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 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
32+ 9.44% |
$1.76K - $1.9K
|
371
$21.7K
|
|
|
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
$1.35K
|
|
|
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
$3.86K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$72.4K - $76.9K
|
1.36K
$79.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-750- 10.4% |
$40K - $42.5K
|
6.46K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.8K+ 2.85% |
$2.39M - $2.54M
|
1.62M
$94.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
345+ 8.71% |
$18.4K - $19.5K
|
4.31K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-122- 18.02% |
$6.51K - $6.91K
|
555
$32.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-307- 5.04% |
$16.4K - $17.4K
|
5.79K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.3KNew |
$817K - $867K
|
15.3K
$896K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
846+ 11.96% |
$45.1K - $47.9K
|
7.92K
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.62KNew |
$193K - $205K
|
3.62K
$211K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.76KNew |
$254K - $270K
|
4.76K
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 0.17% |
$480 - $509
|
5.26K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-19.6K- 38.79% |
$1.04M - $1.11M
|
30.9K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-234- 25.08% |
$12.5K - $13.2K
|
699
$40.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$229K - $243K
|
4.3K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.41% |
$160 - $170
|
726
$42.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$77.1K - $81.9K
|
1.45K
$84.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-620- 24.97% |
$33.1K - $35.1K
|
1.86K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.14K- 42.74% |
$168K - $178K
|
4.21K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.5KNew |
$668K - $709K
|
12.5K
$732K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500New |
$26.7K - $28.3K
|
500
$29.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
225+ 84.91% |
$12K - $12.7K
|
490
$28.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-107- 2.66% |
$5.71K - $6.06K
|
3.92K
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.14% |
$267 - $283
|
3.66K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.7K- 81.06% |
$835K - $886K
|
3.66K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14New |
$747 - $793
|
14
$819
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.45K+ 42.29% |
$291K - $309K
|
18.3K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
35New |
$1.87K - $1.98K
|
35
$2.05K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5KNew |
$550K - $586K
|
10.5K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.42K- 15.51% |
$179K - $191K
|
18.6K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
405+ 6.33% |
$21.2K - $22.6K
|
6.8K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.7K- 79.47% |
$1.71M - $1.82M
|
8.45K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-498- 1.96% |
$26K - $27.7K
|
24.9K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27.9K- 79.14% |
$1.46M - $1.56M
|
7.37K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.33% |
$52.3 - $55.7
|
307
$18K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$209 - $223
|
4
$234
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83- 45.36% |
$4.34K - $4.62K
|
100
$5.85K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10K- 65.43% |
$524K - $558K
|
5.3K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.92K- 41.55% |
$153K - $163K
|
4.11K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.19KNew |
$62.2K - $66.3K
|
1.19K
$69.6K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
28New |
$1.46K - $1.56K
|
28
$1.64K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55+ 0.36% |
$2.87K - $3.06K
|
15.2K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.94K- 60.79% |
$363K - $386K
|
4.48K
$262K
|
|