Purchases and Sales Made in Q1 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.91K- 5.66% |
$150K - $166K
|
48.5K
$2.79M
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.94K- 20.67% |
$152K - $168K
|
11.3K
$650K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.98K- 13.69% |
$154K - $170K
|
18.8K
$1.08M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.98K- 2.15% |
$154K - $171K
|
136K
$7.81M
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.09K- 4.48% |
$160K - $177K
|
65.9K
$3.79M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.09K- 17.01% |
$160K - $177K
|
15.1K
$868K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.12K- 15.53% |
$161K - $179K
|
17K
$977K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.24K- 31.2% |
$167K - $185K
|
7.13K
$410K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.37KClosed |
$174K - $193K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.5KClosed |
$181K - $200K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-3.53KClosed |
$182K - $202K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.55KClosed |
$183K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68KClosed |
$190K - $210K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.73K- 2.48% |
$193K - $213K
|
146K
$8.42M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 35.2% |
$197K - $218K
|
7.01K
$403K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.89K- 1.87% |
$201K - $222K
|
204K
$11.7M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.09KClosed |
$211K - $234K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.67K- 8.85% |
$242K - $267K
|
48.2K
$2.77M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.74KClosed |
$245K - $271K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.81KClosed |
$249K - $275K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.03K- 84.62% |
$260K - $288K
|
915
$52.6K
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.14KClosed |
$266K - $294K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-5.33K- 69.11% |
$276K - $305K
|
2.38K
$137K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.74KClosed |
$297K - $328K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$309K - $341K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.11K- 3.02% |
$316K - $349K
|
196K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.85K- 21.78% |
$354K - $392K
|
24.6K
$1.41M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-7.12KClosed |
$368K - $407K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-7.18K- 32.23% |
$371K - $411K
|
15.1K
$868K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.52K- 18.32% |
$389K - $430K
|
33.5K
$1.93M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7.53KClosed |
$389K - $431K
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$523K - $579K
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.4K- 51.29% |
$588K - $651K
|
10.8K
$622K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-12.2KClosed |
$628K - $695K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-12.6K- 32.93% |
$652K - $721K
|
25.7K
$1.48M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 49.47% |
$676K - $748K
|
13.4K
$769K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.9K- 67.46% |
$769K - $851K
|
7.18K
$413K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 26.82% |
$949K - $1.05M
|
50.1K
$2.88M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-18.7K- 20.67% |
$965K - $1.07M
|
71.6K
$4.12M
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-19.3KClosed |
$995K - $1.1M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.6K- 46.12% |
$1.01M - $1.12M
|
22.9K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-20.9K- 18.18% |
$1.08M - $1.2M
|
94.1K
$5.41M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.4KClosed |
$1.11M - $1.22M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-21.5KClosed |
$1.11M - $1.23M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.4KClosed |
$1.26M - $1.39M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-26.1K- 51.32% |
$1.35M - $1.49M
|
24.7K
$1.42M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-26.2KClosed |
$1.36M - $1.5M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.6KClosed |
$1.43M - $1.58M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28K- 7.43% |
$1.45M - $1.6M
|
349K
$20.1M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.6K- 38.8% |
$1.58M - $1.75M
|
48.2K
$2.77M
|