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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5New |
$258 - $286
|
5
$293
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7.53KClosed |
$389K - $431K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.3KNew |
$1.2M - $1.33M
|
23.3K
$1.36M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
150New |
$7.75K - $8.58K
|
150
$8.78K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.74KClosed |
$297K - $328K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-19.3KClosed |
$995K - $1.1M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-242Closed |
$12.5K - $13.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271New |
$14K - $15.5K
|
271
$15.9K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.09KClosed |
$211K - $234K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$309K - $341K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.5KClosed |
$181K - $200K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-74Closed |
$3.83K - $4.23K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-812Closed |
$44.8K - $46.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-220Closed |
$12.1K - $12.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-30KClosed |
$1.65M - $1.73M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
13New |
$718 - $751
|
13
$761
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-60Closed |
$3.31K - $3.47K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 2.16% |
$4.09K - $4.27K
|
3.35K
$196K
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-12.9KClosed |
$712K - $745K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.42KClosed |
$189K - $197K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-190Closed |
$10.5K - $11K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.29KClosed |
$237K - $248K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
17New |
$939 - $982
|
17
$995
|
|
Q3 2021 | |||||||
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.8KClosed |
$1.48M - $1.54M
|
0
$0
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12+ 0.18% |
$663 - $687
|
6.66K
$390K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-39Closed |
$2.15K - $2.23K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-278Closed |
$15.4K - $15.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.63KClosed |
$90.1K - $93.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-449Closed |
$24.8K - $25.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-192KClosed |
$10.6M - $11M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.5KNew |
$1.02M - $1.06M
|
18.5K
$1.08M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.36KClosed |
$75.3K - $78.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$177K - $183K
|
3.2K
$187K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24Closed |
$1.33K - $1.37K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.12KNew |
$228K - $236K
|
4.12K
$241K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-298Closed |
$16.5K - $17.1K
|
0
$0
|
|
Q2 2021 | |||||||
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.72KClosed |
$417K - $434K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-50.4KClosed |
$2.72M - $2.83M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.66KClosed |
$252K - $262K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5KNew |
$270K - $281K
|
5K
$293K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-330Closed |
$17.8K - $18.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.49KClosed |
$242K - $252K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.66KClosed |
$89.8K - $93.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.68KClosed |
$253K - $263K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3Closed |
$162 - $169
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.76KClosed |
$311K - $323K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63Closed |
$3.4K - $3.54K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.32KClosed |
$277K - $287K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.38KClosed |
$488K - $506K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5KClosed |
$260K - $270K
|
0
$0
|