Purchases and Sales Made in Q2 2023 in Ishares Tr Core Growth Allocat (AOR)
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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.41K+ 28.21% |
$119K - $124K
|
11K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.41K+ 28.21% |
$119K - $124K
|
11K
$633K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.29K+ 42.77% |
$113K - $118K
|
7.63K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 2.77% |
$109K - $113K
|
81.5K
$4.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.19KNew |
$108K - $113K
|
2.19K
$127K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 12.92% |
$102K - $106K
|
18K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 6.07% |
$84.5K - $88K
|
29.9K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.65K+ 5.45% |
$81.3K - $84.7K
|
31.8K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.54K+ 8.95% |
$76.2K - $79.3K
|
18.8K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 13.16% |
$72.2K - $75.2K
|
12.6K
$725K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.38K+ 4.8% |
$68.1K - $70.9K
|
30.1K
$1.74M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.23K+ 12.83% |
$60.9K - $63.4K
|
10.8K
$625K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.19K+ 171.97% |
$58.8K - $61.3K
|
1.88K
$109K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.17K+ 5.54% |
$58K - $60.4K
|
22.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16K+ 4.49% |
$57.4K - $59.8K
|
27K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
1.07K+ 11.08% |
$53.1K - $55.3K
|
10.8K
$622K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
970+ 1.93% |
$47.9K - $49.9K
|
51.3K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
866+ 0.46% |
$42.8K - $44.6K
|
189K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
660+ 12.2% |
$32.6K - $34K
|
6.07K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
620+ 33.28% |
$30.6K - $31.9K
|
2.48K
$143K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
570+ 6.8% |
$28.2K - $29.3K
|
8.95K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
528+ 3.03% |
$26.1K - $27.2K
|
18K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
518New |
$25.6K - $26.7K
|
518
$29.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
473+ 0.64% |
$23.4K - $24.4K
|
74.2K
$4.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
449New |
$22.2K - $23.1K
|
449
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
432New |
$21.3K - $22.2K
|
432
$24.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
407+ 1.93% |
$20.1K - $21K
|
21.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
392+ 6.63% |
$19.4K - $20.2K
|
6.31K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
370+ 4.01% |
$18.3K - $19.1K
|
9.59K
$554K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
350+ 8.64% |
$17.3K - $18K
|
4.4K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
341+ 8.42% |
$16.9K - $17.6K
|
4.39K
$254K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
308+ 6.58% |
$15.2K - $15.9K
|
4.99K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
278+ 4.02% |
$13.7K - $14.3K
|
7.19K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
272+ 14.36% |
$13.4K - $14K
|
2.17K
$125K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
251+ 1.78% |
$12.4K - $12.9K
|
14.3K
$827K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
240+ 7.14% |
$11.9K - $12.4K
|
3.6K
$208K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
232+ 4.4% |
$11.5K - $11.9K
|
5.5K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
227+ 3.3% |
$11.2K - $11.7K
|
7.1K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
215New |
$10.6K - $11.1K
|
215
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
210+ 8.31% |
$10.4K - $10.8K
|
2.74K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
183+ 0.14% |
$9.04K - $9.42K
|
130K
$7.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 5.15% |
$8.35K - $8.7K
|
3.45K
$199K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
155+ 2.87% |
$7.66K - $7.98K
|
5.57K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
109+ 2.06% |
$5.39K - $5.61K
|
5.41K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.75% |
$4.35K - $4.53K
|
11.8K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
84New |
$4.15K - $4.33K
|
84
$4.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
69+ 1.05% |
$3.41K - $3.55K
|
6.66K
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
68+ 1.2% |
$3.36K - $3.5K
|
5.73K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
67+ 0.36% |
$3.31K - $3.45K
|
18.9K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
66+ 0.89% |
$3.26K - $3.4K
|
7.47K
$431K
|