Purchases and Sales Made in Q4 2021 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.53KNew |
$416K - $435K
|
7.53K
$440K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
7.12KNew |
$393K - $411K
|
7.12K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.69K+ 87.33% |
$369K - $386K
|
14.3K
$839K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
6.27KNew |
$346K - $362K
|
6.27K
$367K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$320K - $335K
|
5.8K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.75KNew |
$318K - $332K
|
5.75K
$337K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.7K+ 8.67% |
$315K - $329K
|
71.4K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
5th Street Advisors, LLC
|
BUY
|
- |
5.69KNew |
$314K - $328K
|
5.69K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.25K+ 16.06% |
$290K - $303K
|
37.9K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
5.22KNew |
$288K - $302K
|
5.22K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
5.14KNew |
$284K - $297K
|
5.14K
$301K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.95KNew |
$274K - $286K
|
4.95K
$290K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.92KNew |
$272K - $284K
|
4.92K
$288K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.74KNew |
$262K - $274K
|
4.74K
$277K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 50.99% |
$253K - $265K
|
13.6K
$795K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.41KNew |
$243K - $255K
|
4.41K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.25K+ 39.93% |
$234K - $245K
|
14.9K
$870K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
4.19KNew |
$231K - $242K
|
4.19K
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4.01K+ 81.47% |
$221K - $231K
|
8.92K
$522K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$211K - $221K
|
3.83K
$224K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.6K+ 8.63% |
$199K - $208K
|
45.3K
$2.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.6K+ 83.24% |
$199K - $208K
|
7.92K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.55KNew |
$196K - $205K
|
3.55K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.37KNew |
$186K - $195K
|
3.37K
$197K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.67KNew |
$147K - $154K
|
2.67K
$156K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.62KNew |
$145K - $152K
|
2.62K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61K+ 61.38% |
$144K - $151K
|
6.85K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.46KNew |
$136K - $142K
|
2.46K
$144K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.32K+ 4.59% |
$128K - $134K
|
52.8K
$3.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 2149.06% |
$126K - $132K
|
2.38K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.26K+ 4.6% |
$125K - $131K
|
51.4K
$3.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.19K+ 19.83% |
$121K - $126K
|
13.2K
$772K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 6.98% |
$119K - $125K
|
33.1K
$1.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.14K+ 389.62% |
$118K - $124K
|
2.69K
$157K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.12K+ 68.06% |
$117K - $122K
|
5.23K
$306K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
2.03K+ 4.15% |
$112K - $117K
|
50.8K
$2.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 0.95% |
$109K - $114K
|
208K
$12.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.92K+ 2.11% |
$106K - $111K
|
93K
$5.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.84K+ 184.18% |
$102K - $106K
|
2.84K
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.7KNew |
$93.9K - $98.3K
|
1.7K
$99.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
1.53K+ 7.36% |
$84.3K - $88.2K
|
22.3K
$1.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.5KNew |
$82.8K - $86.7K
|
1.5K
$87.8K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.42K+ 15.15% |
$78.3K - $81.9K
|
10.8K
$630K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.4K+ 5.65% |
$77.4K - $81K
|
26.2K
$1.53M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.36K+ 3.7% |
$74.9K - $78.3K
|
38K
$2.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 5604.17% |
$74.3K - $77.7K
|
1.37K
$80.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.31K+ 1.04% |
$72.5K - $75.9K
|
127K
$7.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.2KNew |
$66.3K - $69.3K
|
1.2K
$70.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.11K+ 1.75% |
$61.2K - $64K
|
64.3K
$3.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 18.72% |
$61.2K - $64K
|
7.03K
$411K
|