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 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-860- 18.63% |
$47.5K - $49.3K
|
3.76K
$216K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-954- 46.54% |
$52.7K - $54.7K
|
1.1K
$63K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.02K- 3.86% |
$56.2K - $58.3K
|
25.3K
$1.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.13K- 20.27% |
$62.5K - $64.8K
|
4.45K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.21K- 7.38% |
$66.6K - $69.1K
|
15.1K
$870K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 30.73% |
$70K - $72.6K
|
2.86K
$164K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.36KClosed |
$75.3K - $78.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.41K- 5.9% |
$77.8K - $80.7K
|
22.5K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.63K- 3.99% |
$90.1K - $93.4K
|
39.2K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.63KClosed |
$90.1K - $93.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8KClosed |
$99.5K - $103K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.17K- 9.74% |
$120K - $124K
|
20.1K
$1.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.37K- 4.45% |
$131K - $136K
|
50.9K
$2.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.59K- 19.04% |
$143K - $148K
|
11K
$633K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.75K- 33.1% |
$152K - $157K
|
5.56K
$319K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 1.88% |
$156K - $161K
|
147K
$8.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.85K- 4.16% |
$158K - $163K
|
65.7K
$3.78M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.14K- 62.31% |
$174K - $180K
|
1.9K
$109K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.16K- 1.93% |
$174K - $181K
|
161K
$9.24M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.55K- 13.31% |
$196K - $203K
|
23.1K
$1.33M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68KClosed |
$203K - $211K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.82K- 10.31% |
$211K - $219K
|
33.2K
$1.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.92K- 1.87% |
$217K - $225K
|
206K
$11.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.94K- 49.7% |
$217K - $225K
|
3.98K
$229K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.42KClosed |
$244K - $253K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.61K- 9.95% |
$255K - $264K
|
41.7K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.33K- 63.13% |
$294K - $305K
|
3.11K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.84KClosed |
$323K - $335K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.05KClosed |
$334K - $347K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.1K- 93.26% |
$337K - $349K
|
441
$25.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.7K- 69.87% |
$425K - $441K
|
3.32K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-16K- 9.56% |
$882K - $914K
|
151K
$8.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-25.3K- 83.75% |
$1.4M - $1.45M
|
4.92K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.9K- 82.59% |
$1.43M - $1.49M
|
5.47K
$314K
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.8KClosed |
$1.48M - $1.54M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-41K- 89.49% |
$2.26M - $2.35M
|
4.81K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.4KClosed |
$2.4M - $2.48M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-47.6K- 6.4% |
$2.63M - $2.73M
|
696K
$40M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-138K- 99.66% |
$7.64M - $7.92M
|
473
$27.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-192KClosed |
$10.6M - $11M
|
0
$0
|