Purchases and Sales Made in Q4 2021 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.11K+ 4.04% |
$61.1K - $64K
|
28.5K
$1.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 4.78% |
$59.3K - $62K
|
23.6K
$1.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.07K+ 9.2% |
$59K - $61.8K
|
12.7K
$743K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
982+ 1.26% |
$54.2K - $56.7K
|
78.8K
$4.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
935+ 7.97% |
$51.6K - $54K
|
12.7K
$742K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
902+ 13.1% |
$49.8K - $52.1K
|
7.79K
$456K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
861+ 10.83% |
$47.5K - $49.7K
|
8.81K
$516K
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
832+ 22.16% |
$45.9K - $48.1K
|
4.59K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
731+ 10.47% |
$40.4K - $42.2K
|
7.71K
$452K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
718+ 4.03% |
$39.6K - $41.5K
|
18.5K
$1.08M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
580+ 3.58% |
$32K - $33.5K
|
16.8K
$982K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
550+ 9.63% |
$30.4K - $31.8K
|
6.26K
$367K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
488+ 4.54% |
$26.9K - $28.2K
|
11.2K
$658K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
486+ 1.92% |
$26.8K - $28.1K
|
25.8K
$1.51M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
482New |
$26.6K - $27.8K
|
482
$28.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
480+ 2.69% |
$26.5K - $27.7K
|
18.3K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
437+ 3.99% |
$24.1K - $25.2K
|
11.4K
$668K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
402+ 8.98% |
$22.2K - $23.2K
|
4.88K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
385+ 4.69% |
$21.3K - $22.2K
|
8.59K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
361+ 3.61% |
$19.9K - $20.9K
|
10.4K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
321+ 8.06% |
$17.7K - $18.5K
|
4.31K
$252K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
286+ 5.15% |
$15.8K - $16.5K
|
5.84K
$342K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
266+ 66.83% |
$14.7K - $15.4K
|
664
$38.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
255+ 0.93% |
$14.1K - $14.7K
|
27.6K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240New |
$13.3K - $13.9K
|
240
$14.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
218+ 121.79% |
$12K - $12.6K
|
397
$23.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
210+ 1.1% |
$11.6K - $12.1K
|
19.3K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
200+ 0.5% |
$11K - $11.6K
|
40.1K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
189+ 10.33% |
$10.4K - $10.9K
|
2.02K
$118K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
189+ 2.23% |
$10.4K - $10.9K
|
8.65K
$506K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
178+ 6.2% |
$9.83K - $10.3K
|
3.05K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
173New |
$9.55K - $9.99K
|
173
$10.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
171+ 5.57% |
$9.44K - $9.88K
|
3.24K
$190K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
162+ 202.5% |
$8.94K - $9.36K
|
242
$14.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
132+ 2.72% |
$7.29K - $7.63K
|
4.98K
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130+ 29.55% |
$7.18K - $7.51K
|
570
$33.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
123+ 26.51% |
$6.79K - $7.11K
|
587
$34.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
123+ 2.1% |
$6.79K - $7.11K
|
5.97K
$350K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
116+ 0.96% |
$6.4K - $6.7K
|
12.2K
$713K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114+ 2.94% |
$6.29K - $6.59K
|
3.99K
$234K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
111+ 2.82% |
$6.13K - $6.41K
|
4.05K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
105+ 1.99% |
$5.8K - $6.07K
|
5.39K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
85+ 21.79% |
$4.69K - $4.91K
|
475
$27.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
84+ 1.19% |
$4.64K - $4.85K
|
7.17K
$420K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 1.2% |
$4.14K - $4.33K
|
6.35K
$372K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
75+ 8.26% |
$4.14K - $4.33K
|
983
$57.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
74New |
$4.09K - $4.27K
|
74
$4.33K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
65+ 0.79% |
$3.59K - $3.76K
|
8.33K
$488K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
54+ 1.09% |
$2.98K - $3.12K
|
5.03K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.38% |
$2.59K - $2.72K
|
12.3K
$718K
|