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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.61K- 2.62% |
$139K - $161K
|
96.9K
$5.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-124- 2.03% |
$6.62K - $7.63K
|
5.97K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.43K+ 37.61% |
$290K - $334K
|
19.9K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-296- 0.58% |
$15.8K - $18.2K
|
50.3K
$3.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.35K+ 27.71% |
$179K - $206K
|
15.5K
$948K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$53.4 - $61.6
|
681
$41.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
104+ 0.85% |
$5.55K - $6.4K
|
12.4K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43K+ 25.37% |
$2.3M - $2.65M
|
213K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-485- 7.89% |
$25.9K - $29.9K
|
5.66K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
233+ 1.2% |
$12.4K - $14.3K
|
19.6K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.29K- 6.67% |
$68.9K - $79.5K
|
18.1K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.1K+ 2.54% |
$112K - $129K
|
84.8K
$5.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
636+ 4.02% |
$33.9K - $39.2K
|
16.5K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 0.77% |
$4.06K - $4.68K
|
9.89K
$607K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.04% |
$53.4 - $61.6
|
2.45K
$150K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-111- 14.8% |
$5.92K - $6.83K
|
639
$39.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.4K- 8.35% |
$182K - $210K
|
37.3K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 29.58% |
$626K - $722K
|
27.9K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.22KNew |
$332K - $383K
|
6.22K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.49K+ 490.18% |
$506K - $584K
|
11.4K
$701K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-20K- 24.35% |
$1.07M - $1.23M
|
62.1K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-1.42K- 1.19% |
$75.8K - $87.5K
|
118K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.75KNew |
$307K - $354K
|
5.75K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$50.7K - $58.5K
|
950
$58.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-694- 60.98% |
$37K - $42.7K
|
444
$27.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 11.97% |
$73.3K - $84.5K
|
10.1K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 4.82% |
$60K - $69.3K
|
24.5K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-329- 1.27% |
$17.6K - $20.3K
|
25.7K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.16% |
$320 - $369
|
3.7K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-93- 0.94% |
$4.96K - $5.73K
|
9.81K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.05K- 10.42% |
$163K - $188K
|
26.2K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
215+ 0.38% |
$11.5K - $13.2K
|
57.3K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
107+ 0.46% |
$5.71K - $6.59K
|
23.4K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.45K - $2.83K
|
18.1K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-102K- 40.37% |
$5.45M - $6.29M
|
151K
$9.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.05K- 10.73% |
$163K - $188K
|
25.4K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.86K+ 63.25% |
$153K - $176K
|
7.39K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 8.93% |
$106K - $123K
|
24.3K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.85KNew |
$205K - $237K
|
3.85K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.26KNew |
$227K - $262K
|
4.26K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-494- 1.76% |
$26.4K - $30.4K
|
27.6K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 1.29% |
$7.04K - $8.13K
|
10.4K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
55+ 0.51% |
$2.93K - $3.39K
|
10.8K
$664K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$221K - $255K
|
4.14K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-126- 1.57% |
$6.72K - $7.76K
|
7.91K
$485K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-417- 6.67% |
$22.3K - $25.7K
|
5.83K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
381KNew |
$20.3M - $23.5M
|
381K
$23.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51K- 38.37% |
$2.72M - $3.14M
|
82K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
371+ 3.06% |
$19.8K - $22.8K
|
12.5K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.33K+ 118.49% |
$391K - $451K
|
13.5K
$829K
|