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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.12KNew |
$227K - $253K
|
5.12K
$314K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$610K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
420New |
$18.6K - $20.8K
|
420
$25.8K
|
|
| 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
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$212K - $241K
|
4.73K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 56.16% |
$614K - $699K
|
10.7K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.48KNew |
$66.3K - $75.5K
|
1.48K
$90.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 97.91% |
$50.4K - $57.4K
|
24
$1.47K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$159K - $180K
|
3.54K
$217K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$645K - $734K
|
14.4K
$884K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-704- 4.56% |
$31.5K - $35.9K
|
14.7K
$904K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 30.68% |
$103K - $117K
|
9.79K
$601K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$8.96K - $10.2K
|
200
$12.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73KNew |
$167K - $190K
|
3.73K
$229K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 1.11% |
$4.66K - $5.37K
|
8.79K
$540K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4KClosed |
$188K - $217K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-65.8KClosed |
$3.1M - $3.57M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-845Closed |
$39.8K - $45.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11.4K- 95.68% |
$536K - $617K
|
514
$31.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.86KClosed |
$464K - $535K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$203K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-383- 4.82% |
$18K - $20.8K
|
7.57K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-475Closed |
$22.4K - $25.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-31Closed |
$1.46K - $1.68K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-560- 96.55% |
$26.4K - $30.4K
|
20
$1.23K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-107Closed |
$5.04K - $5.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.1% |
$235 - $271
|
5.02K
$308K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
257New |
$12.1K - $13.9K
|
257
$15.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-8- 0.19% |
$377 - $434
|
4.19K
$257K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
400New |
$18.8K - $21.7K
|
400
$24.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.69KClosed |
$268K - $309K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-390- 66.1% |
$18.4K - $21.1K
|
200
$12.3K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
772New |
$36.3K - $41.9K
|
772
$47.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
3+ 0.45% |
$141 - $163
|
667
$40.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.2KClosed |
$56.5K - $65.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.1KClosed |
$98.8K - $114K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-27Closed |
$1.27K - $1.46K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-94.1KClosed |
$4.43M - $5.1M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-11.9K- 46.29% |
$560K - $645K
|
13.8K
$847K
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
106KNew |
$4.99M - $5.75M
|
106K
$6.51M
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-390- 6.86% |
$18.4K - $21.1K
|
5.3K
$325K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.23KClosed |
$57.9K - $66.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.3% |
$47.1 - $54.2
|
332
$20.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$213K - $245K
|
4.52K
$277K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.3K- 23.32% |
$1.05M - $1.21M
|
73.3K
$4.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$280K - $322K
|
5.95K
$365K
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-658- 4.97% |
$34K - $37.6K
|
12.6K
$772K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$523K - $579K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.81KClosed |
$249K - $275K
|
0
$0
|
|