Purchases and Sales Made in Q1 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CORE GROWTH ALLOCAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40.2K- 81.42% |
$2.08M - $2.3M
|
9.18K
$541K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.5K- 28.01% |
$2.19M - $2.43M
|
109K
$6.43M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 32.6% |
$2.29M - $2.54M
|
91.7K
$5.4M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.7K- 4.31% |
$2.62M - $2.9M
|
1.13M
$66.3M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-51.2K- 89.26% |
$2.65M - $2.93M
|
6.16K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-62.4K- 9.62% |
$3.22M - $3.57M
|
586K
$34.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-70.4K- 84.49% |
$3.64M - $4.02M
|
12.9K
$761K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.5K- 38.04% |
$3.65M - $4.03M
|
115K
$6.77M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-81.2KClosed |
$4.2M - $4.64M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-89.7K- 27.61% |
$4.64M - $5.13M
|
235K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-170K- 77.92% |
$8.79M - $9.72M
|
48.2K
$2.84M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-326KClosed |
$16.9M - $18.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-365K- 65.03% |
$18.9M - $20.9M
|
196K
$11.6M
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-385K- 99.0% |
$19.9M - $22M
|
3.88K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.25M- 67.63% |
$64.7M - $71.6M
|
599K
$35.3M
|