Purchases and Sales Made in Q2 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-11- 0.28% |
$587 - $623
|
3.94K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-11- 0.11% |
$587 - $623
|
9.77K
$571K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 0.18% |
$640 - $679
|
6.49K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 1.44% |
$853 - $906
|
1.1K
$64.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 9.43% |
$1.33K - $1.42K
|
240
$14K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-45- 1.05% |
$2.4K - $2.55K
|
4.26K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-47- 7.3% |
$2.51K - $2.66K
|
597
$34.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53- 1.23% |
$2.83K - $3K
|
4.26K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-78- 0.9% |
$4.16K - $4.42K
|
8.57K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-80- 1.25% |
$4.27K - $4.53K
|
6.34K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-82- 1.9% |
$4.37K - $4.64K
|
4.23K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-83- 0.95% |
$4.43K - $4.7K
|
8.67K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-93- 5.24% |
$4.96K - $5.26K
|
1.68K
$98.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 0.54% |
$4.96K - $5.26K
|
17K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-100- 1.54% |
$5.33K - $5.66K
|
6.38K
$373K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-107- 2.66% |
$5.71K - $6.06K
|
3.92K
$229K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 83.69% |
$6.29K - $6.68K
|
23
$1.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-122- 18.02% |
$6.51K - $6.91K
|
555
$32.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-143- 1.44% |
$7.63K - $8.1K
|
9.82K
$574K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-157- 1.17% |
$8.37K - $8.89K
|
13.3K
$778K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-158- 0.24% |
$8.43K - $8.94K
|
66K
$3.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-167- 2.91% |
$8.91K - $9.45K
|
5.56K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-193- 0.92% |
$10.3K - $10.9K
|
20.8K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-213- 10.65% |
$11.4K - $12.1K
|
1.79K
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-234- 25.08% |
$12.5K - $13.2K
|
699
$40.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-248- 2.62% |
$13.2K - $14K
|
9.22K
$540K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-249- 3.68% |
$13.3K - $14.1K
|
6.51K
$381K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-263- 3.77% |
$14K - $14.9K
|
6.72K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-274- 5.5% |
$14.6K - $15.5K
|
4.71K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-280- 3.17% |
$14.9K - $15.9K
|
8.55K
$500K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-286- 4.18% |
$15.3K - $16.2K
|
6.56K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-307- 5.04% |
$16.4K - $17.4K
|
5.79K
$339K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-311- 4.45% |
$16.6K - $17.6K
|
6.68K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-314- 95.73% |
$16.7K - $17.8K
|
14
$819
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-348- 4.35% |
$18.6K - $19.7K
|
7.65K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-426- 1.73% |
$22.7K - $24.1K
|
24.2K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-428- 2.84% |
$22.8K - $24.2K
|
14.6K
$855K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-446- 2.12% |
$23.8K - $25.2K
|
20.6K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-466- 1.74% |
$24.9K - $26.4K
|
26.3K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-471- 10.49% |
$25.1K - $26.7K
|
4.02K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-512- 3.38% |
$27.3K - $29K
|
14.6K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-539- 3.69% |
$28.7K - $30.5K
|
14.1K
$823K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-571- 2.73% |
$30.5K - $32.3K
|
20.4K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-620- 24.97% |
$33.1K - $35.1K
|
1.86K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-649- 6.57% |
$34.6K - $36.7K
|
9.24K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-666- 0.88% |
$35.5K - $37.7K
|
74.8K
$4.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-668- 4.8% |
$35.6K - $37.8K
|
13.2K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-750- 10.4% |
$40K - $42.5K
|
6.46K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-764- 10.98% |
$40.7K - $43.3K
|
6.19K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-770- 9.89% |
$41.1K - $43.6K
|
7.02K
$410K
|