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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.44KNew |
$465K - $493K
|
9.44K
$552K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
433New |
$21.3K - $22.6K
|
433
$25.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.15% |
$49.2 - $52.2
|
660
$38.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
799+ 16.02% |
$39.3K - $41.7K
|
5.79K
$339K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
271New |
$13.3K - $14.1K
|
271
$15.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
346New |
$17K - $18.1K
|
346
$20.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
781+ 1.97% |
$38.4K - $40.8K
|
40.4K
$2.36M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
109K+ 306.38% |
$5.38M - $5.61M
|
144K
$8.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 83.33% |
$1.24K - $1.29K
|
5
$293
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$734K - $765K
|
14.9K
$869K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
215New |
$10.6K - $11.1K
|
215
$12.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
55New |
$2.72K - $2.83K
|
55
$3.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
84New |
$4.15K - $4.33K
|
84
$4.91K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
570+ 6.8% |
$28.2K - $29.3K
|
8.95K
$523K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
8.93KNew |
$441K - $460K
|
8.93K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 91.9% |
$19.6K - $20.4K
|
35
$2.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 5.15% |
$8.35K - $8.7K
|
3.45K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.5K- 23.0% |
$74.1K - $77.2K
|
5.02K
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-383- 5.32% |
$18.9K - $19.7K
|
6.81K
$398K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.41K- 36.1% |
$169K - $176K
|
6.04K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-30- 0.56% |
$1.48K - $1.54K
|
5.28K
$309K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 56.25% |
$445 - $463
|
25
$1.46K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.54K+ 29.72% |
$125K - $131K
|
11.1K
$648K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
640+ 5.11% |
$30.4K - $32.6K
|
13.2K
$770K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.1KNew |
$195K - $209K
|
4.1K
$240K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$47.5K - $50.9K
|
1K
$58.5K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-4- 0.03% |
$190 - $204
|
14K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 48.98% |
$69.3K - $74.3K
|
1.52K
$88.9K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.35K+ 93.55% |
$207K - $221K
|
9K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164K- 97.51% |
$7.8M - $8.37M
|
4.2K
$246K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40- 0.32% |
$1.9K - $2.04K
|
12.4K
$725K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
605+ 0.61% |
$28.7K - $30.8K
|
99.3K
$5.81M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$47.5 - $50.9
|
1
$58.5
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.39K- 38.83% |
$208K - $223K
|
6.91K
$404K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$70.8K - $75.9K
|
1.49K
$87.2K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-120- 2.71% |
$5.7K - $6.11K
|
4.31K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.27KNew |
$298K - $319K
|
6.27K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
143KNew |
$6.77M - $7.26M
|
143K
$8.34M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-534- 11.2% |
$25.4K - $27.2K
|
4.23K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
80New |
$3.8K - $4.07K
|
80
$4.68K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4- 0.02% |
$190 - $204
|
18K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 28.45% |
$83.4K - $89.4K
|
4.42K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.2KNew |
$200K - $214K
|
4.2K
$246K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 32.79% |
$231K - $248K
|
19.7K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-23- 3.18% |
$1.09K - $1.17K
|
700
$41K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27New |
$1.28K - $1.37K
|
27
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.23KNew |
$201K - $215K
|
4.23K
$248K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.93K- 27.53% |
$91.7K - $98.3K
|
5.08K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$196K - $210K
|
4.13K
$242K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.94K- 19.71% |
$282K - $302K
|
24.2K
$1.41M
|
|