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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
62+ 0.22% |
$3.06K - $3.19K
|
28.1K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62+ 0.72% |
$3.06K - $3.19K
|
8.7K
$502K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
59+ 0.36% |
$2.92K - $3.04K
|
16.4K
$949K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
55New |
$2.72K - $2.83K
|
55
$3.18K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
53+ 0.16% |
$2.62K - $2.73K
|
32.8K
$1.89M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
50+ 0.31% |
$2.47K - $2.57K
|
16.1K
$928K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
46+ 0.53% |
$2.27K - $2.37K
|
8.67K
$500K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 1.01% |
$2.27K - $2.37K
|
4.62K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
46+ 0.43% |
$2.27K - $2.37K
|
10.9K
$627K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
41+ 0.7% |
$2.03K - $2.11K
|
5.88K
$339K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
38+ 422.22% |
$1.88K - $1.96K
|
47
$2.71K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 1900.0% |
$1.88K - $1.96K
|
40
$2.31K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 1900.0% |
$1.88K - $1.96K
|
40
$2.31K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 4.04% |
$1.83K - $1.91K
|
952
$55K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31+ 23.66% |
$1.53K - $1.6K
|
162
$9.35K
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
24+ 0.18% |
$1.19K - $1.24K
|
13.3K
$767K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23New |
$1.14K - $1.18K
|
23
$1.33K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 4.13% |
$692 - $721
|
353
$20.4K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9+ 0.17% |
$445 - $463
|
5.46K
$315K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 56.25% |
$445 - $463
|
25
$1.44K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.08% |
$297 - $309
|
7.48K
$432K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.14% |
$297 - $309
|
4.28K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.38% |
$198 - $206
|
1.05K
$60.7K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.35% |
$148 - $154
|
872
$50.3K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3+ 0.0% |
$148 - $154
|
67K
$3.87M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$148 - $154
|
778
$44.9K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$98.8 - $103
|
784
$45.3K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.15% |
$98.8 - $103
|
1.36K
$78.7K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
1+ 0.02% |
$49.4 - $51.5
|
6.46K
$373K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.67% |
$49.4 - $51.5
|
151
$8.72K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- -0.0% |
$49.4 - $51.5
|
44.3K
$2.56M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.12% |
$297 - $309
|
4.95K
$286K
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-7- 0.12% |
$346 - $360
|
5.92K
$342K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 83.33% |
$1.24K - $1.29K
|
5
$289
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-26- 0.62% |
$1.28K - $1.34K
|
4.2K
$242K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-30- 0.56% |
$1.48K - $1.54K
|
5.28K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34- 1.99% |
$1.68K - $1.75K
|
1.67K
$96.6K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 1.25% |
$1.73K - $1.8K
|
2.77K
$160K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 1.25% |
$1.73K - $1.8K
|
2.77K
$160K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 0.65% |
$1.78K - $1.85K
|
5.51K
$318K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-44- 0.73% |
$2.17K - $2.27K
|
5.97K
$345K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49- 0.48% |
$2.42K - $2.52K
|
10.3K
$592K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-63- 1.31% |
$3.11K - $3.24K
|
4.75K
$274K
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-94- 0.7% |
$4.65K - $4.84K
|
13.3K
$765K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 80.0% |
$4.94K - $5.15K
|
25
$1.44K
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-113- 0.17% |
$5.58K - $5.82K
|
65K
$3.75M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-116- 1.67% |
$5.73K - $5.97K
|
6.82K
$393K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-129- 1.18% |
$6.38K - $6.64K
|
10.8K
$625K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-132- 10.59% |
$6.52K - $6.8K
|
1.12K
$64.4K
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-155- 1.73% |
$7.66K - $7.98K
|
8.82K
$509K
|