Purchases and Sales Made in Q2 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2024. 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, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-4.63K- 79.37% |
$247K - $262K
|
1.2K
$69.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.12K- 12.22% |
$273K - $290K
|
36.8K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.33K- 3.55% |
$284K - $302K
|
145K
$8.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.77K- 1.41% |
$307K - $326K
|
402K
$23.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.87K- 18.68% |
$313K - $332K
|
25.5K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.11K- 25.04% |
$326K - $346K
|
18.3K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.27K- 14.66% |
$441K - $468K
|
48.1K
$2.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 32.0% |
$660K - $700K
|
26.3K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-13.8K- 23.89% |
$734K - $779K
|
43.8K
$2.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-14.8K- 4.87% |
$788K - $837K
|
288K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.2K- 61.78% |
$808K - $858K
|
9.37K
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.7K- 81.06% |
$835K - $886K
|
3.66K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.5K- 15.6% |
$932K - $990K
|
94.6K
$5.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-19.6K- 38.79% |
$1.04M - $1.11M
|
30.9K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.3K- 49.59% |
$2.47M - $2.62M
|
47.1K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.5K- 38.47% |
$3.49M - $3.71M
|
105K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.4K- 5.61% |
$3.65M - $3.87M
|
1.15M
$66.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.5K- 94.03% |
$3.76M - $3.99M
|
4.48K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-79K- 20.68% |
$4.22M - $4.47M
|
303K
$17.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-90.6K- 61.07% |
$4.83M - $5.13M
|
57.8K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-105K- 65.66% |
$5.6M - $5.95M
|
54.9K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163K- 68.5% |
$8.71M - $9.24M
|
75.1K
$4.32M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-605K- 88.01% |
$32.2M - $34.2M
|
82.4K
$4.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.17M- 98.3% |
$62.5M - $66.3M
|
20.3K
$1.17M
|