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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-28- 3.01% |
$1.24K - $1.38K
|
903
$52.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
51New |
$2.26K - $2.52K
|
51
$2.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.43KNew |
$329K - $367K
|
7.43K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36KNew |
$105K - $117K
|
2.36K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
195New |
$8.63K - $9.64K
|
195
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
50.1KNew |
$2.22M - $2.48M
|
50.1K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
820+ 13.98% |
$36.3K - $40.5K
|
6.69K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
563+ 95.91% |
$24.9K - $27.8K
|
1.15K
$67.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
478+ 7.16% |
$21.2K - $23.6K
|
7.15K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
123K+ 131.74% |
$5.43M - $6.06M
|
216K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
510KNew |
$22.6M - $25.2M
|
510K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-55- 1.17% |
$2.43K - $2.72K
|
4.67K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 0.4% |
$841 - $939
|
4.79K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$2.04K - $2.27K
|
46
$2.69K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205K+ 117.14% |
$9.08M - $10.1M
|
380K
$22.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.23KNew |
$320K - $357K
|
7.23K
$422K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.77K+ 21.85% |
$167K - $186K
|
21K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.32KNew |
$413K - $461K
|
9.32K
$544K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$110K - $123K
|
2.49K
$146K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55New |
$2.43K - $2.72K
|
55
$3.21K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44- 97.78% |
$1.95K - $2.17K
|
1
$58.4
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
382+ 5.6% |
$16.9K - $18.9K
|
7.2K
$421K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 5.34% |
$77.3K - $86.2K
|
30.9K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23K+ 2.39% |
$54.5K - $60.8K
|
52.8K
$3.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$6.64K - $7.41K
|
150
$8.76K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.45% |
$88.5 - $98.8
|
442
$25.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-76- 1.52% |
$3.36K - $3.76K
|
4.92K
$287K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
515KNew |
$22.8M - $25.4M
|
515K
$30.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.95K- 37.8% |
$396K - $442K
|
14.7K
$860K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
650New |
$28.8K - $32.1K
|
650
$38K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 33.33% |
$133 - $148
|
12
$701
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.12KNew |
$227K - $253K
|
5.12K
$299K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$580K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
420New |
$18.6K - $20.8K
|
420
$24.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-542Closed |
$24.3K - $27.6K
|
0
$0
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-259- 70.19% |
$11.6K - $13.2K
|
110
$6.42K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$248K - $282K
|
5.54K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 56.16% |
$614K - $699K
|
10.7K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.48KNew |
$66.3K - $75.5K
|
1.48K
$86.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$212K - $241K
|
4.73K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 97.91% |
$50.4K - $57.4K
|
24
$1.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$159K - $180K
|
3.54K
$207K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-704- 4.56% |
$31.5K - $35.9K
|
14.7K
$860K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$645K - $734K
|
14.4K
$841K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 30.68% |
$103K - $117K
|
9.79K
$572K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$8.96K - $10.2K
|
200
$11.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-59- 72.84% |
$2.64K - $3.01K
|
22
$1.28K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
47.5K+ 4.22% |
$2.13M - $2.42M
|
1.17M
$68.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73KNew |
$167K - $190K
|
3.73K
$218K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 1.11% |
$4.66K - $5.37K
|
8.79K
$514K
|
|