Purchases and Sales Made in Q3 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.23K+ 93.74% |
$100K - $114K
|
4.62K
$270K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.19KNew |
$97.8K - $111K
|
2.19K
$128K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.85K+ 2.41% |
$82.9K - $94.4K
|
78.7K
$4.61M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.72K+ 3.79% |
$76.9K - $87.6K
|
47.1K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.48KNew |
$66.3K - $75.5K
|
1.48K
$86.7K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.47K+ 3.02% |
$65.9K - $75K
|
50.3K
$2.94M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.42K+ 53.85% |
$63.5K - $72.3K
|
4.05K
$237K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.33K+ 67.14% |
$59.6K - $67.8K
|
3.31K
$194K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.3K+ 4.42% |
$58.1K - $66.2K
|
30.6K
$1.79M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26KNew |
$56.6K - $64.4K
|
1.26K
$74K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.17K+ 36.07% |
$52.5K - $59.8K
|
4.43K
$259K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.14K+ 8.66% |
$51.2K - $58.3K
|
14.4K
$841K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.1K+ 7.5% |
$49.1K - $55.9K
|
15.7K
$921K
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
1.04K+ 8.39% |
$46.3K - $52.8K
|
13.4K
$783K
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
997+ 1.45% |
$44.6K - $50.8K
|
69.9K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
859+ 4.77% |
$38.5K - $43.8K
|
18.9K
$1.1M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
814+ 16.12% |
$36.5K - $41.5K
|
5.87K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
734+ 8.29% |
$32.9K - $37.4K
|
9.59K
$561K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
701+ 6.52% |
$31.4K - $35.7K
|
11.5K
$671K
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
694+ 3.96% |
$31.1K - $35.4K
|
18.2K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
687+ 5.55% |
$30.8K - $35K
|
13.1K
$765K
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
643+ 11.24% |
$28.8K - $32.8K
|
6.36K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
509+ 10.24% |
$22.8K - $25.9K
|
5.48K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
439+ 6.8% |
$19.7K - $22.4K
|
6.9K
$404K
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
382+ 3.01% |
$17.1K - $19.5K
|
13.1K
$764K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
360+ 6.1% |
$16.1K - $18.4K
|
6.26K
$366K
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
345+ 7.82% |
$15.4K - $17.6K
|
4.75K
$278K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
343+ 5.29% |
$15.4K - $17.5K
|
6.82K
$399K
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
325+ 2.56% |
$14.6K - $16.6K
|
13K
$763K
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
292+ 2.98% |
$13.1K - $14.9K
|
10.1K
$590K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
290+ 3.74% |
$13K - $14.8K
|
8.05K
$471K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
277+ 1.9% |
$12.4K - $14.1K
|
14.8K
$868K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
261+ 9.43% |
$11.7K - $13.3K
|
3.03K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
247New |
$11.1K - $12.6K
|
247
$14.5K
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
229+ 2.8% |
$10.3K - $11.7K
|
8.42K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
216+ 2.87% |
$9.67K - $11K
|
7.73K
$453K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
215New |
$9.63K - $11K
|
215
$12.6K
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
202+ 0.55% |
$9.05K - $10.3K
|
37.1K
$2.17M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$8.96K - $10.2K
|
200
$11.7K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
189+ 3.43% |
$8.46K - $9.64K
|
5.7K
$333K
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
178+ 2.05% |
$7.97K - $9.07K
|
8.84K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176+ 2.02% |
$7.88K - $8.97K
|
8.88K
$520K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
163+ 5.1% |
$7.3K - $8.31K
|
3.36K
$197K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
160+ 0.7% |
$7.16K - $8.16K
|
23.1K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
157+ 2.5% |
$7.03K - $8K
|
6.43K
$376K
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
145+ 2.78% |
$6.49K - $7.39K
|
5.37K
$314K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
133+ 1.88% |
$5.96K - $6.78K
|
7.21K
$422K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
120+ 0.92% |
$5.37K - $6.12K
|
13.1K
$767K
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
112+ 2.55% |
$5.02K - $5.71K
|
4.5K
$263K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
83+ 0.39% |
$3.72K - $4.23K
|
21.6K
$1.27M
|