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 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.68K- 29.75% |
$89.6K - $103K
|
3.97K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.72K- 33.44% |
$91.7K - $106K
|
3.42K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.74K- 3.62% |
$93K - $107K
|
46.4K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.75K- 13.02% |
$93.1K - $107K
|
11.7K
$750K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 7.24% |
$100K - $116K
|
24.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.92K- 12.58% |
$102K - $118K
|
13.3K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.06K- 37.82% |
$110K - $127K
|
3.38K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.06K- 4.59% |
$110K - $127K
|
42.8K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.06K- 20.68% |
$110K - $127K
|
7.9K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.08K- 12.12% |
$111K - $128K
|
15.1K
$971K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.17K- 11.04% |
$116K - $134K
|
17.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 15.5% |
$116K - $134K
|
11.9K
$762K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 10.19% |
$120K - $139K
|
19.8K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.31K- 39.67% |
$123K - $142K
|
3.52K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.61K- 2.62% |
$139K - $161K
|
96.9K
$6.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.66K- 1.45% |
$142K - $164K
|
181K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.82K- 23.82% |
$150K - $174K
|
9.01K
$579K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-2.97K- 14.78% |
$158K - $183K
|
17.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.05K- 10.42% |
$163K - $188K
|
26.2K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.05K- 10.73% |
$163K - $188K
|
25.4K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.1K- 12.84% |
$165K - $191K
|
21K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.2K- 11.88% |
$170K - $197K
|
23.7K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.4K- 8.35% |
$182K - $210K
|
37.3K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.79K- 1.47% |
$202K - $233K
|
254K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-4K- 60.64% |
$213K - $246K
|
2.6K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.15K- 1.37% |
$221K - $255K
|
298K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-4.9K- 6.63% |
$261K - $302K
|
69K
$4.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.92K- 57.66% |
$263K - $303K
|
3.62K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-5.99K- 33.31% |
$319K - $369K
|
12K
$770K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.09K- 7.27% |
$325K - $375K
|
77.7K
$4.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.35K- 47.22% |
$392K - $453K
|
8.22K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.25K- 50.67% |
$440K - $508K
|
8.03K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.83K- 1.46% |
$471K - $544K
|
594K
$38.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.14K- 6.38% |
$488K - $563K
|
134K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.84K- 79.66% |
$525K - $606K
|
2.51K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.91K- 3.25% |
$529K - $610K
|
295K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 29.58% |
$626K - $722K
|
27.9K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-11.7K- 2.53% |
$626K - $722K
|
452K
$29.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-19.1K- 64.56% |
$1.02M - $1.17M
|
10.5K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19.3K- 15.59% |
$1.03M - $1.19M
|
105K
$6.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-20K- 24.35% |
$1.07M - $1.23M
|
62.1K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.4K- 8.66% |
$1.46M - $1.68M
|
289K
$18.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-37.2K- 64.55% |
$1.99M - $2.29M
|
20.4K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.5K- 8.33% |
$2.69M - $3.11M
|
556K
$35.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51K- 38.37% |
$2.72M - $3.14M
|
82K
$5.27M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-52.7K- 54.25% |
$2.81M - $3.24M
|
44.4K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.4K- 42.04% |
$3.01M - $3.47M
|
77.8K
$5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.4K- 18.39% |
$5.25M - $6.06M
|
436K
$28M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-98.5K- 90.86% |
$5.26M - $6.07M
|
9.91K
$637K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-102K- 40.37% |
$5.45M - $6.29M
|
151K
$9.69M
|