Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
247K+ 943.83% |
$14.1M - $14.7M
|
273K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 15.4% |
$1.8M - $1.88M
|
236K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.2K+ 141.54% |
$1.62M - $1.68M
|
48.1K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
23.2K+ 29.22% |
$1.33M - $1.38M
|
102K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.4K+ 10.44% |
$1.11M - $1.16M
|
205K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
9.38KNew |
$538K - $560K
|
9.38K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.16KNew |
$468K - $487K
|
8.16K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.92K+ 2455.6% |
$339K - $353K
|
6.16K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.88K+ 1.78% |
$337K - $351K
|
336K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.85KNew |
$278K - $290K
|
4.85K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.33KNew |
$248K - $258K
|
4.33K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.26KNew |
$244K - $254K
|
4.26K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62KNew |
$208K - $216K
|
3.62K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.55K+ 46.53% |
$146K - $152K
|
8.02K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.08K+ 22.06% |
$119K - $124K
|
11.5K
$673K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.94K+ 1.87% |
$111K - $116K
|
106K
$6.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.68K+ 2.28% |
$96K - $99.9K
|
75.1K
$4.39M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.49K+ 29.41% |
$85.2K - $88.7K
|
6.54K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 9.55% |
$72K - $74.9K
|
14.4K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 5.25% |
$63.7K - $66.3K
|
22.3K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$54.5K - $56.7K
|
950
$55.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
861New |
$49.4K - $51.4K
|
861
$50.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
833+ 11.32% |
$47.7K - $49.7K
|
8.19K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
808+ 3.75% |
$46.3K - $48.2K
|
22.4K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
748+ 0.95% |
$42.9K - $44.6K
|
79.6K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
619New |
$35.5K - $36.9K
|
619
$36.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
515+ 4.29% |
$29.5K - $30.7K
|
12.5K
$732K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
446+ 64.45% |
$25.6K - $26.6K
|
1.14K
$66.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
363+ 6.47% |
$20.8K - $21.7K
|
5.98K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
301+ 0.39% |
$17.3K - $18K
|
77.4K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 3.33% |
$14.4K - $15K
|
7.8K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
217+ 1.94% |
$12.4K - $12.9K
|
11.4K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
189+ 11.16% |
$10.8K - $11.3K
|
1.88K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170+ 3.35% |
$9.74K - $10.1K
|
5.24K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158+ 1.44% |
$9.06K - $9.43K
|
11.2K
$652K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
148+ 4.0% |
$8.48K - $8.83K
|
3.85K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
136+ 2.92% |
$7.8K - $8.11K
|
4.79K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 1.87% |
$7.05K - $7.34K
|
6.7K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
114+ 0.41% |
$6.53K - $6.8K
|
28.1K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
92+ 0.71% |
$5.27K - $5.49K
|
13.1K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 0.46% |
$4.47K - $4.65K
|
17.2K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
29+ 2.36% |
$1.66K - $1.73K
|
1.26K
$73.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16+ 0.4% |
$917 - $955
|
4.03K
$235K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 1.5% |
$631 - $656
|
746
$43.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.08% |
$115 - $119
|
2.47K
$144K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$57.3 - $59.7
|
74.4K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 0.72% |
$57.3 - $59.7
|
139
$8.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-53- 0.49% |
$3.04K - $3.16K
|
10.8K
$630K
|