Purchases and Sales Made in Q3 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2025. 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 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
257K+ 67.36% |
$15.7M - $16.5M
|
638K
$41M
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
166KNew |
$10.1M - $10.7M
|
166K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23K+ 10.8% |
$1.4M - $1.48M
|
236K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
10KNew |
$611K - $646K
|
10K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.53K+ 45.35% |
$581K - $614K
|
30.6K
$1.96M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.27KNew |
$565K - $597K
|
9.27K
$596K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.54K+ 25.12% |
$277K - $292K
|
22.6K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.35K+ 4.42% |
$265K - $280K
|
103K
$6.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
4.22KNew |
$257K - $272K
|
4.22K
$271K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.16KNew |
$193K - $203K
|
3.16K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 18.98% |
$145K - $153K
|
14.9K
$956K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.99K+ 13.21% |
$122K - $128K
|
17.1K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1.03K+ 8.98% |
$63.1K - $66.6K
|
12.6K
$807K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
717+ 4.3% |
$43.7K - $46.2K
|
17.4K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
690+ 2.84% |
$42.1K - $44.4K
|
25K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
611+ 2.33% |
$37.3K - $39.3K
|
26.8K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
604+ 0.82% |
$36.8K - $38.9K
|
74.7K
$4.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
489+ 4.72% |
$29.8K - $31.5K
|
10.9K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
448+ 7.68% |
$27.3K - $28.8K
|
6.28K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
429+ 7.4% |
$26.2K - $27.6K
|
6.23K
$400K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
377+ 1.44% |
$23K - $24.3K
|
26.5K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
266+ 0.46% |
$16.2K - $17.1K
|
57.5K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
171+ 0.82% |
$10.4K - $11K
|
21.1K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
135New |
$8.23K - $8.69K
|
135
$8.68K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
114+ 2.57% |
$6.95K - $7.34K
|
4.55K
$293K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
110+ 0.4% |
$6.71K - $7.08K
|
27.7K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.24% |
$1.83K - $1.93K
|
12.4K
$800K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
21+ 0.24% |
$1.28K - $1.35K
|
8.63K
$555K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9+ 0.22% |
$549 - $580
|
4.15K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.14% |
$488 - $515
|
5.67K
$364K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.44% |
$366 - $386
|
1.37K
$87.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$61 - $64.4
|
825
$53K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$61 - $64.4
|
10.1K
$649K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.82% |
$2.13K - $2.25K
|
4.22K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.38% |
$3.9K - $4.12K
|
4.59K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 0.91% |
$11K - $11.6K
|
19.7K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-225- 2.73% |
$13.7K - $14.5K
|
8.02K
$516K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-462- 4.67% |
$28.2K - $29.7K
|
9.43K
$606K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-555- 7.64% |
$33.8K - $35.7K
|
6.71K
$431K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-571- 5.0% |
$34.8K - $36.8K
|
10.8K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-730- 4.58% |
$44.5K - $47K
|
15.2K
$977K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-823- 4.49% |
$50.2K - $53K
|
17.5K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 12.08% |
$67.4K - $71.2K
|
8.04K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.47K- 2.3% |
$89.4K - $94.4K
|
62.3K
$4.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-2.14K- 37.76% |
$130K - $138K
|
3.52K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.57K- 6.88% |
$157K - $165K
|
34.8K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-3.62K- 2.4% |
$221K - $233K
|
147K
$9.46M
|