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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-278- 2.07% |
$15.3K - $16.5K
|
13.2K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-291- 0.49% |
$16K - $17.3K
|
59.6K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-295- 0.3% |
$16.3K - $17.5K
|
98.1K
$5.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-315- 6.7% |
$17.4K - $18.7K
|
4.39K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-321- 7.19% |
$17.7K - $19K
|
4.14K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-330- 2.64% |
$18.2K - $19.6K
|
12.2K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-339- 0.56% |
$18.7K - $20.1K
|
60.6K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-361- 2.57% |
$19.9K - $21.4K
|
13.7K
$788K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-366- 3.73% |
$20.2K - $21.7K
|
9.44K
$543K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-411- 1.19% |
$22.7K - $24.4K
|
34.2K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 38.47% |
$23.3K - $25K
|
675
$38.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-440- 8.86% |
$24.3K - $26.1K
|
4.53K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-474- 81.03% |
$26.1K - $28.1K
|
111
$6.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-480- 53.57% |
$26.5K - $28.5K
|
416
$23.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-482- 26.91% |
$26.6K - $28.6K
|
1.31K
$75.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-490- 42.61% |
$27K - $29.1K
|
660
$38K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-491- 2.89% |
$27.1K - $29.1K
|
16.5K
$948K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-520- 2.53% |
$28.7K - $30.8K
|
20K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-524- 3.25% |
$28.9K - $31.1K
|
15.6K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-535- 2.28% |
$29.5K - $31.7K
|
22.9K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-591- 2.25% |
$32.6K - $35.1K
|
25.7K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-630- 4.0% |
$34.7K - $37.4K
|
15.1K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-647- 72.86% |
$35.7K - $38.4K
|
241
$13.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-668- 2.76% |
$36.8K - $39.6K
|
23.6K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-671- 9.14% |
$37K - $39.8K
|
6.67K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-689- 2.7% |
$38K - $40.9K
|
24.8K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-705- 6.35% |
$38.9K - $41.8K
|
10.4K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-731- 3.03% |
$40.3K - $43.4K
|
23.4K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-742- 5.46% |
$40.9K - $44K
|
12.8K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-754- 13.56% |
$41.6K - $44.7K
|
4.81K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-770- 17.78% |
$42.5K - $45.7K
|
3.56K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-774- 12.4% |
$42.7K - $45.9K
|
5.47K
$314K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-777- 11.84% |
$42.9K - $46.1K
|
5.78K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-785- 2.67% |
$43.3K - $46.6K
|
28.6K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-816- 0.5% |
$45K - $48.4K
|
163K
$9.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-993- 2.88% |
$54.8K - $58.9K
|
33.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.02K- 4.17% |
$56.2K - $60.4K
|
23.4K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.02K- 2.22% |
$56.3K - $60.5K
|
44.9K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.03K- 15.53% |
$56.6K - $60.9K
|
5.58K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.12K- 1.29% |
$61.6K - $66.2K
|
85.5K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$61.8K - $66.4K
|
19.2K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.12K- 3.3% |
$61.8K - $66.5K
|
32.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 5.95% |
$64K - $68.9K
|
18.4K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.2K- 6.58% |
$66.3K - $71.3K
|
17.1K
$982K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.24K- 9.83% |
$68.3K - $73.4K
|
11.4K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.34K- 20.05% |
$73.9K - $79.5K
|
5.34K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.35K- 1.8% |
$74.3K - $79.9K
|
73.4K
$4.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 13.85% |
$79.4K - $85.4K
|
8.95K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.45K- 86.03% |
$79.8K - $85.8K
|
235
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.58K- 0.97% |
$87K - $93.5K
|
161K
$9.23M
|