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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-619- 7.29% |
$29.4K - $31.5K
|
7.88K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-635- 3.27% |
$30.2K - $32.3K
|
18.8K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-684- 9.4% |
$32.5K - $34.8K
|
6.59K
$385K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-698- 3.8% |
$33.2K - $35.5K
|
17.7K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-816- 13.14% |
$38.8K - $41.5K
|
5.4K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-821- 2.45% |
$39K - $41.8K
|
32.7K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-925- 9.67% |
$43.9K - $47.1K
|
8.64K
$504K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-934- 14.96% |
$44.4K - $47.5K
|
5.31K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-948- 1.94% |
$45K - $48.3K
|
47.9K
$2.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-965- 4.39% |
$45.8K - $49.1K
|
21K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-967- 1.14% |
$45.9K - $49.2K
|
84.2K
$4.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.05K- 1.2% |
$49.7K - $53.3K
|
86.6K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.07K- 1.97% |
$50.8K - $54.5K
|
53.4K
$3.12M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.2K- 5.36% |
$57K - $61.1K
|
21.2K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-1.26K- 9.9% |
$59.7K - $64K
|
11.4K
$668K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 1.69% |
$66.5K - $71.3K
|
81.7K
$4.77M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 48.98% |
$69.3K - $74.3K
|
1.52K
$88.8K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 9.31% |
$70.2K - $75.2K
|
14.4K
$840K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.53K- 2.57% |
$72.8K - $78K
|
58.2K
$3.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.55K- 1.17% |
$73.5K - $78.8K
|
131K
$7.63M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.61K- 1.23% |
$76.5K - $82K
|
130K
$7.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.66K- 11.05% |
$78.7K - $84.4K
|
13.3K
$779K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.66K- 14.28% |
$78.8K - $84.4K
|
9.95K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 28.45% |
$83.4K - $89.4K
|
4.42K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.84K- 20.34% |
$87.3K - $93.5K
|
7.19K
$420K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.86K- 18.56% |
$88.2K - $94.5K
|
8.15K
$476K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 13.87% |
$88.4K - $94.8K
|
11.6K
$675K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.86K- 9.77% |
$88.5K - $94.8K
|
17.2K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.9K- 6.53% |
$90.3K - $96.7K
|
27.2K
$1.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.93K- 27.53% |
$91.7K - $98.3K
|
5.08K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.29K- 19.6% |
$109K - $117K
|
9.41K
$549K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.56K- 14.45% |
$121K - $130K
|
15.1K
$884K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.66K- 7.33% |
$126K - $135K
|
33.6K
$1.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 13.85% |
$129K - $138K
|
16.9K
$987K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.17K- 15.37% |
$150K - $161K
|
17.5K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.19K- 32.34% |
$151K - $162K
|
6.67K
$389K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.28K- 84.37% |
$156K - $167K
|
608
$35.5K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.57K- 16.06% |
$169K - $182K
|
18.6K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.72K- 8.38% |
$177K - $189K
|
40.7K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.92K- 67.24% |
$186K - $200K
|
1.91K
$112K
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4K- 5.79% |
$190K - $204K
|
65.1K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-4.09K- 26.87% |
$194K - $208K
|
11.1K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.38K- 7.63% |
$208K - $223K
|
53K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.39K- 38.83% |
$208K - $223K
|
6.91K
$403K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.57K- 11.63% |
$217K - $233K
|
34.7K
$2.03M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.95K- 12.98% |
$235K - $252K
|
33.2K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.08K- 10.41% |
$241K - $259K
|
43.7K
$2.55M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-5.45K- 20.05% |
$259K - $277K
|
21.7K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.94K- 19.71% |
$282K - $302K
|
24.2K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-6.93K- 17.45% |
$329K - $353K
|
32.8K
$1.91M
|