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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
636+ 4.02% |
$33.9K - $39.2K
|
16.5K
$1.06M
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
609+ 3.79% |
$32.5K - $37.5K
|
16.7K
$1.07M
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
569+ 73.61% |
$30.4K - $35K
|
1.34K
$86.3K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
559+ 5.38% |
$29.8K - $34.4K
|
11K
$704K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
543+ 8.08% |
$29K - $33.4K
|
7.26K
$467K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
530+ 63.86% |
$28.3K - $32.6K
|
1.36K
$87.4K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
508+ 12.54% |
$27.1K - $31.3K
|
4.56K
$293K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
495+ 2.61% |
$26.4K - $30.5K
|
19.5K
$1.25M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
458+ 1.88% |
$24.4K - $28.2K
|
24.9K
$1.6M
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
457+ 18.26% |
$24.4K - $28.1K
|
2.96K
$190K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
456+ 0.53% |
$24.3K - $28.1K
|
87.3K
$5.61M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405+ 8.06% |
$21.6K - $24.9K
|
5.43K
$349K
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
397+ 4.28% |
$21.2K - $24.4K
|
9.68K
$622K
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
377+ 9.42% |
$20.1K - $23.2K
|
4.38K
$281K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
371+ 3.06% |
$19.8K - $22.8K
|
12.5K
$803K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
355+ 4.68% |
$18.9K - $21.9K
|
7.95K
$511K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
350New |
$18.7K - $21.5K
|
350
$22.5K
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
345+ 8.01% |
$18.4K - $21.2K
|
4.65K
$299K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
282+ 3.54% |
$15K - $17.4K
|
8.25K
$530K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
278+ 2.37% |
$14.8K - $17.1K
|
12K
$771K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
271+ 3.72% |
$14.5K - $16.7K
|
7.56K
$486K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
268+ 14.32% |
$14.3K - $16.5K
|
2.14K
$138K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
262+ 6.02% |
$14K - $16.1K
|
4.61K
$296K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
257+ 3.78% |
$13.7K - $15.8K
|
7.06K
$453K
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
233+ 1.2% |
$12.4K - $14.3K
|
19.6K
$1.26M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
230+ 3.89% |
$12.3K - $14.2K
|
6.15K
$395K
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
215+ 0.38% |
$11.5K - $13.2K
|
57.3K
$3.68M
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
214+ 0.3% |
$11.4K - $13.2K
|
72.2K
$4.64M
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
198+ 5.22% |
$10.6K - $12.2K
|
3.99K
$257K
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
171+ 2.55% |
$9.12K - $10.5K
|
6.89K
$442K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
163+ 0.47% |
$8.7K - $10K
|
34.9K
$2.24M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
147+ 2.5% |
$7.84K - $9.05K
|
6.03K
$387K
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
142+ 0.62% |
$7.58K - $8.74K
|
23.2K
$1.49M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 1.29% |
$7.04K - $8.13K
|
10.4K
$666K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
128New |
$6.83K - $7.88K
|
128
$8.23K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
127+ 2.24% |
$6.78K - $7.82K
|
5.8K
$373K
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
124+ 1.46% |
$6.62K - $7.63K
|
8.6K
$553K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
119+ 2.52% |
$6.35K - $7.33K
|
4.84K
$311K
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
114+ 1.54% |
$6.08K - $7.02K
|
7.51K
$483K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
111+ 1.87% |
$5.92K - $6.83K
|
6.06K
$389K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
107+ 0.46% |
$5.71K - $6.59K
|
23.4K
$1.5M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
104+ 0.85% |
$5.55K - $6.4K
|
12.4K
$798K
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
102+ 43.4% |
$5.44K - $6.28K
|
337
$21.7K
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
97+ 1.1% |
$5.18K - $5.97K
|
8.9K
$572K
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
92+ 0.8% |
$4.91K - $5.66K
|
11.6K
$746K
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
79+ 2.34% |
$4.22K - $4.86K
|
3.45K
$222K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 0.77% |
$4.06K - $4.68K
|
9.89K
$636K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
73New |
$3.9K - $4.49K
|
73
$4.69K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
64+ 1.01% |
$3.42K - $3.94K
|
6.4K
$411K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
55+ 0.51% |
$2.93K - $3.39K
|
10.8K
$695K
|