Purchases and Sales Made in Q3 2023 in Ishares Tr Core Growth Allocat (AOR)
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 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-870- 3.96% |
$42.8K - $45.4K
|
21.1K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-912- 8.4% |
$44.9K - $47.6K
|
9.94K
$582K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-974- 3.77% |
$47.9K - $50.8K
|
24.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.03K- 3.44% |
$50.5K - $53.6K
|
28.9K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.14K- 19.42% |
$56.2K - $59.6K
|
4.74K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.17K- 12.17% |
$57.4K - $60.9K
|
8.42K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.2K- 0.43% |
$59.1K - $62.7K
|
279K
$16.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.33K- 9.18% |
$65.6K - $69.5K
|
13.2K
$772K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 8.07% |
$65.9K - $69.9K
|
15.2K
$893K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.4K- 9.31% |
$68.8K - $73K
|
13.6K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.48K- 12.51% |
$72.8K - $77.2K
|
10.3K
$606K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.54K- 8.21% |
$75.8K - $80.4K
|
17.2K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.61K- 23.59% |
$79.2K - $84K
|
5.21K
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.7K- 2.29% |
$83.6K - $88.7K
|
72.5K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.76K- 1.47% |
$86.4K - $91.6K
|
118K
$6.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.85K- 5.7% |
$90.8K - $96.3K
|
30.5K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.11K- 24.17% |
$104K - $110K
|
6.61K
$387K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.11K- 11.11% |
$104K - $110K
|
16.9K
$988K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.2K- 23.64% |
$108K - $115K
|
7.11K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 8.47% |
$114K - $121K
|
25.1K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.4K- 7.54% |
$118K - $125K
|
29.4K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.63K- 9.73% |
$130K - $137K
|
24.4K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.46K- 1.03% |
$170K - $181K
|
332K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.57K- 4.11% |
$176K - $186K
|
83.2K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.99K- 4.77% |
$196K - $208K
|
79.7K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.26K- 8.75% |
$209K - $222K
|
44.4K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.6K- 25.45% |
$227K - $240K
|
13.5K
$790K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-4.65K- 43.13% |
$229K - $242K
|
6.13K
$359K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-4.87K- 23.88% |
$239K - $254K
|
15.5K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.86K- 55.66% |
$288K - $306K
|
4.67K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.96K- 3.54% |
$293K - $311K
|
163K
$9.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.5K- 49.52% |
$320K - $339K
|
6.62K
$388K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.36K- 15.2% |
$461K - $489K
|
52.2K
$3.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11.2K- 7.96% |
$553K - $586K
|
130K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13K- 47.16% |
$639K - $677K
|
14.5K
$851K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15K- 21.72% |
$737K - $782K
|
54K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19K- 10.8% |
$936K - $992K
|
157K
$9.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26K- 80.5% |
$1.28M - $1.36M
|
6.3K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-31.5K- 2.04% |
$1.55M - $1.65M
|
1.51M
$88.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 36.54% |
$5.76M - $6.11M
|
203K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-145K- 85.81% |
$7.14M - $7.57M
|
24K
$1.4M
|