Latest Institutional Purchases of Ishares Tr Core Growth Allocat (AOR)
This list provides information on the latest institutional transactions involving Ishares Tr Core Growth Allocat (AOR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
118+ 1.13% |
$7.2K - $7.6K
|
10.5K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
114+ 1.22% |
$6.95K - $7.34K
|
9.49K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
114+ 33.83% |
$6.95K - $7.34K
|
451
$29.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
114+ 2.57% |
$6.95K - $7.34K
|
4.55K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
110+ 0.4% |
$6.71K - $7.08K
|
27.7K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
108+ 0.99% |
$6.59K - $6.95K
|
11.1K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
102+ 2.76% |
$6.22K - $6.57K
|
3.8K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
99+ 0.84% |
$6.04K - $6.37K
|
11.8K
$767K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95+ 0.54% |
$5.79K - $6.12K
|
17.6K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91+ 1.5% |
$5.55K - $5.86K
|
6.15K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
85+ 850.0% |
$5.18K - $5.47K
|
95
$6.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
80New |
$4.88K - $5.15K
|
80
$5.18K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
80+ 2.08% |
$4.88K - $5.15K
|
3.92K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
74New |
$4.51K - $4.76K
|
74
$4.79K
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
61+ 1.58% |
$3.72K - $3.93K
|
3.91K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
60+ 1.0% |
$3.66K - $3.86K
|
6.03K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
51+ 0.72% |
$3.11K - $3.28K
|
7.11K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
48New |
$2.93K - $3.09K
|
48
$3.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
48+ 1.13% |
$2.93K - $3.09K
|
4.3K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46+ 0.2% |
$2.81K - $2.96K
|
23.2K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
42+ 0.92% |
$2.56K - $2.7K
|
4.59K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.57% |
$2.56K - $2.7K
|
7.43K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
40+ 0.58% |
$2.44K - $2.58K
|
6.93K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
37+ 0.1% |
$2.26K - $2.38K
|
38.4K
$2.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
33+ 0.52% |
$2.01K - $2.12K
|
6.44K
$417K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.24% |
$1.83K - $1.93K
|
12.4K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 0.75% |
$1.59K - $1.67K
|
3.48K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24+ 0.43% |
$1.46K - $1.55K
|
5.57K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Ckw Financial Group
|
BUY
|
- |
21+ 1.52% |
$1.28K - $1.35K
|
1.4K
$90.6K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
21+ 0.24% |
$1.28K - $1.35K
|
8.63K
$558K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17+ 0.17% |
$1.04K - $1.09K
|
9.82K
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15+ 0.23% |
$915 - $966
|
6.42K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14+ 0.15% |
$854 - $901
|
9.41K
$609K
|
|
|
Dec 01, 2025
Q3 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
11+ 0.15% |
$671 - $708
|
7.55K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.75% |
$488 - $515
|
1.08K
$69.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.14% |
$488 - $515
|
5.67K
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.44% |
$366 - $386
|
1.37K
$88.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 0.74% |
$305 - $322
|
681
$44.1K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.3% |
$244 - $258
|
1.35K
$87.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.63% |
$183 - $193
|
477
$30.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$183 - $193
|
684
$44.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.04% |
$122 - $129
|
4.8K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$122 - $129
|
2
$129
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.09% |
$61 - $64.4
|
1.16K
$75K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.78% |
$61 - $64.4
|
129
$8.35K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.03% |
$61 - $64.4
|
3.52K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.33% |
$61 - $64.4
|
44
$2.85K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$61 - $64.4
|
10.1K
$653K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$61 - $64.4
|
825
$53.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|