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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
81+ 11.62% |
$3.63K - $4.13K
|
778
$45.6K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62+ 0.59% |
$2.78K - $3.16K
|
10.5K
$617K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
60+ 8.3% |
$2.69K - $3.06K
|
783
$45.9K
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
58+ 1.1% |
$2.6K - $2.96K
|
5.34K
$313K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
55New |
$2.46K - $2.8K
|
55
$3.22K
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
50+ 0.84% |
$2.24K - $2.55K
|
5.99K
$350K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49+ 3.64% |
$2.19K - $2.5K
|
1.39K
$81.6K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 0.41% |
$2.1K - $2.4K
|
11.4K
$670K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 1.42% |
$2.1K - $2.4K
|
3.35K
$196K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.03K - $1.17K
|
23
$1.35K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18+ 0.72% |
$806 - $918
|
2.5K
$147K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 9.04% |
$761 - $867
|
205
$12K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15+ 0.22% |
$672 - $765
|
6.92K
$405K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13+ 0.17% |
$582 - $663
|
7.78K
$455K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.71% |
$493 - $561
|
1.57K
$91.7K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.1% |
$313 - $357
|
7.28K
$426K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6+ 60.0% |
$269 - $306
|
16
$937
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.46% |
$269 - $306
|
1.32K
$77.1K
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.81% |
$269 - $306
|
744
$43.6K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.05% |
$179 - $204
|
7.51K
$440K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.69% |
$134 - $153
|
440
$25.8K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.04% |
$89.6 - $102
|
4.66K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$44.8 - $51
|
9.56K
$560K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.68% |
$44.8 - $51
|
149
$8.73K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 12.5% |
$44.8 - $51
|
9
$527
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$89.6 - $102
|
6.44K
$377K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.02% |
$179 - $204
|
19.3K
$1.13M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.08% |
$1.16K - $1.33K
|
33.9K
$1.98M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.58% |
$1.25K - $1.43K
|
4.83K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 30.09% |
$1.52K - $1.73K
|
79
$4.63K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-37- 0.55% |
$1.66K - $1.89K
|
6.69K
$392K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-55- 21.57% |
$2.46K - $2.8K
|
200
$11.7K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-58- 0.57% |
$2.6K - $2.96K
|
10.2K
$596K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-59- 72.84% |
$2.64K - $3.01K
|
22
$1.29K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104- 9.71% |
$4.66K - $5.3K
|
967
$56.6K
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-125- 1.68% |
$5.6K - $6.37K
|
7.31K
$428K
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-149- 2.59% |
$6.67K - $7.6K
|
5.61K
$328K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-193- 3.95% |
$8.64K - $9.84K
|
4.7K
$275K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-209- 1.28% |
$9.36K - $10.7K
|
16.1K
$945K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-217- 0.95% |
$9.72K - $11.1K
|
22.6K
$1.33M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-259- 0.13% |
$11.6K - $13.2K
|
200K
$11.7M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-259- 70.19% |
$11.6K - $13.2K
|
110
$6.44K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-265- 2.86% |
$11.9K - $13.5K
|
9K
$527K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-300- 34.92% |
$13.4K - $15.3K
|
559
$32.7K
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-305- 6.01% |
$13.7K - $15.5K
|
4.77K
$279K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-312- 1.92% |
$14K - $15.9K
|
16K
$935K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-337- 0.69% |
$15.1K - $17.2K
|
48.2K
$2.82M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-340- 2.16% |
$15.2K - $17.3K
|
15.4K
$902K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-393- 0.43% |
$17.6K - $20K
|
90.9K
$5.33M
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-407- 7.94% |
$18.2K - $20.7K
|
4.72K
$276K
|