Purchases and Sales Made in Q1 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-31- 19.75% |
$1.62K - $1.73K
|
126
$7.27K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-61- 0.45% |
$3.19K - $3.4K
|
13.5K
$777K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-61- 0.93% |
$3.19K - $3.4K
|
6.51K
$376K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83- 45.36% |
$4.34K - $4.62K
|
100
$5.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-85- 14.91% |
$4.44K - $4.73K
|
485
$28K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-100- 1.93% |
$5.23K - $5.57K
|
5.09K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-105- 1.44% |
$5.49K - $5.85K
|
7.21K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 10.76% |
$5.64K - $6.01K
|
896
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-108- 1.74% |
$5.64K - $6.01K
|
6.1K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-110- 1.26% |
$5.75K - $6.12K
|
8.65K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-135- 1.3% |
$7.05K - $7.52K
|
10.2K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 18.24% |
$7.05K - $7.52K
|
605
$34.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-150- 18.89% |
$7.84K - $8.35K
|
644
$37.2K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-154- 0.57% |
$8.05K - $8.57K
|
26.8K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-181- 13.01% |
$9.46K - $10.1K
|
1.21K
$69.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-191- 2.74% |
$9.98K - $10.6K
|
6.77K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-195- 1.95% |
$10.2K - $10.9K
|
9.8K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-195- 2.18% |
$10.2K - $10.9K
|
8.76K
$505K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-211- 1.84% |
$11K - $11.7K
|
11.3K
$650K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-231- 0.31% |
$12.1K - $12.9K
|
75.5K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-235- 1.57% |
$12.3K - $13.1K
|
14.7K
$851K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-261- 4.98% |
$13.6K - $14.5K
|
4.98K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-279- 3.16% |
$14.6K - $15.5K
|
8.56K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-294- 52.59% |
$15.4K - $16.4K
|
265
$15.3K
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-298- 7.18% |
$15.6K - $16.6K
|
3.85K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-300- 2.54% |
$15.7K - $16.7K
|
11.5K
$664K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-304- 2.35% |
$15.9K - $16.9K
|
12.6K
$729K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-306- 0.95% |
$16K - $17K
|
32K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-322- 1.91% |
$16.8K - $17.9K
|
16.6K
$957K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-344- 0.98% |
$18K - $19.2K
|
34.9K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-360- 7.7% |
$18.8K - $20K
|
4.31K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-378- 3.68% |
$19.8K - $21K
|
9.89K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-385- 1.55% |
$20.1K - $21.4K
|
24.5K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-397- 5.68% |
$20.7K - $22.1K
|
6.6K
$381K
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-411- 7.27% |
$21.5K - $22.9K
|
5.24K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-414- 0.51% |
$21.6K - $23.1K
|
80K
$4.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-441- 9.29% |
$23K - $24.6K
|
4.31K
$249K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-476- 3.18% |
$24.9K - $26.5K
|
14.5K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-498- 1.96% |
$26K - $27.7K
|
24.9K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-503- 1.24% |
$26.3K - $28K
|
40K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-539- 3.43% |
$28.2K - $30K
|
15.2K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-595- 1.55% |
$31.1K - $33.1K
|
37.8K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-630- 8.43% |
$32.9K - $35.1K
|
6.85K
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-721- 3.32% |
$37.7K - $40.1K
|
21K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-740- 9.83% |
$38.7K - $41.2K
|
6.79K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-801- 1.19% |
$41.9K - $44.6K
|
66.6K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-838- 3.86% |
$43.8K - $46.7K
|
20.9K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-976- 6.55% |
$51K - $54.3K
|
13.9K
$803K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-997- 9.52% |
$52.1K - $55.5K
|
9.47K
$547K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.03K- 1.41% |
$53.6K - $57.1K
|
71.7K
$4.14M
|