Purchases and Sales Made in Q4 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 5.34% |
$77.3K - $86.2K
|
30.9K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2K- 15.37% |
$88.6K - $98.9K
|
11K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.22K- 0.66% |
$98.5K - $110K
|
335K
$19.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.59K- 11.91% |
$115K - $128K
|
19.2K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.88K- 13.98% |
$127K - $142K
|
17.7K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-3.34K- 3.68% |
$148K - $165K
|
87.6K
$5.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-3.99K- 15.55% |
$176K - $197K
|
21.6K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.3K- 4.63% |
$190K - $213K
|
88.5K
$5.14M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.63K- 28.49% |
$205K - $229K
|
11.6K
$674K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.73K- 20.45% |
$209K - $234K
|
18.4K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.06K- 3.71% |
$224K - $250K
|
131K
$7.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.21K- 31.88% |
$231K - $258K
|
11.1K
$646K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.43K- 28.81% |
$240K - $268K
|
13.4K
$779K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.01K- 3.18% |
$266K - $297K
|
183K
$10.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.61K- 24.27% |
$292K - $327K
|
20.6K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.95K- 37.8% |
$396K - $442K
|
14.7K
$855K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.77K- 53.09% |
$433K - $483K
|
8.64K
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-11.3K- 13.3% |
$501K - $559K
|
73.8K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 72.62% |
$560K - $625K
|
4.77K
$277K
|
|
|
Jan 26, 2023
Q4 2022
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-13.8K- 23.89% |
$609K - $680K
|
43.8K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-21.5K- 13.96% |
$950K - $1.06M
|
132K
$7.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-27.9K- 41.28% |
$1.24M - $1.38M
|
39.7K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.9K- 32.65% |
$1.45M - $1.62M
|
67.8K
$3.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.2K- 60.61% |
$1.51M - $1.69M
|
22.2K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-35.3K- 59.22% |
$1.56M - $1.74M
|
24.3K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-38.6K- 9.96% |
$1.71M - $1.91M
|
349K
$20.2M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-61K- 57.88% |
$2.7M - $3.01M
|
44.4K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-215K- 48.41% |
$9.52M - $10.6M
|
229K
$13.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.1M- 63.38% |
$48.9M - $54.6M
|
638K
$37.1M
|