Purchases and Sales Made in Q2 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.17K- 6.87% |
$102K - $117K
|
29.3K
$1.72M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.44KClosed |
$115K - $132K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 8.54% |
$115K - $132K
|
26.2K
$1.53M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.62K- 15.18% |
$123K - $142K
|
14.6K
$857K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.62K- 15.27% |
$123K - $142K
|
14.6K
$852K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63KClosed |
$124K - $143K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.69K- 23.6% |
$126K - $146K
|
8.7K
$509K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.8K- 18.64% |
$132K - $152K
|
12.2K
$716K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.94K- 8.76% |
$138K - $159K
|
30.6K
$1.79M
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.96K- 55.37% |
$139K - $160K
|
2.38K
$139K
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.07K- 28.13% |
$144K - $166K
|
7.84K
$459K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.27K- 23.3% |
$154K - $177K
|
10.8K
$630K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 97.61% |
$155K - $179K
|
81
$4.74K
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.31K- 13.4% |
$156K - $180K
|
21.4K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.32K- 20.74% |
$156K - $180K
|
12.7K
$744K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.5K- 20.93% |
$165K - $190K
|
13.2K
$774K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.71K- 7.09% |
$174K - $201K
|
48.6K
$2.84M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.76KClosed |
$177K - $204K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.79K- 6.87% |
$178K - $206K
|
51.4K
$3.01M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.86K- 1.89% |
$182K - $210K
|
200K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.88KClosed |
$183K - $211K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 20.08% |
$186K - $215K
|
15.8K
$922K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.98KClosed |
$187K - $216K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4KClosed |
$188K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.01KClosed |
$189K - $218K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.06KClosed |
$191K - $220K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-4.1KClosed |
$193K - $222K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.18KClosed |
$197K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$203K - $233K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.03KClosed |
$237K - $273K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.06K- 45.42% |
$238K - $275K
|
6.09K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.14KClosed |
$242K - $279K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.46K- 2.65% |
$257K - $296K
|
200K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.5K- 6.0% |
$259K - $298K
|
86.2K
$5.05M
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.69KClosed |
$268K - $309K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.77KClosed |
$272K - $313K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.91KClosed |
$278K - $321K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-6.23KClosed |
$293K - $338K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.89KClosed |
$324K - $374K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.21KClosed |
$339K - $391K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.25K- 63.93% |
$388K - $447K
|
4.66K
$273K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.97K- 6.12% |
$422K - $486K
|
138K
$8.05M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.18KClosed |
$432K - $498K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.3K- 29.57% |
$438K - $504K
|
22.1K
$1.3M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.39K- 8.6% |
$442K - $509K
|
99.7K
$5.84M
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.86KClosed |
$464K - $535K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.6K- 69.99% |
$497K - $573K
|
4.53K
$265K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11.4K- 95.68% |
$536K - $617K
|
514
$30.1K
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-11.9K- 46.29% |
$560K - $645K
|
13.8K
$808K
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-12.9KClosed |
$608K - $700K
|
0
$0
|