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 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.1KClosed |
$888K - $921K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-57Closed |
$2.97K - $3.08K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-839Closed |
$43.7K - $45.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.89KClosed |
$254K - $264K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-27Closed |
$1.41K - $1.46K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.19KClosed |
$62.1K - $64.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.69KClosed |
$88.2K - $91.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288Closed |
$15K - $15.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-175Closed |
$8.31K - $9.16K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-3.51KClosed |
$167K - $184K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 56.25% |
$518K - $571K
|
8.48K
$496K
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-110Closed |
$5.11K - $5.51K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.64K- 11.12% |
$66.1K - $77.8K
|
13.1K
$766K
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.4KClosed |
$461K - $543K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.52K+ 42.24% |
$142K - $167K
|
11.9K
$694K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-785Closed |
$31.7K - $37.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-7.29KClosed |
$294K - $346K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-241Closed |
$9.73K - $11.4K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$294K - $346K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-372Closed |
$15K - $17.7K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.71KClosed |
$311K - $366K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.15KClosed |
$86.6K - $102K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33Closed |
$1.33K - $1.57K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-58.5KClosed |
$2.36M - $2.78M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$1.21K - $1.43K
|
30
$1.76K
|
|
|
Jul 09, 2020
Q2 2020
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.74KClosed |
$191K - $225K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$40.4 - $47.5
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-74.3KClosed |
$2.8M - $3.63M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-11KClosed |
$414K - $537K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.46KClosed |
$206K - $267K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-8.38KClosed |
$316K - $410K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.9KClosed |
$902K - $1.17M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180Closed |
$6.78K - $8.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-4.35KClosed |
$164K - $213K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.6KClosed |
$399K - $518K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-16KClosed |
$602K - $782K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-110Closed |
$4.14K - $5.38K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.33KClosed |
$50.1K - $65.1K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-339Closed |
$12.8K - $16.6K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Rothschild Investment Corp
|
BUY
|
- |
5KNew |
$188K - $244K
|
5K
$293K
|
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.55KClosed |
$209K - $271K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
360New |
$16.3K - $17.3K
|
360
$21.1K
|
|
|
Apr 19, 2024
Q4 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.52KClosed |
$294K - $314K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.6KClosed |
$571K - $608K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-15KClosed |
$679K - $724K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.44KClosed |
$200K - $214K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
110New |
$5.04K - $5.08K
|
110
$6.44K
|
|
|
Nov 12, 2019
Q3 2019
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.51KClosed |
$253K - $255K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-63Closed |
$2.89K - $2.91K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-213Closed |
$9.77K - $9.84K
|
0
$0
|
|