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 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.58K- 0.97% |
$87K - $93.5K
|
161K
$9.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.59K- 24.86% |
$87.5K - $94.1K
|
4.8K
$280K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.59K- 1.76% |
$87.7K - $94.4K
|
88.8K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 22.75% |
$98.7K - $106K
|
6.07K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 22.49% |
$108K - $116K
|
6.72K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.98K- 5.37% |
$109K - $117K
|
34.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.22K- 20.58% |
$123K - $132K
|
8.58K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.29K- 2.99% |
$126K - $136K
|
74.4K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 3.15% |
$139K - $150K
|
77.5K
$4.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.31K- 0.74% |
$182K - $196K
|
444K
$26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 7.52% |
$192K - $207K
|
42.9K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.55K- 37.85% |
$196K - $210K
|
5.83K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 33.96% |
$217K - $233K
|
7.64K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.81K- 40.22% |
$265K - $285K
|
7.15K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.57K- 40.05% |
$307K - $330K
|
8.34K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.81K- 18.95% |
$320K - $345K
|
24.9K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.27K- 3.46% |
$401K - $431K
|
203K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.31K- 2.1% |
$403K - $433K
|
341K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-7.45K- 76.31% |
$411K - $442K
|
2.31K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.56K- 15.71% |
$417K - $448K
|
40.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.68K- 13.75% |
$423K - $455K
|
48.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.99K- 5.52% |
$440K - $474K
|
137K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.52K- 10.07% |
$525K - $565K
|
85.1K
$4.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.7K- 1.74% |
$588K - $633K
|
601K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 25.44% |
$771K - $829K
|
41K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 19.15% |
$1.11M - $1.19M
|
84.7K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 5.26% |
$1.17M - $1.25M
|
381K
$22.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32.5K- 8.95% |
$1.79M - $1.93M
|
331K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.6K- 87.13% |
$2.19M - $2.35M
|
5.85K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-574K- 49.81% |
$31.6M - $34M
|
578K
$33.8M
|