curran Financial Partners LLC ($8.81M), Cambridge Investment Research Advisors Inc. ($3.97M), LFS Asset Management ($2.11M), Congress Asset Management Co. MA ($2.02M), Comerica Bank ($1.46M), Harrell Investment Partners LLC ($1.15M), and Janney Montgomery Scott LLC ($1.01M).Learn more on AOK's institutional investors.

Which institutional investors have been buying iShares Core Conservative Allocation ETF stock?

Of the 28 institutional investors that purchased iShares Core Conservative Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Congress Asset Management Co. MA ($450.39K), Janney Montgomery Scott LLC ($184.75K), Curran Financial Partners LLC ($112.70K), LFS Asset Management ($64.99K), Arden Trust Co ($56.66K), American Trust ($45.27K), and Comerica Bank ($36.64K).

How much institutional buying is happening at iShares Core Conservative Allocation ETF?

Institutional investors have bought a total of 1,098,898 shares in the last 24 months. This purchase volume represents approximately $37.72M in transactions.

Which iShares Core Conservative Allocation ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold iShares Core Conservative Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Asset Management Co. MA ($395.53K), Cambridge Investment Research Advisors Inc. ($152.02K), Harrell Investment Partners LLC ($135.34K), Clearview Wealth Advisors LLC ($25.38K), Janney Montgomery Scott LLC ($20.31K), Harbor Investment Advisory LLC ($12.96K), and Creative Financial Designs Inc. ADV ($5.77K).

How much institutional selling is happening at iShares Core Conservative Allocation ETF?

Institutional investors have sold a total of 769,771 shares in the last 24 months. This volume of shares sold represents approximately $27.42M in transactions.


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This page (NYSEARCA:AOK) was last updated on 4/25/2024 by MarketBeat.com Staff

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