Purchases and Sales Made in Q4 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2025. 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, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48K+ 272.39% |
$3.04M - $3.15M
|
65.6K
$4.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
32.9K+ 5.16% |
$2.09M - $2.16M
|
671K
$43.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
22KNew |
$1.39M - $1.44M
|
22K
$1.42M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.3K+ 81.13% |
$1.03M - $1.07M
|
36.3K
$2.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
15.7K+ 3.37% |
$995K - $1.03M
|
481K
$31.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.5K+ 303.25% |
$922K - $954K
|
19.3K
$1.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
12.1K+ 5.16% |
$771K - $797K
|
248K
$16M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.55KNew |
$606K - $626K
|
9.55K
$618K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.22K+ 93.86% |
$585K - $605K
|
19K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
8.52KNew |
$540K - $559K
|
8.52K
$551K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.9KNew |
$437K - $452K
|
6.9K
$446K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.99KNew |
$380K - $393K
|
5.99K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.96KNew |
$378K - $391K
|
5.96K
$386K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
5.85KNew |
$371K - $384K
|
5.85K
$378K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.01K+ 79.71% |
$318K - $328K
|
11.3K
$730K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.51KNew |
$286K - $296K
|
4.51K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.71KNew |
$235K - $243K
|
3.71K
$240K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.43KNew |
$218K - $225K
|
3.43K
$222K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.37K+ 35.93% |
$213K - $221K
|
12.7K
$824K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.27KNew |
$207K - $214K
|
3.27K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.09KNew |
$196K - $203K
|
3.09K
$200K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.48K+ 32.18% |
$157K - $162K
|
10.2K
$658K
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.99K+ 3.46% |
$126K - $131K
|
59.5K
$3.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.88K+ 3.02% |
$119K - $123K
|
64.2K
$4.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 20.82% |
$98.1K - $101K
|
8.98K
$581K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.12KNew |
$71.2K - $73.7K
|
1.12K
$72.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1KNew |
$63.4K - $65.6K
|
1K
$64.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
948+ 6.37% |
$60.1K - $62.2K
|
15.8K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
837New |
$53.1K - $54.9K
|
837
$54.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
733+ 6.36% |
$46.5K - $48.1K
|
12.3K
$794K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
671+ 2.69% |
$42.6K - $44K
|
25.6K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
525+ 6.54% |
$33.3K - $34.4K
|
8.55K
$553K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
445+ 10.59% |
$28.2K - $29.2K
|
4.65K
$301K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
311+ 2.87% |
$19.7K - $20.4K
|
11.2K
$722K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
288+ 3.49% |
$18.3K - $18.9K
|
8.53K
$552K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
282+ 6.15% |
$17.9K - $18.5K
|
4.87K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
219+ 5.6% |
$13.9K - $14.4K
|
4.13K
$267K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
213+ 0.77% |
$13.5K - $14K
|
27.9K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
174+ 2.86% |
$11K - $11.4K
|
6.26K
$405K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
155New |
$9.83K - $10.2K
|
155
$10K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
118+ 2.57% |
$7.48K - $7.74K
|
4.71K
$305K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84New |
$5.33K - $5.51K
|
84
$5.44K
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
81+ 0.94% |
$5.14K - $5.31K
|
8.71K
$564K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.48% |
$3.11K - $3.21K
|
3.35K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
34+ 0.97% |
$2.16K - $2.23K
|
3.56K
$230K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
16+ 0.51% |
$1.01K - $1.05K
|
3.18K
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.88% |
$761 - $787
|
1.38K
$89.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11+ 0.31% |
$698 - $722
|
3.53K
$228K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.12% |
$507 - $525
|
6.47K
$418K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.73% |
$317 - $328
|
689
$44.6K
|
|