Purchases and Sales Made in Q1 2023 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.4% |
$238 - $255
|
1.25K
$72.8K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.54% |
$190 - $204
|
749
$43.7K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$95 - $102
|
2
$117
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.13% |
$47.5 - $50.9
|
784
$45.8K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$47.5 - $50.9
|
1
$58.4
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1- 0.02% |
$47.5 - $50.9
|
5.97K
$349K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-4- 0.03% |
$190 - $204
|
14K
$820K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4- 0.02% |
$190 - $204
|
18K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.22% |
$475 - $509
|
4.45K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 7.41% |
$475 - $509
|
125
$7.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11- 0.22% |
$523 - $560
|
4.96K
$289K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$665 - $713
|
8.62K
$504K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 11.49% |
$808 - $865
|
131
$7.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 0.39% |
$903 - $967
|
4.81K
$281K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-20- 0.31% |
$950 - $1.02K
|
6.46K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 5.56% |
$950 - $1.02K
|
340
$19.9K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-21- 0.35% |
$998 - $1.07K
|
6.01K
$351K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23Closed |
$1.09K - $1.17K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-23- 3.18% |
$1.09K - $1.17K
|
700
$40.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-24- 0.45% |
$1.14K - $1.22K
|
5.27K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-31- 0.34% |
$1.47K - $1.58K
|
8.97K
$524K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-32- 0.97% |
$1.52K - $1.63K
|
3.28K
$191K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40- 0.32% |
$1.9K - $2.04K
|
12.4K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-47- 0.8% |
$2.23K - $2.39K
|
5.84K
$341K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-53- 0.76% |
$2.52K - $2.7K
|
6.93K
$405K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-67- 1.36% |
$3.18K - $3.41K
|
4.86K
$284K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-88- 0.74% |
$4.18K - $4.48K
|
11.7K
$686K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-92- 2.67% |
$4.37K - $4.68K
|
3.36K
$196K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 1.77% |
$4.75K - $5.09K
|
5.55K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-105- 5.79% |
$4.99K - $5.35K
|
1.71K
$99.7K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-120- 2.71% |
$5.7K - $6.11K
|
4.31K
$251K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-123- 7.23% |
$5.84K - $6.26K
|
1.58K
$92.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-131- 2.87% |
$6.22K - $6.67K
|
4.43K
$259K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-157- 98.74% |
$7.46K - $7.99K
|
2
$117
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-190- 3.46% |
$9.03K - $9.67K
|
5.3K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-217- 1.97% |
$10.3K - $11K
|
10.8K
$631K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-225- 14.66% |
$10.7K - $11.5K
|
1.31K
$76.5K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-239- 1.27% |
$11.4K - $12.2K
|
18.6K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-251- 2.52% |
$11.9K - $12.8K
|
9.7K
$566K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-254- 5.9% |
$12.1K - $12.9K
|
4.05K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-262- 3.42% |
$12.4K - $13.3K
|
7.4K
$432K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-274- 5.53% |
$13K - $13.9K
|
4.68K
$273K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-278- 3.12% |
$13.2K - $14.2K
|
8.62K
$503K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-286- 3.01% |
$13.6K - $14.6K
|
9.2K
$538K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-338- 11.82% |
$16.1K - $17.2K
|
2.52K
$147K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-374- 7.88% |
$17.8K - $19K
|
4.37K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-487- 8.2% |
$23.1K - $24.8K
|
5.45K
$318K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-534- 11.2% |
$25.4K - $27.2K
|
4.23K
$247K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-568- 11.86% |
$27K - $28.9K
|
4.22K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-571- 0.3% |
$27.1K - $29.1K
|
188K
$11M
|