Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
253KNew |
$14.5M - $15.1M
|
253K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
247K+ 943.83% |
$14.1M - $14.7M
|
273K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
203K+ 463.78% |
$11.6M - $12.1M
|
246K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
114KNew |
$6.53M - $6.79M
|
114K
$6.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 15.4% |
$1.8M - $1.88M
|
236K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.2K+ 141.54% |
$1.62M - $1.68M
|
48.1K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
23.2K+ 29.22% |
$1.33M - $1.38M
|
102K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.8KNew |
$1.25M - $1.3M
|
21.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
20.1K+ 18.75% |
$1.15M - $1.2M
|
127K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.4K+ 10.44% |
$1.11M - $1.16M
|
205K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
13.9K+ 31.85% |
$797K - $830K
|
57.6K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.5KNew |
$773K - $805K
|
13.5K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
9.38KNew |
$538K - $560K
|
9.38K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.16KNew |
$468K - $487K
|
8.16K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.11K+ 4.66% |
$350K - $365K
|
137K
$8.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.92K+ 2455.6% |
$339K - $353K
|
6.16K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.88K+ 1.78% |
$337K - $351K
|
336K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
5.69KNew |
$326K - $340K
|
5.69K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.85KNew |
$278K - $290K
|
4.85K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.58KNew |
$263K - $273K
|
4.58K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.33KNew |
$248K - $258K
|
4.33K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.26KNew |
$244K - $254K
|
4.26K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.11KNew |
$236K - $245K
|
4.11K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62KNew |
$208K - $216K
|
3.62K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.55K+ 46.53% |
$146K - $152K
|
8.02K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.08K+ 22.06% |
$119K - $124K
|
11.5K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.94K+ 1.87% |
$111K - $116K
|
106K
$6.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.89K+ 2.74% |
$108K - $112K
|
70.7K
$4.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.68K+ 2.28% |
$96K - $99.9K
|
75.1K
$4.39M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.49K+ 29.41% |
$85.2K - $88.7K
|
6.54K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.37K+ 16.5% |
$78.5K - $81.7K
|
9.67K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 9.55% |
$72K - $74.9K
|
14.4K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 8.97% |
$69.5K - $72.3K
|
14.7K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 5.25% |
$63.7K - $66.3K
|
22.3K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$54.5K - $56.7K
|
950
$55.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
861New |
$49.4K - $51.4K
|
861
$50.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
833+ 11.32% |
$47.7K - $49.7K
|
8.19K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
808+ 3.75% |
$46.3K - $48.2K
|
22.4K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
748+ 0.95% |
$42.9K - $44.6K
|
79.6K
$4.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
724+ 11.51% |
$41.5K - $43.2K
|
7.02K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
676New |
$38.7K - $40.3K
|
676
$39.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
619New |
$35.5K - $36.9K
|
619
$36.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
515+ 4.29% |
$29.5K - $30.7K
|
12.5K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
491+ 7.26% |
$28.1K - $29.3K
|
7.25K
$424K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
446+ 64.45% |
$25.6K - $26.6K
|
1.14K
$66.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
363+ 6.47% |
$20.8K - $21.7K
|
5.98K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
301+ 0.39% |
$17.3K - $18K
|
77.4K
$4.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
256+ 2.77% |
$14.7K - $15.3K
|
9.51K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 3.33% |
$14.4K - $15K
|
7.8K
$456K
|