Purchases and Sales Made in Q4 2023 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2023. 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 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.03KNew |
$383K - $429K
|
8.03K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.03KNew |
$383K - $429K
|
8.03K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.6KNew |
$363K - $406K
|
7.6K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.53KNew |
$359K - $402K
|
7.53K
$441K
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
7.28K+ 165.67% |
$348K - $389K
|
11.7K
$684K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.21K+ 12.88% |
$344K - $385K
|
63.2K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
7.03KNew |
$335K - $375K
|
7.03K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.4KNew |
$306K - $342K
|
6.4K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
5.8KNew |
$277K - $310K
|
5.8K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.36KNew |
$256K - $286K
|
5.36K
$314K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.92KNew |
$235K - $263K
|
4.92K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.79K+ 44.8% |
$229K - $256K
|
15.5K
$907K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.79KNew |
$228K - $256K
|
4.79K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.78K+ 93.38% |
$228K - $255K
|
9.9K
$580K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.58K+ 271.47% |
$218K - $244K
|
6.26K
$367K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.39KNew |
$210K - $235K
|
4.39K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
4.39K+ 7.24% |
$209K - $234K
|
65K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.38K+ 102.99% |
$209K - $234K
|
8.63K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$204K - $228K
|
4.28K
$250K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.14KNew |
$198K - $221K
|
4.14K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
3.96KNew |
$189K - $211K
|
3.96K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.89KNew |
$186K - $208K
|
3.89K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.83KNew |
$183K - $204K
|
3.83K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.78KNew |
$180K - $202K
|
3.78K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.59K+ 18.35% |
$172K - $192K
|
23.2K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 13.77% |
$128K - $144K
|
22.2K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.69K+ 34.56% |
$128K - $144K
|
10.5K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.68K+ 8.2% |
$128K - $143K
|
35.3K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.67K+ 8.17% |
$127K - $142K
|
35.3K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.65K+ 328.57% |
$126K - $141K
|
3.45K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$126K - $141K
|
2.65K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.13K+ 40.59% |
$101K - $114K
|
7.36K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 10.47% |
$101K - $113K
|
22.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.73K+ 24.3% |
$82.5K - $92.3K
|
8.84K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.72K+ 0.91% |
$82.1K - $91.8K
|
192K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.69K+ 12.53% |
$80.6K - $90.2K
|
15.2K
$889K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.68KNew |
$80.3K - $89.8K
|
1.68K
$98.5K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.6K+ 5.15% |
$76.3K - $85.3K
|
32.6K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.49K+ 9.17% |
$71.3K - $79.7K
|
17.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
1.44K+ 38.59% |
$68.9K - $77.1K
|
5.18K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 10.37% |
$67.2K - $75.2K
|
15K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 22.25% |
$66.5K - $74.4K
|
7.66K
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 1.49% |
$59.2K - $66.2K
|
84.5K
$4.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.21K+ 35.04% |
$57.9K - $64.8K
|
4.68K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.2K+ 8.25% |
$57.1K - $63.9K
|
15.7K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13K+ 8.27% |
$54K - $60.4K
|
14.8K
$867K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
1.12K+ 18.32% |
$53.6K - $59.9K
|
7.25K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.06K+ 21.3% |
$50.5K - $56.4K
|
6.02K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
906+ 14.88% |
$43.2K - $48.4K
|
6.99K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
883New |
$42.1K - $47.2K
|
883
$51.7K
|