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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-274- 1.56% |
$15.1K - $16.3K
|
17.3K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
468+ 4.1% |
$25.8K - $27.8K
|
11.9K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.63K+ 108.35% |
$256K - $275K
|
8.91K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.18% |
$2.48K - $2.67K
|
24.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.22K- 20.58% |
$123K - $132K
|
8.58K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88K+ 22.31% |
$159K - $171K
|
15.8K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 71.43% |
$552 - $593
|
24
$1.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 25.44% |
$771K - $829K
|
41K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 24.98% |
$649K - $698K
|
58.9K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.26% |
$2.37K - $2.55K
|
16.6K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
273+ 7.07% |
$15.1K - $16.2K
|
4.13K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.35K- 1.8% |
$74.3K - $79.9K
|
73.4K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.58K+ 70.55% |
$252K - $271K
|
11.1K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.5K+ 146.52% |
$746K - $803K
|
22.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-524- 3.25% |
$28.9K - $31.1K
|
15.6K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.27K- 3.46% |
$401K - $431K
|
203K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 0.48% |
$65.1K - $70K
|
248K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.55K- 37.85% |
$196K - $210K
|
5.83K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
244+ 3.42% |
$13.5K - $14.5K
|
7.39K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-574K- 49.81% |
$31.6M - $34M
|
578K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.31K- 2.1% |
$403K - $433K
|
341K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.16K+ 7.69% |
$340K - $365K
|
86.3K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
556+ 2.29% |
$30.7K - $33K
|
24.9K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 33.96% |
$217K - $233K
|
7.64K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
58+ 1.44% |
$3.2K - $3.44K
|
4.08K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-86- 2.02% |
$4.74K - $5.1K
|
4.17K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$583K - $627K
|
10.6K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.8K+ 1.9% |
$320K - $344K
|
312K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 34.05% |
$84.1K - $90.4K
|
6K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 22.75% |
$98.7K - $106K
|
6.07K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.66% |
$110 - $119
|
304
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-480- 53.57% |
$26.5K - $28.5K
|
416
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.4K+ 1.25% |
$77K - $82.8K
|
113K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.36K+ 35.54% |
$75.1K - $80.7K
|
5.19K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13- 0.08% |
$717 - $771
|
15.9K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.45KNew |
$190K - $204K
|
3.45K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.02K- 4.17% |
$56.2K - $60.4K
|
23.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.6K- 87.13% |
$2.19M - $2.35M
|
5.85K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.33K+ 4.56% |
$459K - $494K
|
191K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.68K- 13.75% |
$423K - $455K
|
48.1K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 5.26% |
$1.17M - $1.25M
|
381K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-29- 0.81% |
$1.6K - $1.72K
|
3.56K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.3K+ 25.0% |
$292K - $314K
|
26.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.52K- 10.07% |
$525K - $565K
|
85.1K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
411+ 7.38% |
$22.7K - $24.4K
|
5.98K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.5% |
$772 - $830
|
2.8K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
683+ 6.16% |
$37.7K - $40.5K
|
11.8K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600New |
$33.1K - $35.6K
|
600
$34.8K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.9K+ 129.4% |
$1.04M - $1.12M
|
33.5K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 5.95% |
$64K - $68.9K
|
18.4K
$1.06M
|