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 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.25K- 50.67% |
$440K - $508K
|
8.03K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-852- 1.14% |
$45.5K - $52.5K
|
74.1K
$4.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
854+ 4.89% |
$45.6K - $52.6K
|
18.3K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.92K- 57.66% |
$263K - $303K
|
3.62K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-375- 0.58% |
$20K - $23.1K
|
64.1K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.1K- 12.84% |
$165K - $191K
|
21K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.32% |
$1.39K - $1.6K
|
8.04K
$493K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
530+ 63.86% |
$28.3K - $32.6K
|
1.36K
$83.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
761New |
$40.6K - $46.9K
|
761
$46.7K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-103- 1.18% |
$5.5K - $6.34K
|
8.61K
$528K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$480 - $554
|
2.83K
$174K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 10.19% |
$120K - $139K
|
19.8K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
282+ 3.54% |
$15K - $17.4K
|
8.25K
$506K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
543+ 8.08% |
$29K - $33.4K
|
7.26K
$445K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
257+ 3.78% |
$13.7K - $15.8K
|
7.06K
$433K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
33New |
$1.87K - $1.96K
|
33
$2.02K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$588K - $617K
|
10.4K
$637K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.93K+ 739.79% |
$279K - $293K
|
5.59K
$343K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-277- 0.81% |
$15.7K - $16.5K
|
34K
$2.08M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
31.8KNew |
$1.8M - $1.89M
|
31.8K
$1.95M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11.7KNew |
$664K - $696K
|
11.7K
$719K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
104+ 8.28% |
$5.89K - $6.18K
|
1.36K
$83.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 20.34% |
$3.4K - $3.56K
|
235
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-839- 9.16% |
$47.5K - $49.8K
|
8.32K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
158+ 1.88% |
$8.95K - $9.38K
|
8.56K
$525K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.26K+ 1.1% |
$71.5K - $75K
|
116K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-78- 2.15% |
$4.42K - $4.63K
|
3.56K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 36.89% |
$17.7M - $18.6M
|
535K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-326- 0.13% |
$18.5K - $19.4K
|
258K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.2KNew |
$862K - $904K
|
15.2K
$934K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
857+ 10.21% |
$48.5K - $50.9K
|
9.25K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
50+ 0.48% |
$2.83K - $2.97K
|
10.4K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.59K- 8.04% |
$90.3K - $94.7K
|
18.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
94.6K+ 2281.15% |
$5.36M - $5.62M
|
98.8K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.7K+ 27.98% |
$153K - $160K
|
12.3K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.12K- 5.11% |
$177K - $185K
|
58K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-162- 0.65% |
$9.17K - $9.62K
|
24.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
331+ 5.19% |
$18.7K - $19.7K
|
6.71K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 14.97% |
$49.6K - $52K
|
4.97K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.03K- 6.79% |
$511K - $536K
|
124K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-71- 0.5% |
$4.02K - $4.22K
|
14.1K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.52K+ 11.34% |
$143K - $150K
|
24.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.33KNew |
$529K - $554K
|
9.33K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
163+ 52.75% |
$9.23K - $9.68K
|
472
$29K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56K+ 33.28% |
$428K - $449K
|
30.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79- 15.96% |
$4.47K - $4.69K
|
416
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.23K+ 12.19% |
$296K - $311K
|
48.1K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 29.64% |
$263K - $275K
|
11K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47K- 7.19% |
$2.66M - $2.79M
|
606K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-513- 10.42% |
$29.1K - $30.5K
|
4.41K
$271K
|
|