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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.35% |
$164K - $171K
|
82.7K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.07K- 14.49% |
$176K - $183K
|
18.1K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.48K- 5.84% |
$199K - $207K
|
56.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.69K- 2.7% |
$212K - $220K
|
133K
$7.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.15K- 96.43% |
$238K - $248K
|
154
$9.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.28K- 49.26% |
$360K - $374K
|
6.47K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 23.72% |
$392K - $408K
|
22K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.88K- 10.48% |
$509K - $530K
|
75.8K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.02K- 6.43% |
$517K - $538K
|
131K
$7.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.23K- 12.81% |
$529K - $551K
|
62.9K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.2K- 74.47% |
$644K - $670K
|
3.85K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-15.4K- 45.97% |
$884K - $920K
|
18.1K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 3.95% |
$1.01M - $1.05M
|
427K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30K- 48.9% |
$1.72M - $1.79M
|
31.3K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-241K- 97.74% |
$13.8M - $14.4M
|
5.58K
$327K
|