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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-535- 2.28% |
$29.5K - $31.7K
|
22.9K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
213+ 1.7% |
$11.7K - $12.6K
|
12.8K
$746K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-630- 4.0% |
$34.7K - $37.4K
|
15.1K
$884K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
507+ 4.18% |
$28K - $30.1K
|
12.6K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
106+ 0.52% |
$5.85K - $6.29K
|
20.4K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4KNew |
$220K - $237K
|
4K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-520- 2.53% |
$28.7K - $30.8K
|
20K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.65% |
$552 - $593
|
595
$34.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.64% |
$1.05K - $1.13K
|
2.99K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
564New |
$31.1K - $33.5K
|
564
$32.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-591- 2.25% |
$32.6K - $35.1K
|
25.7K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
542+ 6.99% |
$29.9K - $32.1K
|
8.3K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 3.15% |
$139K - $150K
|
77.5K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 7.52% |
$192K - $207K
|
42.9K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$110 - $119
|
5.92K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 18.08% |
$479K - $516K
|
56.8K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-122- 0.92% |
$6.73K - $7.24K
|
13.1K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-742- 5.46% |
$40.9K - $44K
|
12.8K
$750K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17KNew |
$64.7K - $69.6K
|
1.17K
$68.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-770- 17.78% |
$42.5K - $45.7K
|
3.56K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 0.9% |
$11.1K - $11.9K
|
22.6K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167- 4.33% |
$9.21K - $9.9K
|
3.69K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
81+ 1.09% |
$4.47K - $4.8K
|
7.5K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-315- 6.7% |
$17.4K - $18.7K
|
4.39K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.15K+ 15.65% |
$339K - $365K
|
45.4K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-150- 0.34% |
$8.27K - $8.9K
|
43.7K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.24K- 9.83% |
$68.3K - $73.4K
|
11.4K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25+ 0.76% |
$1.38K - $1.48K
|
3.32K
$194K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 4.8% |
$57K - $61.3K
|
22.6K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 9.09% |
$208K - $224K
|
45.3K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-668- 2.76% |
$36.8K - $39.6K
|
23.6K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-411- 1.19% |
$22.7K - $24.4K
|
34.2K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 3.53% |
$3.47K - $3.74K
|
1.72K
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-474- 81.03% |
$26.1K - $28.1K
|
111
$6.48K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 38.47% |
$23.3K - $25K
|
675
$39.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$61.8K - $66.4K
|
19.2K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
60+ 0.61% |
$3.31K - $3.56K
|
9.96K
$582K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
32+ 9.44% |
$1.76K - $1.9K
|
371
$21.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
46+ 0.68% |
$2.54K - $2.73K
|
6.76K
$395K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.74% |
$331 - $356
|
817
$47.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$55.2 - $59.3
|
5.17K
$302K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 83.69% |
$6.29K - $6.68K
|
23
$1.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20New |
$1.07K - $1.13K
|
20
$1.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.2KNew |
$1.13M - $1.2M
|
21.2K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$1.03M - $1.1M
|
19.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-348- 4.35% |
$18.6K - $19.7K
|
7.65K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 1.49% |
$53.3 - $56.6
|
66
$3.85K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$72.4K - $76.9K
|
1.36K
$79.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-750- 10.4% |
$40K - $42.5K
|
6.46K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.8K+ 2.85% |
$2.39M - $2.54M
|
1.62M
$94.4M
|
|