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 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-166- 1.33% |
$8.86K - $10.2K
|
12.3K
$794K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.56% |
$9.18K - $10.6K
|
4.65K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-175- 14.77% |
$9.34K - $10.8K
|
1.01K
$64.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-183- 1.06% |
$9.76K - $11.3K
|
17K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-187- 1.31% |
$9.98K - $11.5K
|
14.1K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-200- 14.08% |
$10.7K - $12.3K
|
1.22K
$78.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-202- 5.68% |
$10.8K - $12.4K
|
3.36K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-205- 20.0% |
$10.9K - $12.6K
|
820
$52.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-236- 0.9% |
$12.6K - $14.5K
|
26.1K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-254- 5.76% |
$13.6K - $15.6K
|
4.16K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-289- 2.05% |
$15.4K - $17.8K
|
13.8K
$889K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-296- 0.58% |
$15.8K - $18.2K
|
50.3K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-329- 1.27% |
$17.6K - $20.3K
|
25.7K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-366- 4.16% |
$19.5K - $22.5K
|
8.44K
$542K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-375- 0.58% |
$20K - $23.1K
|
64.1K
$4.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-375- 0.35% |
$20K - $23.1K
|
107K
$6.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-417- 6.67% |
$22.3K - $25.7K
|
5.83K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-418- 5.47% |
$22.3K - $25.7K
|
7.23K
$464K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-464- 2.83% |
$24.8K - $28.6K
|
15.9K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-466- 1.76% |
$24.9K - $28.7K
|
26.1K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-479- 1.15% |
$25.6K - $29.5K
|
41.1K
$2.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-485- 7.89% |
$25.9K - $29.9K
|
5.66K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-494- 5.17% |
$26.4K - $30.4K
|
9.06K
$582K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-494- 1.76% |
$26.4K - $30.4K
|
27.6K
$1.78M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-566- 10.05% |
$30.2K - $34.8K
|
5.06K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-576- 0.58% |
$30.7K - $35.5K
|
98.2K
$6.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-657- 11.2% |
$35.1K - $40.5K
|
5.21K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-662- 3.96% |
$35.3K - $40.8K
|
16.1K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-674- 2.75% |
$36K - $41.5K
|
23.9K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-678- 2.93% |
$36.2K - $41.7K
|
22.5K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-694- 60.98% |
$37K - $42.7K
|
444
$28.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-697- 1.78% |
$37.2K - $42.9K
|
38.4K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-742- 7.32% |
$39.6K - $45.7K
|
9.39K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-852- 1.14% |
$45.5K - $52.5K
|
74.1K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-885- 13.29% |
$47.2K - $54.5K
|
5.78K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-895- 4.93% |
$47.8K - $55.1K
|
17.2K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.03K- 9.36% |
$55K - $63.5K
|
9.98K
$641K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-1.03K- 22.1% |
$55.1K - $63.5K
|
3.64K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04K- 5.05% |
$55.6K - $64.2K
|
19.6K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.06K- 3.08% |
$56.3K - $65K
|
33.2K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.09K- 6.5% |
$58.1K - $67K
|
15.6K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.17K- 12.58% |
$62.6K - $72.3K
|
8.16K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.29K- 6.67% |
$68.9K - $79.5K
|
18.1K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.34K- 1.34% |
$71.4K - $82.4K
|
98.4K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 11.97% |
$73.3K - $84.5K
|
10.1K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-1.42K- 1.19% |
$75.8K - $87.5K
|
118K
$7.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.51K- 7.02% |
$80.4K - $92.7K
|
19.9K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.56K- 2.68% |
$83K - $95.7K
|
56.5K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.62K- 19.07% |
$86.6K - $99.9K
|
6.89K
$443K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.66K- 2.7% |
$88.6K - $102K
|
59.8K
$3.84M
|