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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$10.5K - $11.1K
|
200
$11.7K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$6.27K - $6.68K
|
120
$7.02K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.87K- 37.86% |
$306K - $327K
|
9.63K
$563K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5KNew |
$261K - $278K
|
5K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-298- 7.18% |
$15.6K - $16.6K
|
3.85K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.4KNew |
$594K - $633K
|
11.4K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.22K- 1.91% |
$325K - $346K
|
319K
$18.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
229+ 5.67% |
$12K - $12.8K
|
4.27K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11New |
$575 - $612
|
11
$644
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.4K+ 17.78% |
$73K - $77.8K
|
9.25K
$541K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 1.63% |
$888 - $947
|
1.06K
$61.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$189K - $201K
|
3.62K
$211K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
432New |
$20.6K - $23.1K
|
432
$25.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
62New |
$2.96K - $3.31K
|
62
$3.63K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1New |
$47.7 - $53.4
|
1
$58.5
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.03KNew |
$383K - $429K
|
8.03K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$716 - $801
|
15
$878
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$393K - $439K
|
8.23K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
37KNew |
$1.77M - $1.98M
|
37K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 1.45% |
$3.2K - $3.58K
|
4.67K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
5.8KNew |
$277K - $310K
|
5.8K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
100+ 1.34% |
$4.77K - $5.34K
|
7.58K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5K- 49.39% |
$239K - $267K
|
5.13K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.78K+ 93.38% |
$228K - $255K
|
9.9K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
82+ 1.91% |
$3.91K - $4.38K
|
4.38K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$126K - $141K
|
2.65K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.73K- 8.87% |
$226K - $252K
|
48.6K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
650+ 18.84% |
$31K - $34.7K
|
4.1K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.36KNew |
$256K - $286K
|
5.36K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
203+ 1.43% |
$9.69K - $10.8K
|
14.4K
$843K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-360- 6.03% |
$17.2K - $19.2K
|
5.61K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.3KNew |
$2.97M - $3.32M
|
62.3K
$3.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
14+ 0.32% |
$668 - $748
|
4.39K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
121K+ 959.11% |
$5.78M - $6.47M
|
134K
$7.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-144- 26.52% |
$6.87K - $7.69K
|
399
$23.3K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2K- 3.35% |
$95.7K - $107K
|
57.8K
$3.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-880- 10.9% |
$42K - $47K
|
7.19K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.39KNew |
$210K - $235K
|
4.39K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
883New |
$42.1K - $47.2K
|
883
$51.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.41K- 2.94% |
$67.3K - $75.2K
|
46.6K
$2.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.32% |
$95.5 - $107
|
154
$9.01K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.44% |
$47.7 - $53.4
|
42
$2.46K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.79KNew |
$228K - $256K
|
4.79K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.83K- 18.2% |
$183K - $205K
|
17.2K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
73New |
$3.48K - $3.9K
|
73
$4.27K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$1.34K - $1.5K
|
4.69K
$275K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.2K- 65.66% |
$485K - $543K
|
5.32K
$311K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-69- 0.42% |
$3.4K - $3.6K
|
16.5K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.3KNew |
$555K - $588K
|
11.3K
$659K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-475- 21.93% |
$23.4K - $24.8K
|
1.69K
$98.9K
|
|