Purchases and Sales Made in Q3 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.5% |
$772 - $830
|
2.8K
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.32% |
$717 - $771
|
4.05K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 71.43% |
$552 - $593
|
24
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.75% |
$496 - $534
|
1.21K
$70.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$441 - $474
|
5.07K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.74% |
$331 - $356
|
817
$47.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.55% |
$221 - $237
|
735
$43K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.82% |
$221 - $237
|
491
$28.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.12% |
$165 - $178
|
2.47K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.66% |
$110 - $119
|
304
$17.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$55.2 - $59.3
|
5.17K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.79% |
$55.2 - $59.3
|
127
$7.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$110 - $119
|
5.92K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.23% |
$110 - $119
|
858
$50.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.49% |
$165 - $178
|
609
$35.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.65% |
$552 - $593
|
595
$34.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-10- 0.18% |
$552 - $593
|
5.61K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13- 0.08% |
$717 - $771
|
15.9K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-15- 0.24% |
$827 - $890
|
6.18K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 60.0% |
$993 - $1.07K
|
12
$702
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-20- 0.18% |
$1.1K - $1.19K
|
11K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-29- 0.81% |
$1.6K - $1.72K
|
3.56K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40- 6.7% |
$2.21K - $2.37K
|
557
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.26% |
$2.37K - $2.55K
|
16.6K
$972K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-43- 0.61% |
$2.37K - $2.55K
|
6.97K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-43- 0.14% |
$2.37K - $2.55K
|
31.2K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-45- 0.32% |
$2.48K - $2.67K
|
13.9K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52- 0.23% |
$2.87K - $3.08K
|
22.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58- 0.17% |
$3.2K - $3.44K
|
33.5K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 3.53% |
$3.47K - $3.74K
|
1.72K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-65- 1.38% |
$3.58K - $3.86K
|
4.65K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-70- 29.17% |
$3.86K - $4.15K
|
170
$9.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 1.3% |
$4.3K - $4.63K
|
5.91K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-80- 0.53% |
$4.41K - $4.74K
|
15.1K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-86- 2.02% |
$4.74K - $5.1K
|
4.17K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-87- 1.36% |
$4.8K - $5.16K
|
6.3K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-88- 0.11% |
$4.85K - $5.22K
|
77.1K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-95- 11.11% |
$5.24K - $5.63K
|
760
$44.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-99- 1.52% |
$5.46K - $5.87K
|
6.42K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-122- 0.92% |
$6.73K - $7.24K
|
13.1K
$768K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 9.98% |
$6.73K - $7.24K
|
1.1K
$64.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-123- 0.44% |
$6.78K - $7.3K
|
27.9K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-150- 0.34% |
$8.27K - $8.9K
|
43.7K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157- 0.6% |
$8.66K - $9.31K
|
26.1K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167- 4.33% |
$9.21K - $9.9K
|
3.69K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 0.3% |
$11K - $11.9K
|
65.5K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-210- 2.28% |
$11.6K - $12.5K
|
9.01K
$527K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-215- 3.42% |
$11.9K - $12.8K
|
6.08K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 1.12% |
$12.4K - $13.3K
|
19.9K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-242- 6.14% |
$13.3K - $14.4K
|
3.7K
$216K
|