Purchases and Sales Made in Q3 2021 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1+ 0.03% |
$55.3 - $57.3
|
3.62K
$210K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4- 0.05% |
$221 - $229
|
7.33K
$425K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$884 - $917
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24Closed |
$1.33K - $1.37K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30- 3.4% |
$1.66K - $1.72K
|
852
$49.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-39Closed |
$2.15K - $2.23K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-43- 0.55% |
$2.38K - $2.46K
|
7.72K
$448K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 6.79% |
$2.98K - $3.09K
|
741
$43K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-64- 0.98% |
$3.54K - $3.67K
|
6.44K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72- 48.0% |
$3.98K - $4.12K
|
78
$4.53K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 15.79% |
$4.14K - $4.3K
|
400
$23.2K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-103Closed |
$5.69K - $5.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-106- 0.9% |
$5.86K - $6.07K
|
11.7K
$681K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-117- 5.28% |
$6.46K - $6.7K
|
2.1K
$122K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 8.32% |
$6.74K - $6.99K
|
1.35K
$78.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-124- 1.44% |
$6.85K - $7.1K
|
8.46K
$491K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-167- 6.18% |
$9.23K - $9.57K
|
2.54K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-212- 2.69% |
$11.7K - $12.1K
|
7.66K
$444K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-213- 1.58% |
$11.8K - $12.2K
|
13.3K
$771K
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-233- 0.78% |
$12.9K - $13.3K
|
29.8K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-250Closed |
$13.8K - $14.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-252- 18.69% |
$13.9K - $14.4K
|
1.1K
$63.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-278Closed |
$15.4K - $15.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-298Closed |
$16.5K - $17.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-307Closed |
$17K - $17.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-321- 3.51% |
$17.7K - $18.4K
|
8.84K
$513K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-324- 40.86% |
$17.9K - $18.6K
|
469
$27.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-325- 1.84% |
$18K - $18.6K
|
17.4K
$1.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-357- 6.78% |
$19.7K - $20.5K
|
4.91K
$285K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-381- 0.95% |
$21.1K - $21.8K
|
39.9K
$2.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-385- 39.49% |
$21.3K - $22.1K
|
590
$34.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-395- 2.35% |
$21.8K - $22.6K
|
16.4K
$953K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-432- 3.03% |
$23.9K - $24.7K
|
13.8K
$803K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-435Closed |
$24K - $24.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-443- 3.56% |
$24.5K - $25.4K
|
12K
$696K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-446- 0.88% |
$24.6K - $25.6K
|
50.5K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-449Closed |
$24.8K - $25.7K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-483- 4.15% |
$26.7K - $27.7K
|
11.2K
$648K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-502- 8.85% |
$27.7K - $28.8K
|
5.17K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-502- 6.71% |
$27.7K - $28.8K
|
6.98K
$405K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-528- 2.4% |
$29.2K - $30.2K
|
21.5K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-564- 51.23% |
$31.2K - $32.3K
|
537
$31.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-600- 75.95% |
$33.2K - $34.4K
|
190
$11K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-601- 4.06% |
$33.2K - $34.4K
|
14.2K
$825K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-629- 7.1% |
$34.8K - $36K
|
8.23K
$477K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-646- 1.87% |
$35.7K - $37K
|
33.9K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-665- 11.2% |
$36.7K - $38.1K
|
5.27K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-688- 5.92% |
$38K - $39.4K
|
10.9K
$634K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-690- 3.49% |
$38.1K - $39.5K
|
19.1K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-825- 7.58% |
$45.6K - $47.3K
|
10.1K
$584K
|