Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 07, 2023 Q4 2022
Cardinal Point Wealth Management Partners, LLC

BUY
 -
3.77K
+ 21.85%
$167K - $186K
21K $1.23M
Feb 15, 2023 Q4 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
3.36K
+ 65.93%
$149K - $166K
8.46K $495K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
3.35K
+ 223.47%
$148K - $166K
4.85K $284K
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
3.05K
New
$135K - $151K
3.05K $179K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
2.76K
+ 21.06%
$122K - $136K
15.9K $929K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.59K
New
$115K - $128K
2.59K $151K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
2.5K
New
$111K - $124K
2.5K $146K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.49K
New
$110K - $123K
2.49K $146K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.47K
+ 13.68%
$109K - $122K
20.5K $1.2M
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

BUY
 -
2.41K
+ 2.3%
$107K - $119K
108K $6.3M
Jan 11, 2023 Q4 2022
Ellenbecker Investment Group

BUY
 -
2.14K
+ 4.71%
$94.5K - $106K
47.5K $2.78M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.13K
+ 30.95%
$94.5K - $105K
9.03K $529K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
2.09K
New
$92.6K - $103K
2.09K $122K
Jan 19, 2023 Q4 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
1.92K
+ 5.18%
$85.2K - $95.1K
39K $2.29M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.54K
New
$68K - $75.9K
1.54K $89.9K
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.4K
+ 7.71%
$62.2K - $69.4K
19.6K $1.15M
Feb 07, 2023 Q4 2022
Capital Insight Partners, LLC

BUY
 -
1.3K
+ 4.94%
$57.5K - $64.1K
27.6K $1.61M
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.24K
+ 15.38%
$54.8K - $61.2K
9.29K $544K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.23K
+ 2.39%
$54.5K - $60.8K
52.8K $3.09M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
1.1K
+ 0.55%
$48.7K - $54.3K
201K $11.8M
Feb 13, 2023 Q4 2022
Gould Capital, LLC

BUY
 -
1.08K
+ 18.05%
$47.8K - $53.4K
7.07K $414K
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
1K
+ 16.26%
$44.3K - $49.4K
7.15K $419K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
869
New
$38.5K - $42.9K
869 $50.9K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
820
+ 13.98%
$36.3K - $40.5K
6.69K $391K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
783
New
$34.7K - $38.7K
783 $45.9K
Jan 23, 2023 Q4 2022
Buttonwood Financial Group, LLC

BUY
 -
745
+ 7.39%
$33K - $36.8K
10.8K $634K
Feb 14, 2023 Q4 2022
Reston Wealth Management LLC

BUY
 -
727
+ 7.89%
$32.2K - $35.9K
9.95K $582K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
717
+ 9.22%
$31.7K - $35.4K
8.5K $497K
Feb 09, 2023 Q4 2022
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
709
+ 8.07%
$31.4K - $35K
9.49K $556K
Feb 07, 2023 Q4 2022
Northwest Wealth Management, LLC

BUY
 -
703
+ 1.19%
$31.1K - $34.7K
59.7K $3.5M
Feb 13, 2023 Q4 2022
Fullen Financial Group

BUY
 -
683
+ 5.11%
$30.2K - $33.8K
14K $823K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
650
New
$28.8K - $32.1K
650 $38.1K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
627
New
$27.8K - $31K
627 $36.7K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
614
+ 4.7%
$27.2K - $30.3K
13.7K $801K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
608
+ 5.77%
$26.9K - $30K
11.1K $652K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
601
+ 8.26%
$26.6K - $29.7K
7.88K $461K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
584
+ 1.21%
$25.9K - $28.9K
48.8K $2.86M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
563
+ 95.91%
$24.9K - $27.8K
1.15K $67.3K
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
509
+ 7.86%
$22.5K - $25.2K
6.99K $409K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
478
+ 7.16%
$21.2K - $23.6K
7.15K $419K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
420
New
$18.6K - $20.8K
420 $24.6K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
412
New
$18.2K - $20.4K
412 $24.1K
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
396
+ 2.48%
$17.5K - $19.6K
16.4K $958K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
382
+ 5.6%
$16.9K - $18.9K
7.2K $422K
Jan 23, 2023 Q4 2022
Simpli Fi, Inc.

BUY
 -
379
+ 1.75%
$16.8K - $18.7K
22K $1.29M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
360
New
$15.9K - $17.8K
360 $21.1K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
354
+ 6.46%
$15.7K - $17.5K
5.84K $342K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
300
New
$13.3K - $14.8K
300 $17.6K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
247
+ 15.77%
$10.9K - $12.2K
1.81K $106K

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