Latest Institutional Transactions on Ishares Tr Core Growth Allocat (AOR)
This table provides information on the latest institutional transactions involving Ishares Tr Core Growth Allocat (AOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
383+ 5.11% |
$22K - $22.8K
|
7.89K
$468K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9K+ 179.98% |
$738K - $768K
|
20K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 15.62% |
$80.2K - $83.5K
|
7.56K
$449K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11New |
$631 - $656
|
11
$653
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.82K+ 65.62% |
$219K - $228K
|
9.65K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-697- 0.22% |
$40K - $41.6K
|
311K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
410+ 1.76% |
$23.5K - $24.5K
|
23.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1K+ 25.31% |
$57.5K - $59.9K
|
4.97K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.08% |
$516 - $537
|
11K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 19.35% |
$184K - $192K
|
19.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 14.23% |
$1.66M - $1.72M
|
232K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77+ 1.85% |
$4.41K - $4.59K
|
4.24K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-217- 0.93% |
$12.4K - $12.9K
|
23.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-681- 4.88% |
$39K - $40.6K
|
13.3K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15K+ 6.93% |
$180K - $188K
|
48.6K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-65- 1.76% |
$3.73K - $3.88K
|
3.64K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.86K+ 4.56% |
$451K - $469K
|
180K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-328- 5.21% |
$18.8K - $19.6K
|
5.97K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 4.16% |
$591K - $615K
|
258K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-131- 0.64% |
$7.51K - $7.82K
|
20.3K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
4.4KNew |
$252K - $263K
|
4.4K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.56KNew |
$204K - $212K
|
3.56K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.3K+ 13.02% |
$4.31M - $4.49M
|
653K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 22.79% |
$140K - $145K
|
13.1K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-360- 3.78% |
$20.6K - $21.5K
|
9.16K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.3KNew |
$646K - $672K
|
11.3K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
532+ 40.99% |
$30.5K - $31.7K
|
1.83K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
32K+ 616.34% |
$1.83M - $1.91M
|
37.2K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 14.21% |
$112K - $116K
|
15.6K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 18.99% |
$4.53K - $4.71K
|
495
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
441+ 9.37% |
$25.3K - $26.3K
|
5.15K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
105+ 55.26% |
$6.02K - $6.26K
|
295
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 10.89% |
$300K - $313K
|
42.9K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
624New |
$35.8K - $37.2K
|
624
$37.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53.8K+ 727.95% |
$3.08M - $3.21M
|
61.2K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
507K+ 148.56% |
$29M - $30.2M
|
847K
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.19K- 24.69% |
$183K - $190K
|
9.74K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
73+ 1.79% |
$4.18K - $4.36K
|
4.15K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.08% |
$229 - $239
|
4.8K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-228- 3.75% |
$13.1K - $13.6K
|
5.85K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.4K+ 35.3% |
$3.87M - $4.02M
|
258K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 45.86% |
$1.08M - $1.12M
|
59.7K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
165+ 0.73% |
$9.46K - $9.84K
|
22.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 1.64% |
$287 - $298
|
309
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
34.5KNew |
$1.98M - $2.06M
|
34.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.52K- 6.12% |
$87.2K - $90.8K
|
23.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
290+ 1.67% |
$16.6K - $17.3K
|
17.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.5KNew |
$315K - $328K
|
5.5K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
328+ 3.28% |
$18.8K - $19.6K
|
10.3K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
248+ 5.61% |
$14.2K - $14.8K
|
4.67K
$277K
|