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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
45New |
$2.48K - $2.6K
|
45
$2.63K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
43+ 0.21% |
$2.37K - $2.48K
|
20.1K
$1.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 9.52% |
$2.32K - $2.43K
|
483
$28.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
40+ 0.33% |
$2.21K - $2.31K
|
12.1K
$707K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
40+ 0.33% |
$2.21K - $2.31K
|
12.2K
$713K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
32+ 0.08% |
$1.77K - $1.85K
|
38.3K
$2.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
29+ 0.2% |
$1.6K - $1.68K
|
14.2K
$833K
|
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
BUY
|
- |
27+ 0.41% |
$1.49K - $1.56K
|
6.69K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26+ 433.33% |
$1.44K - $1.5K
|
32
$1.87K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 0.62% |
$828 - $867
|
2.42K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
13+ 0.23% |
$718 - $751
|
5.56K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
13New |
$718 - $751
|
13
$761
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12+ 0.11% |
$663 - $693
|
10.8K
$633K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10New |
$552 - $578
|
10
$585
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8+ 9.2% |
$442 - $462
|
95
$5.56K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7+ 0.1% |
$386 - $404
|
6.98K
$409K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.94% |
$386 - $404
|
748
$43.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.11% |
$276 - $289
|
4.46K
$261K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 0.02% |
$276 - $289
|
21.5K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
4+ 0.07% |
$221 - $231
|
6.09K
$356K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.1% |
$221 - $231
|
3.98K
$233K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.93% |
$221 - $231
|
436
$25.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.19% |
$166 - $173
|
1.56K
$91.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.29% |
$110 - $116
|
689
$40.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.68% |
$55.2 - $57.8
|
147
$8.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.3% |
$55.2 - $57.8
|
331
$19.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 1.28% |
$55.2 - $57.8
|
79
$4.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 0.12% |
$552 - $578
|
8.22K
$481K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-60Closed |
$3.31K - $3.47K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-63- 0.42% |
$3.48K - $3.64K
|
15.1K
$882K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-68- 0.08% |
$3.75K - $3.93K
|
83.3K
$4.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 2.16% |
$4.09K - $4.27K
|
3.35K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-77- 7.03% |
$4.25K - $4.45K
|
1.02K
$59.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 12.12% |
$5.02K - $5.26K
|
660
$38.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-97- 0.89% |
$5.36K - $5.6K
|
10.8K
$634K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-98- 2.7% |
$5.41K - $5.66K
|
3.53K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-103- 7.66% |
$5.69K - $5.95K
|
1.24K
$72.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-116- 0.16% |
$6.4K - $6.7K
|
74.1K
$4.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-134- 1.08% |
$7.4K - $7.74K
|
12.2K
$716K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-145- 2.69% |
$8.01K - $8.38K
|
5.25K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-170- 3.81% |
$9.39K - $9.82K
|
4.29K
$251K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-184- 4.04% |
$10.2K - $10.6K
|
4.37K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-185- 3.77% |
$10.2K - $10.7K
|
4.72K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 1.36% |
$10.4K - $10.9K
|
13.6K
$798K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-190Closed |
$10.5K - $11K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-206- 1.25% |
$11.4K - $11.9K
|
16.2K
$949K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-214- 4.7% |
$11.8K - $12.4K
|
4.34K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-220Closed |
$12.1K - $12.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-222- 5.57% |
$12.3K - $12.8K
|
3.76K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-271Closed |
$15K - $15.7K
|
0
$0
|