Purchases and Sales Made in Q2 2023 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2023. 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
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
170K
+ 130.33%
$8.42M - $8.77M
301K $17.3M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
154K
+ 1065.8%
$7.63M - $7.95M
169K $9.69M
Aug 14, 2023 Q2 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
109K
+ 306.38%
$5.38M - $5.61M
144K $8.28M
Jul 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
47.2K
New
$2.33M - $2.43M
47.2K $2.71M
Aug 11, 2023 Q2 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
26.1K
New
$1.29M - $1.34M
26.1K $1.49M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
21.5K
+ 83.99%
$1.06M - $1.11M
47.1K $2.7M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
20.7K
+ 178.45%
$1.02M - $1.07M
32.3K $1.85M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
20.6K
+ 44.31%
$1.02M - $1.06M
67K $3.84M
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
17.1K
New
$845K - $880K
17.1K $980K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
15.3K
+ 39.43%
$757K - $789K
54.2K $3.11M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
14.5K
+ 3.08%
$718K - $748K
486K $27.9M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
14.4K
+ 8.58%
$709K - $739K
182K $10.4M
Jul 24, 2023 Q2 2023
Viewpoint Investment Partners Corp

BUY
 -
13.8K
+ 31.39%
$680K - $709K
57.6K $3.3M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
13.8K
+ 73.86%
$680K - $708K
32.4K $1.86M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.7K
+ 24.7%
$675K - $704K
69K $3.95M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
11.9K
New
$587K - $611K
11.9K $681K
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
11.7K
+ 9.04%
$578K - $602K
141K $8.09M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
11.3K
+ 0.73%
$556K - $579K
1.54M $88.5M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
10.2K
New
$504K - $525K
10.2K $584K
Aug 29, 2023 Q2 2023
Efg Asset Management (Americas) Corp.

BUY
 -
8.93K
New
$441K - $460K
8.93K $512K
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
8.93K
New
$441K - $460K
8.93K $512K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.84K
+ 3.25%
$437K - $455K
280K $16.1M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
7.94K
+ 19.53%
$393K - $409K
48.6K $2.79M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.86K
+ 2.52%
$389K - $405K
320K $18.4M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.63K
New
$377K - $393K
7.63K $437K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
7.35K
+ 13.67%
$363K - $378K
61.1K $3.5M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
7.24K
New
$358K - $373K
7.24K $415K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
6.89K
New
$340K - $355K
6.89K $395K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
6.72K
+ 7.34%
$332K - $346K
98.3K $5.64M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
5.96K
+ 45.16%
$295K - $307K
19.2K $1.1M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.74K
+ 24.75%
$284K - $296K
28.9K $1.66M
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
5.61K
+ 43.41%
$277K - $289K
18.5K $1.06M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
5.51K
+ 122.78%
$272K - $284K
9.99K $573K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
5.4K
New
$267K - $278K
5.4K $310K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.34K
+ 407.56%
$264K - $275K
6.65K $381K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
5.18K
New
$256K - $266K
5.18K $297K
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
4.3K
+ 8.06%
$213K - $222K
57.7K $3.31M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
4.03K
+ 23.83%
$199K - $207K
20.9K $1.2M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
3.96K
New
$196K - $204K
3.96K $227K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
3.89K
New
$192K - $201K
3.89K $223K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
3.87K
+ 57.38%
$191K - $199K
10.6K $608K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
3.2K
+ 17.04%
$158K - $165K
22K $1.26M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.99K
+ 8.6%
$148K - $154K
37.7K $2.16M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
2.8K
+ 39.16%
$138K - $144K
9.95K $570K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.78K
+ 26.32%
$137K - $143K
13.3K $764K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
2.57K
+ 3.05%
$127K - $132K
86.8K $4.97M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
2.54K
+ 29.72%
$125K - $131K
11.1K $635K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
2.43K
+ 26.36%
$120K - $125K
11.6K $667K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
2.42K
+ 25.7%
$119K - $124K
11.8K $678K

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