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 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.37K- 11.49% |
$67.5K - $70.3K
|
10.5K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 7.47% |
$68.8K - $71.7K
|
17.2K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.47K- 18.72% |
$72.8K - $75.9K
|
6.4K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.5K- 23.0% |
$74.1K - $77.2K
|
5.02K
$291K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.52K- 6.69% |
$75K - $78.1K
|
21.2K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.54K- 14.15% |
$75.9K - $79K
|
9.31K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.62K- 3.91% |
$79.8K - $83.2K
|
39.7K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.7K- 7.8% |
$83.8K - $87.3K
|
20K
$1.16M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.71K- 11.37% |
$84.4K - $87.9K
|
13.3K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.84K- 4.85% |
$91K - $94.8K
|
36.2K
$2.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.93K- 12.05% |
$95.5K - $99.5K
|
14.1K
$818K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.34K- 4.03% |
$116K - $121K
|
55.8K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.42K- 21.72% |
$119K - $125K
|
8.71K
$506K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.48K- 15.39% |
$123K - $128K
|
13.6K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.55K- 4.8% |
$126K - $131K
|
50.5K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.9K- 19.15% |
$143K - $149K
|
12.2K
$711K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.14K- 0.93% |
$155K - $162K
|
335K
$19.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.41K- 36.1% |
$169K - $176K
|
6.04K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.74K- 11.12% |
$185K - $192K
|
29.9K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.96K- 93.73% |
$196K - $204K
|
265
$15.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.99K- 16.6% |
$197K - $205K
|
20K
$1.16M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.99K- 16.6% |
$197K - $205K
|
20K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.01K- 2.3% |
$198K - $207K
|
170K
$9.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.52K- 51.04% |
$372K - $387K
|
7.22K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.75K- 21.97% |
$383K - $399K
|
27.5K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-10.3K- 11.86% |
$507K - $528K
|
76.3K
$4.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-14K- 42.69% |
$691K - $720K
|
18.8K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15K- 8.17% |
$741K - $772K
|
169K
$9.78M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.4K- 95.3% |
$908K - $947K
|
907
$52.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 15.16% |
$1.05M - $1.1M
|
119K
$6.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.8K- 51.21% |
$1.13M - $1.18M
|
21.8K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.1K- 63.81% |
$1.14M - $1.19M
|
13.1K
$761K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-23.3K- 21.79% |
$1.15M - $1.2M
|
83.6K
$4.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.9K- 25.32% |
$1.28M - $1.33M
|
76.4K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.2K- 15.42% |
$1.54M - $1.61M
|
171K
$9.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-35K- 16.61% |
$1.73M - $1.8M
|
176K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.5K- 2.89% |
$1.95M - $2.03M
|
1.33M
$77M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.9K- 54.77% |
$2.71M - $2.83M
|
45.3K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-55.5K- 34.45% |
$2.74M - $2.86M
|
106K
$6.13M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
SELL
|
- |
-81.6K- 76.66% |
$4.03M - $4.2M
|
24.8K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.2K- 13.11% |
$4.11M - $4.29M
|
551K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 33.06% |
$5.47M - $5.7M
|
224K
$13M
|