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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.4KClosed |
$339K - $342K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-781Closed |
$35.8K - $36.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.87KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
South State Corp
|
BUY
|
- |
390New |
N/A
|
390
$22.8K
|
|
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Diversified Trust CO
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
M&T Bank Corp
|
SELL
|
- |
-62.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-697Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.62KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-122KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
N/A
|
100
$5.85K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$588K
|
|
|
Feb 12, 2019
Q4 2018
|
Weil Company, Inc.
|
SELL
|
- |
-5.2KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-725Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.35KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$667K
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-47.9KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-523Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.89KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.19KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.02KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-4.09KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-96KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Bison Wealth, LLC
|
SELL
|
- |
-4.67KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
786+ 29.77% |
N/A
|
3.43K
$200K
|
|
|
Jul 31, 2018
Q2 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-83Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-44.9KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Acg Wealth
|
SELL
|
- |
-4.71KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2018
Q2 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.86KClosed |
N/A
|
0
$0
|
|