Purchases and Sales Made in Q2 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-113- 23.44% |
$5.32K - $6.13K
|
369
$21.6K
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-120- 2.76% |
$5.65K - $6.51K
|
4.22K
$247K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125- 28.41% |
$5.88K - $6.78K
|
315
$18.4K
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-169- 0.56% |
$7.95K - $9.16K
|
29.9K
$1.75M
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-177- 1.17% |
$8.33K - $9.6K
|
14.9K
$873K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-218- 0.78% |
$10.3K - $11.8K
|
27.6K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-220- 2.42% |
$10.4K - $11.9K
|
8.85K
$518K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-267- 5.18% |
$12.6K - $14.5K
|
4.89K
$286K
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-285- 0.37% |
$13.4K - $15.5K
|
76.8K
$4.49M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-286- 17.92% |
$13.5K - $15.5K
|
1.31K
$76.6K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-310- 13.53% |
$14.6K - $16.8K
|
1.98K
$116K
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-363- 0.97% |
$17.1K - $19.7K
|
36.9K
$2.16M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-363- 3.35% |
$17.1K - $19.7K
|
10.5K
$613K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-377Closed |
$17.7K - $20.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-383- 4.82% |
$18K - $20.8K
|
7.57K
$443K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-390- 66.1% |
$18.4K - $21.1K
|
200
$11.7K
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-390- 6.86% |
$18.4K - $21.1K
|
5.3K
$310K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-397- 4.86% |
$18.7K - $21.5K
|
7.77K
$454K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-475Closed |
$22.4K - $25.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-502- 6.26% |
$23.6K - $27.2K
|
7.51K
$440K
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-532- 4.85% |
$25K - $28.8K
|
10.4K
$611K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-560- 96.55% |
$26.4K - $30.4K
|
20
$1.17K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-572- 8.16% |
$26.9K - $31K
|
6.44K
$377K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-612- 5.41% |
$28.8K - $33.2K
|
10.7K
$625K
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-613- 12.21% |
$28.9K - $33.2K
|
4.41K
$258K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-636- 4.29% |
$29.9K - $34.5K
|
14.2K
$829K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-638- 3.76% |
$30K - $34.6K
|
16.4K
$957K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-677- 0.49% |
$31.9K - $36.7K
|
138K
$8.08M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-710- 34.55% |
$33.4K - $38.5K
|
1.35K
$78.7K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-749- 2.28% |
$35.3K - $40.6K
|
32.1K
$1.88M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-845Closed |
$39.8K - $45.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-862- 35.66% |
$40.6K - $46.7K
|
1.56K
$91K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-863- 0.94% |
$40.6K - $46.8K
|
91.3K
$5.34M
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-870- 3.88% |
$41K - $47.2K
|
21.5K
$1.26M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-888- 2.06% |
$41.8K - $48.1K
|
42.2K
$2.47M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-975- 0.75% |
$45.9K - $52.9K
|
129K
$7.57M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 19.86% |
$49.8K - $57.4K
|
4.27K
$250K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.2KClosed |
$56.5K - $65.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.23KClosed |
$57.9K - $66.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.25K- 9.2% |
$58.8K - $67.7K
|
12.3K
$721K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.25K- 7.49% |
$58.8K - $67.8K
|
15.4K
$903K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.25K- 2.6% |
$59K - $67.9K
|
46.9K
$2.74M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.35K- 5.19% |
$63.5K - $73.2K
|
24.7K
$1.44M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 6.01% |
$69.1K - $79.6K
|
23K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.6K- 2.43% |
$75.2K - $86.6K
|
64.3K
$3.76M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.74KClosed |
$81.9K - $94.4K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.09K- 23.04% |
$98.1K - $113K
|
6.97K
$407K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.1KClosed |
$98.8K - $114K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.13K- 3.42% |
$100K - $115K
|
60.1K
$3.52M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.13K- 71.43% |
$100K - $116K
|
853
$49.9K
|