Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-241K- 97.74% |
$13.8M - $14.4M
|
5.58K
$326K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30K- 48.9% |
$1.72M - $1.79M
|
31.3K
$1.83M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 3.95% |
$1.01M - $1.05M
|
427K
$25M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.2K- 74.47% |
$644K - $670K
|
3.85K
$225K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.23K- 12.81% |
$529K - $551K
|
62.9K
$3.68M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.02K- 6.43% |
$517K - $538K
|
131K
$7.68M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 23.72% |
$392K - $408K
|
22K
$1.29M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.28K- 49.26% |
$360K - $374K
|
6.47K
$378K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.15K- 96.43% |
$238K - $248K
|
154
$9.01K
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.48K- 5.84% |
$199K - $207K
|
56.1K
$3.28M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.07K- 14.49% |
$176K - $183K
|
18.1K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.35% |
$164K - $171K
|
82.7K
$4.84M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.71K- 11.52% |
$156K - $162K
|
20.8K
$1.22M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 16.28% |
$104K - $108K
|
9.34K
$547K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 2.69% |
$93.4K - $97.2K
|
59K
$3.45M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.61K- 12.62% |
$92.4K - $96.2K
|
11.2K
$653K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.3K- 4.56% |
$74.7K - $77.8K
|
27.3K
$1.6M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 1.43% |
$72.9K - $75.8K
|
87.6K
$5.12M
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.2K- 10.54% |
$68.6K - $71.4K
|
10.2K
$594K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.15K- 4.62% |
$65.8K - $68.5K
|
23.7K
$1.39M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.94% |
$63.9K - $66.5K
|
7.5K
$439K
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-934- 14.0% |
$53.5K - $55.7K
|
5.74K
$336K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-815- 5.85% |
$46.7K - $48.6K
|
13.1K
$767K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-771- 7.42% |
$44.2K - $46K
|
9.62K
$563K
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-768- 3.83% |
$44K - $45.8K
|
19.3K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467- 6.73% |
$26.8K - $27.9K
|
6.47K
$379K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-432- 0.27% |
$24.8K - $25.8K
|
162K
$9.5M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-379- 1.15% |
$21.7K - $22.6K
|
32.5K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-374- 3.55% |
$21.4K - $22.3K
|
10.2K
$595K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 6.43% |
$16.2K - $16.8K
|
4.1K
$240K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-274- 2.13% |
$15.7K - $16.3K
|
12.6K
$735K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-271- 31.59% |
$15.5K - $16.2K
|
587
$34.3K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-265- 4.58% |
$15.2K - $15.8K
|
5.52K
$323K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-244- 1.09% |
$14K - $14.6K
|
22.1K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-218- 5.84% |
$12.5K - $13K
|
3.51K
$205K
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-188- 2.06% |
$10.8K - $11.2K
|
8.96K
$524K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.11% |
$10.6K - $11K
|
16.5K
$965K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-170- 2.65% |
$9.74K - $10.1K
|
6.25K
$365K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.97% |
$6.76K - $7.04K
|
5.88K
$344K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-118- 0.43% |
$6.76K - $7.04K
|
27.4K
$1.6M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-116- 0.92% |
$6.65K - $6.92K
|
12.5K
$733K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112- 0.55% |
$6.42K - $6.68K
|
20.1K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 11.76% |
$5.73K - $5.97K
|
750
$43.9K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-53- 0.49% |
$3.04K - $3.16K
|
10.8K
$631K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-42- 0.9% |
$2.41K - $2.51K
|
4.6K
$269K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.12% |
$1.55K - $1.61K
|
22.6K
$1.32M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$460K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 0.57% |
$974 - $1.01K
|
2.97K
$174K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 2.52% |
$860 - $895
|
580
$33.9K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.23% |
$573 - $597
|
4.41K
$258K
|