Purchases and Sales Made in Q2 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2025. 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, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.88K+ 26.77% |
$261K - $301K
|
23.1K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.83K+ 700.87% |
$258K - $297K
|
5.52K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.5K+ 63.22% |
$240K - $277K
|
11.6K
$747K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.45KNew |
$238K - $274K
|
4.45K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.27K+ 59.42% |
$228K - $263K
|
11.4K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.26KNew |
$227K - $262K
|
4.26K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.16K+ 14.15% |
$222K - $256K
|
33.6K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$221K - $255K
|
4.14K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
4KNew |
$214K - $247K
|
4K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.85KNew |
$205K - $237K
|
3.85K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.67K+ 65.58% |
$196K - $226K
|
9.26K
$595K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.67KNew |
$196K - $226K
|
3.67K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.52K+ 8.95% |
$188K - $217K
|
42.9K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.41K+ 438.22% |
$182K - $210K
|
4.18K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.35K+ 27.71% |
$179K - $206K
|
15.5K
$993K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.28KNew |
$175K - $202K
|
3.28K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.94K+ 11.95% |
$157K - $181K
|
27.5K
$1.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.88K+ 33.32% |
$154K - $177K
|
11.5K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.86K+ 63.25% |
$153K - $176K
|
7.39K
$475K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.66K+ 12.79% |
$142K - $164K
|
23.5K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.39K+ 13.58% |
$128K - $147K
|
20K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.34K+ 8.84% |
$125K - $144K
|
28.7K
$1.85M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.29K+ 44.54% |
$122K - $141K
|
7.42K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28K+ 8.6% |
$121K - $140K
|
28.8K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.1K+ 2.54% |
$112K - $129K
|
84.8K
$5.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 8.93% |
$106K - $123K
|
24.3K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.95K+ 2.01% |
$104K - $120K
|
98.9K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.93K+ 9.83% |
$103K - $119K
|
21.6K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86KNew |
$99.3K - $115K
|
1.86K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.67K+ 32.93% |
$89K - $103K
|
6.73K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.54K+ 1.33% |
$82K - $94.6K
|
117K
$7.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.36K+ 13.14% |
$72.8K - $84K
|
11.7K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.28K+ 15.36% |
$68.2K - $78.7K
|
9.6K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.27K+ 31.07% |
$67.7K - $78.1K
|
5.35K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.19K+ 18.49% |
$63.3K - $73K
|
7.6K
$488K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 16.78% |
$62.1K - $71.7K
|
8.1K
$521K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.14KNew |
$61K - $70.4K
|
1.14K
$73.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 4.82% |
$60K - $69.3K
|
24.5K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.11K+ 8.28% |
$59.1K - $68.2K
|
14.5K
$931K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.03K+ 0.76% |
$54.9K - $63.3K
|
137K
$8.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.02K+ 7.28% |
$54.6K - $63K
|
15.1K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1K+ 15.3% |
$53.4K - $61.6K
|
7.54K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$50.7K - $58.5K
|
950
$61.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
912+ 2.82% |
$48.7K - $56.2K
|
33.3K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
854+ 4.89% |
$45.6K - $52.6K
|
18.3K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
853+ 7.85% |
$45.5K - $52.5K
|
11.7K
$754K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
840+ 9.03% |
$44.8K - $51.7K
|
10.1K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
804+ 0.9% |
$42.9K - $49.5K
|
90.2K
$5.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
761New |
$40.6K - $46.9K
|
761
$48.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
760+ 7.88% |
$40.6K - $46.8K
|
10.4K
$668K
|