Purchases and Sales Made in Q3 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-431- 23.92% |
$19.3K - $22K
|
1.37K
$79.1K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-438- 3.39% |
$19.6K - $22.3K
|
12.5K
$720K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-491- 4.02% |
$22K - $25K
|
11.7K
$678K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-525- 5.2% |
$23.5K - $26.8K
|
9.57K
$552K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-526- 2.96% |
$23.6K - $26.8K
|
17.3K
$996K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-537- 1.8% |
$24K - $27.4K
|
29.4K
$1.7M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-542Closed |
$24.3K - $27.6K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-559- 7.42% |
$25K - $28.5K
|
6.97K
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-586- 5.48% |
$26.2K - $29.9K
|
10.1K
$583K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-704- 4.56% |
$31.5K - $35.9K
|
14.7K
$851K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-738- 3.28% |
$33K - $37.6K
|
21.8K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-878- 5.57% |
$39.3K - $44.8K
|
14.9K
$859K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-982- 2.18% |
$44K - $50.1K
|
44.2K
$2.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.06K- 0.77% |
$47.2K - $53.8K
|
136K
$7.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 97.91% |
$50.4K - $57.4K
|
24
$1.39K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.87% |
$50.5K - $57.5K
|
59K
$3.41M
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-1.15K- 10.05% |
$51.5K - $58.6K
|
10.3K
$594K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 3.82% |
$52.3K - $59.5K
|
29.4K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.21K- 4.6% |
$54.3K - $61.8K
|
25.2K
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.29K- 7.77% |
$57.8K - $65.8K
|
15.3K
$884K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.32K- 4.78% |
$59.1K - $67.2K
|
26.3K
$1.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.36K- 17.39% |
$61K - $69.5K
|
6.48K
$374K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.46K- 3.85% |
$65.3K - $74.4K
|
36.4K
$2.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.57K- 7.09% |
$70.3K - $80K
|
20.6K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.63K- 16.18% |
$73K - $83.1K
|
8.45K
$488K
|
|
|
Nov 07, 2022
Q3 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.66K- 15.88% |
$74.2K - $84.5K
|
8.78K
$507K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.75K- 26.96% |
$78.5K - $89.3K
|
4.75K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.71K- 0.18% |
$121K - $138K
|
1.54M
$88.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.78K- 62.02% |
$125K - $142K
|
1.7K
$98.3K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.76K- 3.45% |
$168K - $191K
|
105K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.18K- 80.79% |
$187K - $213K
|
993
$57.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.37K- 32.68% |
$195K - $223K
|
8.99K
$519K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-4.63K- 21.62% |
$207K - $236K
|
16.8K
$969K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.88K- 15.19% |
$218K - $249K
|
27.2K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.85K- 34.5% |
$262K - $298K
|
11.1K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.03K- 32.41% |
$270K - $307K
|
12.6K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.89K- 6.91% |
$309K - $351K
|
92.8K
$5.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.75K- 29.62% |
$347K - $395K
|
18.4K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.81K- 31.67% |
$350K - $398K
|
16.8K
$972K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.97K- 6.16% |
$357K - $406K
|
121K
$7.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-8.3K- 36.57% |
$372K - $423K
|
14.4K
$831K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-10.4K- 69.35% |
$468K - $532K
|
4.62K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.7K- 93.72% |
$480K - $547K
|
719
$41.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 5.77% |
$518K - $589K
|
189K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.6K- 39.74% |
$520K - $592K
|
17.6K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 56.16% |
$614K - $699K
|
10.7K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.2K- 28.28% |
$723K - $824K
|
41K
$2.37M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-17.6K- 14.28% |
$786K - $895K
|
105K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 6.4% |
$839K - $955K
|
274K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-37.4K- 33.73% |
$1.67M - $1.91M
|
73.5K
$4.24M
|