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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-156- 1.92% |
$7.71K - $8.03K
|
7.99K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-210- 8.33% |
$10.4K - $10.8K
|
2.31K
$133K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-211- 3.91% |
$10.4K - $10.9K
|
5.19K
$299K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-213- 1.86% |
$10.5K - $11K
|
11.2K
$648K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-255- 41.94% |
$12.6K - $13.1K
|
353
$20.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-270- 0.68% |
$13.3K - $13.9K
|
39.6K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-271- 0.08% |
$13.4K - $14K
|
345K
$19.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-288- 2.49% |
$14.2K - $14.8K
|
11.3K
$651K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-304- 40.59% |
$15K - $15.7K
|
445
$25.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-355- 4.94% |
$17.5K - $18.3K
|
6.82K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-358- 0.46% |
$17.7K - $18.4K
|
77.6K
$4.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-359- 3.26% |
$17.7K - $18.5K
|
10.6K
$614K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-365- 7.77% |
$18K - $18.8K
|
4.33K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-373- 8.39% |
$18.4K - $19.2K
|
4.07K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-383- 5.32% |
$18.9K - $19.7K
|
6.81K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 91.9% |
$19.6K - $20.4K
|
35
$2.02K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-415- 2.45% |
$20.5K - $21.4K
|
16.5K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-417- 2.9% |
$20.6K - $21.5K
|
14K
$806K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-451- 10.5% |
$22.3K - $23.2K
|
3.85K
$222K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-489- 1.68% |
$24.2K - $25.2K
|
28.6K
$1.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-495- 11.17% |
$24.5K - $25.5K
|
3.94K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-515- 2.77% |
$25.5K - $26.5K
|
18.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-554- 3.68% |
$27.4K - $28.5K
|
14.5K
$837K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-556- 11.3% |
$27.5K - $28.6K
|
4.36K
$252K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-580- 5.83% |
$28.7K - $29.9K
|
9.37K
$541K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-581- 5.89% |
$28.7K - $29.9K
|
9.29K
$536K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-603- 3.08% |
$29.8K - $31K
|
19K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-625- 12.88% |
$30.9K - $32.2K
|
4.23K
$244K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-635- 1.91% |
$31.4K - $32.7K
|
32.6K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-650- 3.09% |
$32.1K - $33.5K
|
20.4K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-703- 36.46% |
$34.7K - $36.2K
|
1.23K
$70.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-735- 1.54% |
$36.3K - $37.8K
|
47.1K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-741- 1.7% |
$36.6K - $38.2K
|
42.9K
$2.48M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-780- 8.93% |
$38.5K - $40.2K
|
7.96K
$459K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-788- 7.67% |
$38.9K - $40.6K
|
9.49K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-788- 49.94% |
$38.9K - $40.6K
|
790
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-914- 1.46% |
$45.2K - $47.1K
|
61.6K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-923- 7.34% |
$45.6K - $47.5K
|
11.6K
$672K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-943- 3.33% |
$46.6K - $48.6K
|
27.4K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.01K- 5.87% |
$50.1K - $52.2K
|
16.3K
$939K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 33.35% |
$50.8K - $52.9K
|
2.05K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 19.1% |
$53.3K - $55.5K
|
4.57K
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 6.21% |
$54.3K - $56.6K
|
16.6K
$958K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 1.41% |
$56.9K - $59.3K
|
80.6K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.29K- 7.92% |
$63.9K - $66.5K
|
15K
$867K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 15.08% |
$64.2K - $66.9K
|
7.32K
$423K
|
|
|
Jul 25, 2023
Q2 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 6.29% |
$65.9K - $68.7K
|
19.9K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.36K- 4.99% |
$67.1K - $69.9K
|
25.9K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.37K- 11.49% |
$67.5K - $70.3K
|
10.5K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 7.47% |
$68.8K - $71.7K
|
17.2K
$996K
|