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 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-274- 4.47% |
$15.1K - $15.8K
|
5.86K
$343K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-313- 4.22% |
$17.3K - $18.1K
|
7.11K
$416K
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-313- 4.06% |
$17.3K - $18.1K
|
7.4K
$433K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-323- 7.92% |
$17.8K - $18.7K
|
3.76K
$220K
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-326- 6.97% |
$18K - $18.8K
|
4.35K
$254K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-337- 5.2% |
$18.6K - $19.5K
|
6.15K
$360K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-340- 39.91% |
$18.8K - $19.6K
|
512
$30K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-399- 4.27% |
$22K - $23.1K
|
8.94K
$523K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-469Closed |
$25.9K - $27.1K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-475- 3.58% |
$26.2K - $27.4K
|
12.8K
$749K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-479- 0.98% |
$26.4K - $27.7K
|
48.4K
$2.83M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-516- 1.73% |
$28.5K - $29.8K
|
29.3K
$1.71M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-532- 2.89% |
$29.4K - $30.7K
|
17.9K
$1.05M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-532- 6.44% |
$29.4K - $30.7K
|
7.73K
$452K
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-546- 11.99% |
$30.1K - $31.5K
|
4.01K
$234K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-665- 70.52% |
$36.7K - $38.4K
|
278
$16.3K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-724- 1.42% |
$40K - $41.8K
|
50.2K
$2.94M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-738- 0.49% |
$40.7K - $42.6K
|
150K
$8.79M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-768- 15.81% |
$42.4K - $44.4K
|
4.09K
$239K
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-812Closed |
$44.8K - $46.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-964- 6.93% |
$53.2K - $55.7K
|
13K
$758K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 35.4% |
$56.4K - $59K
|
1.86K
$109K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 0.5% |
$57.6K - $60.3K
|
207K
$12.1M
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.14% |
$59.2K - $62K
|
7.76K
$454K
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.15K- 3.0% |
$63.5K - $66.5K
|
37.2K
$2.18M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 17.29% |
$69.4K - $72.6K
|
6.01K
$352K
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.36K- 7.83% |
$75.2K - $78.7K
|
16K
$937K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.39K- 4.19% |
$76.9K - $80.5K
|
31.8K
$1.86M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 15.73% |
$77.5K - $81.1K
|
7.52K
$440K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.52K- 23.6% |
$83.9K - $87.8K
|
4.92K
$288K
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.57K- 4.63% |
$86.6K - $90.6K
|
32.3K
$1.89M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.68K- 6.89% |
$92.7K - $97K
|
22.7K
$1.33M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.54KClosed |
$140K - $146K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.89K- 13.84% |
$159K - $167K
|
18K
$1.05M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.92K- 32.86% |
$161K - $169K
|
5.97K
$349K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.42KClosed |
$189K - $197K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.76KClosed |
$207K - $217K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.29KClosed |
$237K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.8K- 83.99% |
$265K - $277K
|
915
$53.5K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.99KClosed |
$275K - $288K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-5.01K- 6.77% |
$277K - $289K
|
69K
$4.03M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.15K- 2.19% |
$284K - $298K
|
230K
$13.5M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.6K- 96.79% |
$309K - $324K
|
186
$10.9K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.91K- 30.76% |
$326K - $341K
|
13.3K
$778K
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.45K- 53.74% |
$356K - $373K
|
5.55K
$325K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.66KClosed |
$368K - $385K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.3K- 75.2% |
$458K - $479K
|
2.74K
$160K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 7.58% |
$616K - $644K
|
136K
$7.96M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-11.9K- 39.5% |
$656K - $686K
|
18.2K
$1.06M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-12.7K- 72.6% |
$704K - $737K
|
4.81K
$282K
|