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 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.9K- 54.96% |
$1.79M - $2.03M
|
32.7K
$1.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-40.3K- 9.42% |
$1.8M - $2.05M
|
387K
$22.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-45.4K- 11.85% |
$2.03M - $2.31M
|
337K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-46.3K- 71.97% |
$2.07M - $2.36M
|
18K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-46.6K- 9.5% |
$2.09M - $2.38M
|
444K
$26M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-47.8K- 41.4% |
$2.14M - $2.44M
|
67.6K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.7K- 19.94% |
$2.4M - $2.74M
|
216K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54K- 4.01% |
$2.42M - $2.76M
|
1.29M
$75.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-66.5K- 32.1% |
$2.98M - $3.39M
|
141K
$8.23M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-155K- 48.46% |
$6.92M - $7.88M
|
164K
$9.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170K- 58.51% |
$7.6M - $8.65M
|
120K
$7.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-240K- 92.76% |
$10.7M - $12.2M
|
18.7K
$1.1M
|