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
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
226
+ 0.6%
$11.1K - $11.8K
38K $2.22M
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
213
+ 2.29%
$10.5K - $11.1K
9.5K $556K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
211
+ 0.73%
$10.4K - $11K
29.1K $1.71M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
164
+ 3.59%
$8.07K - $8.56K
4.73K $277K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
140
+ 3.89%
$6.89K - $7.31K
3.74K $219K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
138
+ 3.14%
$6.79K - $7.2K
4.53K $265K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
134
+ 10.94%
$6.6K - $6.99K
1.36K $79.6K
Nov 01, 2023 Q3 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
124
+ 2.23%
$6.1K - $6.47K
5.69K $333K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
115
+ 2.09%
$5.66K - $6K
5.63K $330K
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

BUY
 -
114
+ 2.07%
$5.61K - $5.95K
5.62K $329K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
106
+ 0.75%
$5.22K - $5.53K
14.2K $832K
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
103
+ 1.29%
$5.07K - $5.38K
8.09K $474K
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
98
+ 1.81%
$4.82K - $5.12K
5.51K $322K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
97
+ 0.56%
$4.77K - $5.06K
17.3K $1.02M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
95
New
$4.68K - $4.96K
95 $5.56K
Nov 09, 2023 Q3 2023
Efg Asset Management (Americas) Corp.

BUY
 -
68
+ 0.76%
$3.35K - $3.55K
9K $527K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
62
+ 0.55%
$3.05K - $3.24K
11.3K $664K
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

BUY
 -
56
+ 0.17%
$2.76K - $2.92K
32.6K $1.91M
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

BUY
 -
54
+ 0.75%
$2.66K - $2.82K
7.24K $424K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
52
+ 0.16%
$2.56K - $2.71K
32.9K $1.92M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
48
+ 1.04%
$2.36K - $2.51K
4.67K $273K
Oct 13, 2023 Q3 2023
Divergent Planning, LLC

BUY
 -
46
+ 0.78%
$2.26K - $2.4K
5.97K $349K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
44
+ 0.33%
$2.17K - $2.3K
13.3K $781K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
38
+ 3.61%
$1.87K - $1.98K
1.09K $63.8K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
34
+ 0.06%
$1.67K - $1.77K
55.9K $3.27M
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
25
+ 4.83%
$1.23K - $1.31K
543 $31.8K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
25
+ 0.51%
$1.23K - $1.31K
4.97K $291K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
23
+ 0.05%
$1.13K - $1.2K
44.3K $2.6M
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
20
+ 0.73%
$984 - $1.04K
2.76K $161K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
19
+ 0.31%
$935 - $992
6.09K $357K
Oct 24, 2023 Q3 2023
Bay Harbor Wealth Management, LLC

BUY
 -
17
+ 1.66%
$837 - $887
1.04K $60.9K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
15
+ 1.9%
$738 - $783
805 $47.1K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
15
+ 1.1%
$738 - $783
1.38K $80.7K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
14
+ 0.07%
$689 - $731
20K $1.17M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
14
+ 0.09%
$689 - $731
16.3K $954K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
13
+ 0.3%
$640 - $679
4.3K $252K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
12
+ 0.72%
$591 - $626
1.69K $98.7K
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
12
+ 0.14%
$591 - $626
8.68K $508K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10
+ 0.13%
$492 - $522
7.49K $438K
Oct 10, 2023 Q3 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
8
+ 0.18%
$394 - $418
4.37K $256K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
5
+ 0.45%
$246 - $261
1.12K $65.6K
Nov 13, 2023 Q3 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
5
+ 0.06%
$246 - $261
8.82K $517K
Nov 13, 2023 Q3 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
4
+ 0.9%
$197 - $209
449 $26.3K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
3
+ 0.38%
$148 - $157
787 $46.1K
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1
+ 0.15%
$49.2 - $52.2
660 $38.6K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.66%
$49.2 - $52.2
152 $8.9K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1
+ 0.0%
$49.2 - $52.2
22.4K $1.31M
Nov 13, 2023 Q3 2023
Fca Corp

Houston, TX
SELL
 -
-4
- 0.07%
$197 - $209
5.97K $350K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-7
- 33.33%
$345 - $365
14 $820

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