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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27New |
$1.28K - $1.37K
|
27
$1.61K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.23KNew |
$201K - $215K
|
4.23K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.93K- 27.53% |
$91.7K - $98.3K
|
5.08K
$303K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.94K- 19.71% |
$282K - $302K
|
24.2K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$196K - $210K
|
4.13K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-374- 7.88% |
$17.8K - $19K
|
4.37K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-67- 1.36% |
$3.18K - $3.41K
|
4.86K
$289K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.09K - $1.17K
|
23
$1.37K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
21KNew |
$931K - $1.04M
|
21K
$1.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.69KNew |
$296K - $330K
|
6.69K
$398K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.05KNew |
$135K - $151K
|
3.05K
$182K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$1.02K - $1.14K
|
23
$1.37K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
412New |
$18.2K - $20.4K
|
412
$24.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.43KNew |
$329K - $367K
|
7.43K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$13.3K - $14.8K
|
300
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
51New |
$2.26K - $2.52K
|
51
$3.04K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
820+ 13.98% |
$36.3K - $40.5K
|
6.69K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36KNew |
$105K - $117K
|
2.36K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
50.1KNew |
$2.22M - $2.48M
|
50.1K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
195New |
$8.63K - $9.64K
|
195
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
123K+ 131.74% |
$5.43M - $6.06M
|
216K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
478+ 7.16% |
$21.2K - $23.6K
|
7.15K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
563+ 95.91% |
$24.9K - $27.8K
|
1.15K
$68.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
510KNew |
$22.6M - $25.2M
|
510K
$30.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-55- 1.17% |
$2.43K - $2.72K
|
4.67K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 0.4% |
$841 - $939
|
4.79K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205K+ 117.14% |
$9.08M - $10.1M
|
380K
$22.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$2.04K - $2.27K
|
46
$2.74K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.23KNew |
$320K - $357K
|
7.23K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.77K+ 21.85% |
$167K - $186K
|
21K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.32KNew |
$413K - $461K
|
9.32K
$555K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55New |
$2.43K - $2.72K
|
55
$3.28K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$110K - $123K
|
2.49K
$149K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
382+ 5.6% |
$16.9K - $18.9K
|
7.2K
$429K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44- 97.78% |
$1.95K - $2.17K
|
1
$59.6
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23K+ 2.39% |
$54.5K - $60.8K
|
52.8K
$3.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$6.64K - $7.41K
|
150
$8.94K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.45% |
$88.5 - $98.8
|
442
$26.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-76- 1.52% |
$3.36K - $3.76K
|
4.92K
$293K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
515KNew |
$22.8M - $25.4M
|
515K
$30.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.95K- 37.8% |
$396K - $442K
|
14.7K
$878K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
650New |
$28.8K - $32.1K
|
650
$38.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 33.33% |
$133 - $148
|
12
$715
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.12KNew |
$227K - $253K
|
5.12K
$305K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$592K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
420New |
$18.6K - $20.8K
|
420
$25K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-542Closed |
$24.3K - $27.6K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$248K - $282K
|
5.54K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.48KNew |
$66.3K - $75.5K
|
1.48K
$88.2K
|
|