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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$193K - $208K
|
3.5K
$206K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.45KNew |
$190K - $204K
|
3.45K
$203K
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.16K+ 2.16% |
$119K - $128K
|
102K
$6.02M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 34.05% |
$84.1K - $90.4K
|
6K
$354K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17KNew |
$64.7K - $69.6K
|
1.17K
$69.2K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$58.4K - $62.8K
|
1.06K
$62.4K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
683+ 6.16% |
$37.7K - $40.5K
|
11.8K
$694K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600New |
$33.1K - $35.6K
|
600
$35.4K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
564New |
$31.1K - $33.5K
|
564
$33.2K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
545New |
$30.1K - $32.3K
|
545
$32.1K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
193New |
$10.6K - $11.4K
|
193
$11.4K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
179New |
$9.87K - $10.6K
|
179
$10.5K
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
60+ 0.61% |
$3.31K - $3.56K
|
9.96K
$587K
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
32+ 9.44% |
$1.76K - $1.9K
|
371
$21.9K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
22New |
$1.21K - $1.3K
|
22
$1.3K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.75% |
$496 - $534
|
1.21K
$71.4K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.82% |
$221 - $237
|
491
$28.9K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.79% |
$55.2 - $59.3
|
127
$7.48K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.8K+ 2.85% |
$2.39M - $2.54M
|
1.62M
$95.2M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.2KNew |
$1.13M - $1.2M
|
21.2K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$1.03M - $1.1M
|
19.4K
$1.14M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.5KNew |
$668K - $709K
|
12.5K
$738K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.45K+ 42.29% |
$291K - $309K
|
18.3K
$1.08M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.76KNew |
$254K - $270K
|
4.76K
$281K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$229K - $243K
|
4.3K
$253K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.62KNew |
$193K - $205K
|
3.62K
$213K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$77.1K - $81.9K
|
1.45K
$85.2K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$72.4K - $76.9K
|
1.36K
$80K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500New |
$26.7K - $28.3K
|
500
$29.5K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
345+ 8.71% |
$18.4K - $19.5K
|
4.31K
$254K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
225+ 84.91% |
$12K - $12.7K
|
490
$28.9K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
35New |
$1.87K - $1.98K
|
35
$2.06K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20New |
$1.07K - $1.13K
|
20
$1.18K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14New |
$747 - $793
|
14
$825
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 0.17% |
$480 - $509
|
5.26K
$310K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.41% |
$160 - $170
|
726
$42.8K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.4KNew |
$594K - $633K
|
11.4K
$670K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5KNew |
$261K - $278K
|
5K
$295K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$189K - $201K
|
3.62K
$213K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.4K+ 17.78% |
$73K - $77.8K
|
9.25K
$545K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.19KNew |
$62.2K - $66.3K
|
1.19K
$70.1K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
405+ 6.33% |
$21.2K - $22.6K
|
6.8K
$401K
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
229+ 5.67% |
$12K - $12.8K
|
4.27K
$252K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$10.5K - $11.1K
|
200
$11.8K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$6.27K - $6.68K
|
120
$7.07K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55+ 0.36% |
$2.87K - $3.06K
|
15.2K
$897K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
28New |
$1.46K - $1.56K
|
28
$1.65K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 1.63% |
$888 - $947
|
1.06K
$62.3K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$209 - $223
|
4
$236
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.33% |
$52.3 - $55.7
|
307
$18.1K
|