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 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
47New |
$2.51K - $2.89K
|
47
$3.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47+ 0.74% |
$2.51K - $2.89K
|
6.41K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.45K - $2.83K
|
18.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 0.16% |
$2.13K - $2.46K
|
24.8K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
31+ 0.85% |
$1.65K - $1.91K
|
3.69K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
19+ 1.4% |
$1.01K - $1.17K
|
1.38K
$88.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.45% |
$960 - $1.11K
|
4.03K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
15+ 0.32% |
$800 - $924
|
4.68K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14+ 0.25% |
$747 - $862
|
5.55K
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 0.37% |
$587 - $677
|
2.98K
$192K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$480 - $554
|
2.83K
$182K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.16% |
$320 - $369
|
3.7K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.47% |
$267 - $308
|
1.07K
$68.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4+ 0.6% |
$213 - $246
|
676
$43.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.51% |
$160 - $185
|
590
$37.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.38% |
$160 - $185
|
789
$50.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$107 - $123
|
1.22K
$78.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.42% |
$107 - $123
|
474
$30.5K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$53.4 - $61.6
|
77.7K
$4.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.04% |
$53.4 - $61.6
|
2.45K
$157K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$53.4 - $61.6
|
681
$43.8K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.1% |
$53.4 - $61.6
|
957
$61.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 0.76% |
$53.4 - $61.6
|
133
$8.55K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4- 0.08% |
$213 - $246
|
4.8K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 1.5% |
$374 - $431
|
460
$29.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.14% |
$907 - $1.05K
|
12.2K
$785K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.38% |
$907 - $1.05K
|
4.44K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-23- 0.46% |
$1.23K - $1.42K
|
4.98K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 71.43% |
$1.33K - $1.54K
|
10
$643
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.32% |
$1.39K - $1.6K
|
8.04K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-29- 0.68% |
$1.55K - $1.79K
|
4.26K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34- 0.12% |
$1.81K - $2.09K
|
29K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-44- 0.93% |
$2.35K - $2.71K
|
4.7K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-54- 0.63% |
$2.88K - $3.32K
|
8.51K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55- 5.7% |
$2.93K - $3.39K
|
910
$58.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-70- 0.6% |
$3.74K - $4.31K
|
11.5K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-70- 1.94% |
$3.74K - $4.31K
|
3.55K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-91- 0.98% |
$4.86K - $5.6K
|
9.15K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-93- 0.94% |
$4.96K - $5.73K
|
9.81K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-96- 2.07% |
$5.12K - $5.91K
|
4.54K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-103- 1.18% |
$5.5K - $6.34K
|
8.61K
$553K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-105- 0.84% |
$5.6K - $6.46K
|
12.4K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-111- 14.8% |
$5.92K - $6.83K
|
639
$41.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-124- 2.03% |
$6.62K - $7.63K
|
5.97K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-126- 1.57% |
$6.72K - $7.76K
|
7.91K
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-148- 1.8% |
$7.9K - $9.11K
|
8.08K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151- 1.27% |
$8.06K - $9.3K
|
11.8K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-153- 1.28% |
$8.16K - $9.42K
|
11.8K
$760K
|