Purchases and Sales Made in Q1 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2025. 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 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
28.5KNew |
$1.61M - $1.69M
|
28.5K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$1.49M - $1.56M
|
26.3K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.04KNew |
$455K - $477K
|
8.04K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5.66KNew |
$321K - $336K
|
5.66K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.92K+ 136.21% |
$279K - $292K
|
8.54K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.66K+ 41.78% |
$264K - $277K
|
15.8K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 140.44% |
$207K - $217K
|
6.25K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.11% |
$166K - $174K
|
96.9K
$5.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 6.91% |
$107K - $112K
|
29.3K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 11.58% |
$94.5K - $99.1K
|
16.1K
$896K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.51K+ 9.93% |
$85.6K - $89.8K
|
16.7K
$932K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
889+ 9.52% |
$50.3K - $52.8K
|
10.2K
$570K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
844+ 6.73% |
$47.8K - $50.1K
|
13.4K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
610+ 6.01% |
$34.5K - $36.2K
|
10.8K
$600K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
450+ 7.9% |
$25.5K - $26.7K
|
6.14K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
167+ 2.14% |
$9.46K - $9.92K
|
7.97K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
99+ 1.48% |
$5.61K - $5.88K
|
6.8K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 0.39% |
$4.25K - $4.45K
|
19.4K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
54+ 0.19% |
$3.06K - $3.21K
|
28.1K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$22.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 1.34% |
$1.47K - $1.54K
|
1.96K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$56.6 - $59.4
|
830
$46.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$56.6 - $59.4
|
2.83K
$157K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-26- 0.14% |
$1.47K - $1.54K
|
18.1K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-59- 0.52% |
$3.34K - $3.5K
|
11.3K
$631K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-113- 19.48% |
$6.4K - $6.71K
|
467
$26K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.69% |
$6.46K - $6.77K
|
16.4K
$913K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-280- 4.48% |
$15.9K - $16.6K
|
5.97K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-409- 1.73% |
$23.2K - $24.3K
|
23.3K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-516- 6.32% |
$29.2K - $30.6K
|
7.64K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-537- 7.4% |
$30.4K - $31.9K
|
6.72K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 2.03% |
$34.1K - $35.8K
|
29.1K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-616- 71.54% |
$34.9K - $36.6K
|
245
$13.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-672- 10.34% |
$38.1K - $39.9K
|
5.83K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-801- 16.51% |
$45.4K - $47.6K
|
4.05K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-876- 5.11% |
$49.6K - $52K
|
16.3K
$907K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-909- 0.68% |
$51.5K - $54K
|
133K
$7.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$4.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 3.12% |
$137K - $143K
|
75K
$4.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.22K- 23.04% |
$409K - $429K
|
24.1K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.6K- 63.69% |
$1.73M - $1.82M
|
17.5K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233K- 85.46% |
$13.2M - $13.8M
|
39.7K
$2.21M
|