Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2024. 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, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.74% |
$287 - $298
|
680
$39.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.08% |
$115 - $119
|
2.47K
$145K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$57.3 - $59.7
|
74.4K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 0.72% |
$57.3 - $59.7
|
139
$8.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.23% |
$573 - $597
|
4.41K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 2.52% |
$860 - $895
|
580
$34K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 0.57% |
$974 - $1.01K
|
2.97K
$174K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.12% |
$1.55K - $1.61K
|
22.6K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-42- 0.9% |
$2.41K - $2.51K
|
4.6K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-49- 0.11% |
$2.81K - $2.92K
|
44.8K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-53- 0.49% |
$3.04K - $3.16K
|
10.8K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 4.9% |
$3.1K - $3.22K
|
1.05K
$61.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 11.76% |
$5.73K - $5.97K
|
750
$43.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-107- 1.99% |
$6.13K - $6.38K
|
5.28K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112- 0.55% |
$6.42K - $6.68K
|
20.1K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-116- 0.92% |
$6.65K - $6.92K
|
12.5K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-118- 0.43% |
$6.76K - $7.04K
|
27.4K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.97% |
$6.76K - $7.04K
|
5.88K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-150- 0.23% |
$8.6K - $8.95K
|
65.3K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-170- 2.65% |
$9.74K - $10.1K
|
6.25K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.11% |
$10.6K - $11K
|
16.5K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-188- 2.06% |
$10.8K - $11.2K
|
8.96K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-218- 5.84% |
$12.5K - $13K
|
3.51K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-244- 1.09% |
$14K - $14.6K
|
22.1K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-265- 4.58% |
$15.2K - $15.8K
|
5.52K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-271- 31.59% |
$15.5K - $16.2K
|
587
$34.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-274- 2.13% |
$15.7K - $16.3K
|
12.6K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 6.43% |
$16.2K - $16.8K
|
4.1K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-374- 3.55% |
$21.4K - $22.3K
|
10.2K
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-379- 1.15% |
$21.7K - $22.6K
|
32.5K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-432- 0.27% |
$24.8K - $25.8K
|
162K
$9.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467- 6.73% |
$26.8K - $27.9K
|
6.47K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-768- 3.83% |
$44K - $45.8K
|
19.3K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-771- 7.42% |
$44.2K - $46K
|
9.62K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-815- 5.85% |
$46.7K - $48.6K
|
13.1K
$767K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-934- 14.0% |
$53.5K - $55.7K
|
5.74K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.09K- 0.36% |
$62.2K - $64.7K
|
303K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.94% |
$63.9K - $66.5K
|
7.5K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.15K- 4.62% |
$65.8K - $68.5K
|
23.7K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.2K- 10.54% |
$68.6K - $71.4K
|
10.2K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.23K- 19.97% |
$70.7K - $73.6K
|
4.94K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 1.43% |
$72.9K - $75.8K
|
87.6K
$5.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.3K- 4.56% |
$74.7K - $77.8K
|
27.3K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.61K- 12.62% |
$92.4K - $96.2K
|
11.2K
$653K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 2.69% |
$93.4K - $97.2K
|
59K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 16.28% |
$104K - $108K
|
9.34K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 8.16% |
$107K - $111K
|
21K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.57K- 1.6% |
$148K - $154K
|
158K
$9.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.71K- 11.52% |
$156K - $162K
|
20.8K
$1.22M
|