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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.33K- 58.34% |
$302K - $316K
|
3.8K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.22K- 23.04% |
$409K - $429K
|
24.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.24K- 1.35% |
$466K - $489K
|
603K
$35.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.92K- 2.87% |
$505K - $530K
|
302K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.03K- 6.79% |
$511K - $536K
|
124K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.1K- 50.57% |
$573K - $601K
|
9.9K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 24.13% |
$583K - $612K
|
32.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.9K- 25.28% |
$674K - $707K
|
35.2K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12.3K- 19.5% |
$694K - $728K
|
50.6K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.5K- 13.01% |
$710K - $744K
|
83.8K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13K- 37.03% |
$736K - $772K
|
22.1K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 34.11% |
$1.15M - $1.21M
|
39.4K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 21.78% |
$1.57M - $1.65M
|
99.5K
$5.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.6K- 63.69% |
$1.73M - $1.82M
|
17.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-31.5K- 84.81% |
$1.79M - $1.87M
|
5.65K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.8K- 46.28% |
$2.03M - $2.13M
|
41.6K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47K- 7.19% |
$2.66M - $2.79M
|
606K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.2K- 26.79% |
$3.92M - $4.11M
|
189K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.9K- 57.93% |
$5.43M - $5.69M
|
69.6K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-126K- 96.09% |
$7.15M - $7.5M
|
5.13K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-149K- 60.57% |
$8.45M - $8.86M
|
97.1K
$5.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233K- 85.46% |
$13.2M - $13.8M
|
39.7K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-299K- 96.47% |
$16.9M - $17.7M
|
10.9K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 36.89% |
$17.7M - $18.6M
|
535K
$31.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-546K- 83.44% |
$30.9M - $32.4M
|
108K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-929K- 86.64% |
$52.6M - $55.2M
|
143K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62M- 80.81% |
$91.5M - $96M
|
384K
$22.9M
|