Purchases and Sales Made in Q3 2023 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2023. 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 21, 2023 Q3 2023
Comerica Bank

BUY
 -
4.14K
New
$204K - $216K
4.14K $242K
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
4.05K
New
$199K - $212K
4.05K $237K
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

BUY
 -
3.58K
+ 7.61%
$176K - $187K
50.7K $2.97M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
3.16K
+ 31.66%
$156K - $165K
13.2K $771K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.12K
+ 43.04%
$153K - $163K
10.4K $606K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
3.11K
+ 881.59%
$153K - $162K
3.47K $203K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
3.11K
+ 2.39%
$153K - $162K
133K $7.79M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.83K
+ 5.6%
$139K - $148K
53.3K $3.12M
Oct 12, 2023 Q3 2023
New Capital Management LP

BUY
 -
2.81K
+ 60.66%
$138K - $147K
7.44K $436K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
2.61K
+ 27.82%
$128K - $136K
12K $702K
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
2.33K
+ 32.87%
$115K - $122K
9.43K $553K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.32K
+ 2.85%
$114K - $121K
83.8K $4.91M
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
2.25K
+ 57.7%
$111K - $117K
6.14K $360K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.12K
+ 11.79%
$104K - $111K
20.1K $1.18M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
2.1K
+ 3.63%
$103K - $109K
59.8K $3.5M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.92K
+ 16.52%
$94.7K - $100K
13.6K $795K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.7K
+ 24.64%
$83.5K - $88.6K
8.58K $503K
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.64K
+ 8.86%
$80.8K - $85.7K
20.2K $1.18M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.62K
+ 0.95%
$79.7K - $84.6K
172K $10.1M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.56K
+ 8.66%
$76.6K - $81.3K
19.5K $1.14M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.55K
+ 29.86%
$76.2K - $80.8K
6.73K $394K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
1.46K
+ 15.42%
$72K - $76.4K
11K $641K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.41K
+ 7.5%
$69.3K - $73.4K
20.2K $1.18M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.26K
New
$62.2K - $65.9K
1.26K $74K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.25K
+ 9.45%
$61.6K - $65.4K
14.5K $849K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.24K
+ 1.85%
$60.9K - $64.6K
68.3K $4M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
997
+ 3.32%
$49.1K - $52K
31.1K $1.82M
Oct 31, 2023 Q3 2023
Buttonwood Financial Group, LLC

BUY
 -
955
+ 8.98%
$47K - $49.9K
11.6K $679K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
883
+ 0.47%
$43.5K - $46.1K
190K $11.1M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
848
+ 1.8%
$41.7K - $44.3K
48K $2.81M
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
799
+ 16.02%
$39.3K - $41.7K
5.79K $339K
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
781
+ 1.97%
$38.4K - $40.8K
40.4K $2.36M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
772
New
$38K - $40.3K
772 $45.2K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
759
+ 0.77%
$37.4K - $39.6K
99.1K $5.8M
Oct 10, 2023 Q3 2023
Fort Henry Capital, LLC

BUY
 -
752
+ 1.16%
$37K - $39.3K
65.8K $3.85M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
598
+ 15.55%
$29.4K - $31.2K
4.44K $260K
Nov 09, 2023 Q3 2023
Weitzel Financial Services, Inc.

BUY
 -
563
+ 12.8%
$27.7K - $29.4K
4.96K $291K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
526
+ 198.49%
$25.9K - $27.5K
791 $46.3K
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
522
+ 1.85%
$25.7K - $27.2K
28.7K $1.68M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
485
+ 3.64%
$23.9K - $25.3K
13.8K $808K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
433
New
$21.3K - $22.6K
433 $25.4K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
412
+ 0.54%
$20.3K - $21.5K
76.7K $4.49M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
346
New
$17K - $18.1K
346 $20.3K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
345
+ 2.59%
$17K - $18K
13.7K $801K
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
325
+ 4.77%
$16K - $17K
7.14K $418K
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
314
+ 0.1%
$15.5K - $16.4K
301K $17.6M
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

BUY
 -
292
+ 1.36%
$14.4K - $15.2K
21.7K $1.27M
Nov 03, 2023 Q3 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
277
+ 1.24%
$13.6K - $14.5K
22.6K $1.33M
Oct 23, 2023 Q3 2023
Tfc Financial Management

BUY
 -
271
New
$13.3K - $14.1K
271 $15.9K

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