Latest Institutional Transactions on Ishares Tr Core Growth Allocat (AOR)
This table provides information on the latest institutional transactions involving Ishares Tr Core Growth Allocat (AOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
15.7K+ 3.37% |
$995K - $1.03M
|
481K
$31.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-48- 0.8% |
$3.04K - $3.15K
|
5.99K
$387K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
311+ 2.87% |
$19.7K - $20.4K
|
11.2K
$722K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.73% |
$317 - $328
|
689
$44.6K
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
81+ 0.94% |
$5.14K - $5.31K
|
8.71K
$564K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.9KNew |
$437K - $452K
|
6.9K
$446K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-352- 82.44% |
$22.3K - $23.1K
|
75
$4.85K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-188- 1.5% |
$11.9K - $12.3K
|
12.4K
$800K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-148- 2.13% |
$9.39K - $9.71K
|
6.81K
$441K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
733+ 6.36% |
$46.5K - $48.1K
|
12.3K
$794K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
837New |
$53.1K - $54.9K
|
837
$54.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-647- 2.75% |
$41K - $42.4K
|
22.9K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.22K+ 93.86% |
$585K - $605K
|
19K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-972- 3.88% |
$61.7K - $63.8K
|
24K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
219+ 5.6% |
$13.9K - $14.4K
|
4.13K
$267K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.94K- 3.91% |
$123K - $127K
|
47.7K
$3.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.88K+ 3.02% |
$119K - $123K
|
64.2K
$4.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.99KNew |
$380K - $393K
|
5.99K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.1K- 87.32% |
$1.97M - $2.04M
|
4.51K
$292K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
34+ 0.97% |
$2.16K - $2.23K
|
3.56K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
288+ 3.49% |
$18.3K - $18.9K
|
8.53K
$552K
|
|
|
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
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-244- 54.95% |
$15.5K - $16K
|
200
$12.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-936- 9.93% |
$59.4K - $61.4K
|
8.49K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
948+ 6.37% |
$60.1K - $62.2K
|
15.8K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
155New |
$9.83K - $10.2K
|
155
$10K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
5.85KNew |
$371K - $384K
|
5.85K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.09KNew |
$196K - $203K
|
3.09K
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.09% |
$127 - $131
|
2.35K
$152K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
445+ 10.59% |
$28.2K - $29.2K
|
4.65K
$301K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
32.9K+ 5.16% |
$2.09M - $2.16M
|
671K
$43.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4New |
$254 - $262
|
4
$259
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-18.9K- 54.38% |
$1.2M - $1.24M
|
15.9K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
8.52KNew |
$540K - $559K
|
8.52K
$551K
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-2.39K- 22.06% |
$151K - $156K
|
8.43K
$545K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
16+ 0.51% |
$1.01K - $1.05K
|
3.18K
$205K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.71KNew |
$235K - $243K
|
3.71K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
22KNew |
$1.39M - $1.44M
|
22K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.43K- 6.39% |
$217K - $225K
|
50.2K
$3.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.12% |
$507 - $525
|
6.47K
$418K
|
|
|
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 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.27KNew |
$207K - $214K
|
3.27K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.7K- 44.93% |
$871K - $901K
|
16.8K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
525+ 6.54% |
$33.3K - $34.4K
|
8.55K
$553K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.43KNew |
$218K - $225K
|
3.43K
$222K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.3K+ 81.13% |
$1.03M - $1.07M
|
36.3K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-893- 1.1% |
$56.6K - $58.6K
|
80.1K
$5.18M
|
|