Purchases and Sales Made in Q4 2023 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

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
Feb 15, 2024 Q4 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
874
+ 6.3%
$41.7K - $46.7K
14.8K $864K
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

BUY
 -
861
+ 11.89%
$41.1K - $46K
8.1K $474K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
852
+ 7.11%
$40.7K - $45.5K
12.8K $752K
Feb 06, 2024 Q4 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
852
+ 19.26%
$40.7K - $45.5K
5.28K $309K
Feb 08, 2024 Q4 2023
Foundations Investment Advisors, LLC

BUY
 -
837
+ 19.65%
$40K - $44.7K
5.1K $298K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
828
+ 2.09%
$39.5K - $44.2K
40.5K $2.37M
Jan 23, 2024 Q4 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
823
+ 17.21%
$39.3K - $43.9K
5.61K $328K
Feb 14, 2024 Q4 2023
Greystone Financial Group, LLC

BUY
 -
796
+ 5.92%
$38K - $42.5K
14.2K $834K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
788
+ 5.42%
$37.6K - $42.1K
15.3K $897K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
747
+ 16.81%
$35.7K - $39.9K
5.19K $304K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
723
New
$34.5K - $38.6K
723 $42.3K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
689
+ 3.04%
$32.9K - $36.8K
23.3K $1.37M
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
668
+ 2.15%
$31.9K - $35.7K
31.7K $1.86M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
651
+ 3.09%
$31.1K - $34.8K
21.7K $1.27M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
650
+ 18.84%
$31K - $34.7K
4.1K $240K
Jan 31, 2024 Q4 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
643
+ 7.63%
$30.7K - $34.3K
9.07K $531K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
563
+ 8.36%
$26.9K - $30.1K
7.3K $427K
Feb 12, 2024 Q4 2023
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
537
New
$25.6K - $28.7K
537 $31.4K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
534
+ 0.72%
$25.5K - $28.5K
74.9K $4.39M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
512
+ 0.3%
$24.4K - $27.3K
172K $10.1M
Jan 25, 2024 Q4 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
503
+ 2.49%
$24K - $26.9K
20.7K $1.21M
Feb 01, 2024 Q4 2023
Burt Wealth Advisors

BUY
 -
474
+ 0.71%
$22.6K - $25.3K
67.4K $3.95M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
449
New
$21.4K - $24K
449 $26.3K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
432
New
$20.6K - $23.1K
432 $25.3K
Jan 19, 2024 Q4 2023
New Capital Management LP

BUY
 -
409
+ 5.5%
$19.5K - $21.8K
7.85K $460K
Jan 12, 2024 Q4 2023
Rda Financial Network

BUY
 -
401
+ 6.3%
$19.1K - $21.4K
6.76K $396K
Jan 19, 2024 Q4 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
393
+ 1.04%
$18.8K - $21K
38.4K $2.25M
Jan 08, 2024 Q4 2023
Buttonwood Financial Group, LLC

BUY
 -
369
+ 3.18%
$17.6K - $19.7K
12K $701K
Feb 06, 2024 Q4 2023
Aveo Capital Partners, LLC

BUY
 -
331
+ 0.25%
$15.8K - $17.7K
133K $7.81M
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
306
New
$14.6K - $16.3K
306 $17.9K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
299
New
$14.3K - $16K
299 $17.5K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
289
+ 1.15%
$13.8K - $15.4K
25.4K $1.49M
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
204
+ 15.01%
$9.74K - $10.9K
1.56K $91.5K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
203
+ 1.43%
$9.69K - $10.8K
14.4K $844K
Jan 23, 2024 Q4 2023
Beacon Financial Advisory LLC

BUY
 -
195
+ 2.04%
$9.31K - $10.4K
9.76K $572K
Jan 24, 2024 Q4 2023
Capital Insight Partners, LLC

BUY
 -
191
+ 0.67%
$9.12K - $10.2K
28.9K $1.69M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
183
New
$8.73K - $9.77K
183 $10.7K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
157
New
$7.49K - $8.38K
157 $9.19K
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
147
+ 0.2%
$7.02K - $7.85K
72.7K $4.26M
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

BUY
 -
142
+ 3.13%
$6.78K - $7.58K
4.67K $274K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
141
+ 2.98%
$6.73K - $7.53K
4.88K $286K
Feb 01, 2024 Q4 2023
Efg Asset Management (Americas) Corp.

BUY
 -
130
+ 1.44%
$6.2K - $6.94K
9.13K $535K
Jan 09, 2024 Q4 2023
Mcia Inc

BUY
 -
129
+ 1.15%
$6.16K - $6.89K
11.3K $663K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
119
+ 297.5%
$5.68K - $6.35K
159 $9.31K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
118
+ 513.04%
$5.63K - $6.3K
141 $8.26K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
112
+ 12.56%
$5.35K - $5.98K
1K $58.8K
Feb 13, 2024 Q4 2023
C2 C Wealth Management, LLC

BUY
 -
100
+ 1.34%
$4.77K - $5.34K
7.58K $444K
Jan 26, 2024 Q4 2023
Ckw Financial Group

BUY
 -
86
+ 1.56%
$4.1K - $4.59K
5.59K $327K
Feb 09, 2024 Q4 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
82
+ 1.91%
$3.91K - $4.38K
4.38K $256K

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