Purchases and Sales Made in Q3 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2024. 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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
296+ 1.42% |
$16.3K - $17.6K
|
21.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
295+ 8.03% |
$16.3K - $17.5K
|
3.97K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
277+ 2.58% |
$15.3K - $16.4K
|
11K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
273+ 7.07% |
$15.1K - $16.2K
|
4.13K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
248+ 1.86% |
$13.7K - $14.7K
|
13.6K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
244+ 3.42% |
$13.5K - $14.5K
|
7.39K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
232New |
$12.8K - $13.8K
|
232
$13.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
230+ 6.08% |
$12.7K - $13.6K
|
4.02K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
218+ 0.8% |
$12K - $12.9K
|
27.5K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
213+ 1.7% |
$11.7K - $12.6K
|
12.8K
$737K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
210+ 2.35% |
$11.6K - $12.5K
|
9.15K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 0.9% |
$11.1K - $11.9K
|
22.6K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
199+ 1.82% |
$11K - $11.8K
|
11.2K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 2.0% |
$10.8K - $11.6K
|
10K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
193New |
$10.6K - $11.4K
|
193
$11.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
188+ 2.21% |
$10.4K - $11.2K
|
8.69K
$502K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
183+ 1.37% |
$10.1K - $10.9K
|
13.5K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
179New |
$9.87K - $10.6K
|
179
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
174+ 4.1% |
$9.6K - $10.3K
|
4.42K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
159+ 3.73% |
$8.77K - $9.43K
|
4.42K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
139+ 1.88% |
$7.67K - $8.24K
|
7.55K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
138New |
$7.61K - $8.18K
|
138
$7.97K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 122.86% |
$7.11K - $7.65K
|
234
$13.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
106+ 1.16% |
$5.85K - $6.29K
|
9.26K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
106+ 0.52% |
$5.85K - $6.29K
|
20.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
90+ 1.05% |
$4.96K - $5.34K
|
8.64K
$499K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.28% |
$4.58K - $4.92K
|
6.58K
$380K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
82+ 75.93% |
$4.52K - $4.86K
|
190
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
81+ 1.09% |
$4.47K - $4.8K
|
7.5K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
69+ 0.75% |
$3.81K - $4.09K
|
9.24K
$533K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
60+ 0.61% |
$3.31K - $3.56K
|
9.96K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59+ 0.86% |
$3.25K - $3.5K
|
6.94K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
58+ 1.44% |
$3.2K - $3.44K
|
4.08K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56+ 0.44% |
$3.09K - $3.32K
|
12.7K
$736K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
55+ 0.48% |
$3.03K - $3.26K
|
11.4K
$658K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.07% |
$2.65K - $2.85K
|
72.1K
$4.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
46+ 0.68% |
$2.54K - $2.73K
|
6.76K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.18% |
$2.48K - $2.67K
|
24.4K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
42+ 1.16% |
$2.32K - $2.49K
|
3.67K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
41+ 0.48% |
$2.26K - $2.43K
|
8.61K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
34+ 0.24% |
$1.88K - $2.02K
|
14K
$806K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
32+ 9.44% |
$1.76K - $1.9K
|
371
$21.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 0.02% |
$1.49K - $1.6K
|
172K
$9.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25+ 0.76% |
$1.38K - $1.48K
|
3.32K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
23+ 1.91% |
$1.27K - $1.36K
|
1.23K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
22New |
$1.21K - $1.3K
|
22
$1.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.32% |
$1.1K - $1.19K
|
6.36K
$367K
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
20+ 0.4% |
$1.1K - $1.19K
|
5.05K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.05% |
$1.05K - $1.13K
|
41K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.64% |
$1.05K - $1.13K
|
2.99K
$173K
|