Purchases and Sales Made in Q1 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE GROWTH ALLOCAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.03K- 1.41% |
$53.6K - $57.1K
|
71.7K
$4.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-1.03K- 9.13% |
$54K - $57.5K
|
10.3K
$602K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.06K- 2.09% |
$55.4K - $59K
|
49.6K
$2.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.22K- 22.03% |
$63.8K - $68K
|
4.32K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.31K- 4.53% |
$68.6K - $73.1K
|
27.7K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.39K- 8.29% |
$72.5K - $77.3K
|
15.3K
$899K
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.4K- 2.3% |
$73K - $77.8K
|
59.3K
$3.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 42.03% |
$75.8K - $80.7K
|
2K
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 1.63% |
$78.5K - $83.7K
|
90.7K
$5.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.51K- 4.75% |
$78.7K - $83.9K
|
30.2K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.7K- 17.95% |
$89K - $94.9K
|
7.79K
$456K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.71K- 2.67% |
$89.3K - $95.2K
|
62.2K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.75K- 6.66% |
$91.5K - $97.5K
|
24.5K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.82K- 4.15% |
$95K - $101K
|
42K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 10.16% |
$118K - $126K
|
20K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.3K- 2.91% |
$120K - $128K
|
76.9K
$4.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.5K- 13.8% |
$131K - $139K
|
15.6K
$915K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.55K- 10.86% |
$133K - $142K
|
20.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.57K- 15.61% |
$134K - $143K
|
13.9K
$814K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.58K- 32.15% |
$135K - $144K
|
5.45K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.6K- 1.5% |
$136K - $145K
|
170K
$9.97M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.62K- 9.91% |
$137K - $146K
|
23.8K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.68K- 11.54% |
$140K - $149K
|
20.5K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.71K- 15.64% |
$141K - $151K
|
14.6K
$855K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.88K- 16.22% |
$151K - $161K
|
14.9K
$872K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.92K- 41.55% |
$153K - $163K
|
4.11K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.98K- 47.95% |
$155K - $166K
|
3.23K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.34K- 7.54% |
$175K - $186K
|
41K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.42K- 15.51% |
$179K - $191K
|
18.6K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.21K- 14.57% |
$220K - $234K
|
24.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.31K- 29.28% |
$225K - $240K
|
10.4K
$609K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.6K- 53.31% |
$240K - $256K
|
4.03K
$236K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.64K- 2.54% |
$242K - $258K
|
178K
$10.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.75K- 28.7% |
$248K - $265K
|
11.8K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.1K- 54.27% |
$267K - $284K
|
4.3K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.87K- 37.86% |
$306K - $327K
|
9.63K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.22K- 1.91% |
$325K - $346K
|
319K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.28K- 26.12% |
$328K - $350K
|
17.8K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.94K- 60.79% |
$363K - $386K
|
4.48K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.67K- 34.74% |
$401K - $427K
|
14.4K
$843K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10K- 65.43% |
$524K - $558K
|
5.3K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11.6K- 64.53% |
$605K - $644K
|
6.36K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 44.23% |
$720K - $767K
|
17.4K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.9K- 11.12% |
$880K - $938K
|
135K
$7.89M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-18.1K- 25.47% |
$944K - $1.01M
|
52.9K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.9K- 49.04% |
$1.2M - $1.28M
|
23.8K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-26.8K- 81.05% |
$1.4M - $1.49M
|
6.26K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27.9K- 79.14% |
$1.46M - $1.56M
|
7.37K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.2K- 2.26% |
$1.48M - $1.57M
|
1.22M
$71.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.9K- 8.87% |
$1.61M - $1.72M
|
317K
$18.6M
|