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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.65K- 4.05% |
$93.4K - $98K
|
39.1K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.75K+ 2.01% |
$382K - $401K
|
343K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 2.1% |
$1.25K - $1.31K
|
1.03K
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 15.35% |
$57.2K - $60K
|
7.59K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86KClosed |
$106K - $111K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
375+ 8.74% |
$21.2K - $22.3K
|
4.67K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-741- 11.81% |
$42K - $44K
|
5.53K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44KNew |
$308K - $323K
|
5.44K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
660+ 1.94% |
$37.4K - $39.2K
|
34.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.9K- 25.28% |
$674K - $707K
|
35.2K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 0.72% |
$9.51K - $9.98K
|
23K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.2KNew |
$693K - $726K
|
12.2K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-319- 6.93% |
$18.1K - $18.9K
|
4.28K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-86- 9.68% |
$4.87K - $5.11K
|
802
$47.6K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
37+ 0.9% |
$2.1K - $2.2K
|
4.15K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183- 0.88% |
$10.4K - $10.9K
|
20.6K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
98+ 2.12% |
$5.55K - $5.82K
|
4.72K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.92K- 2.87% |
$505K - $530K
|
302K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 1.44% |
$12.7K - $13.3K
|
15.3K
$910K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 11.08% |
$134K - $140K
|
19K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-447- 2.54% |
$25.3K - $26.5K
|
17.2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62M- 80.81% |
$91.5M - $96M
|
384K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$5.95K - $6.24K
|
105
$6.24K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.43KNew |
$251K - $263K
|
4.43K
$263K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.4K+ 10.36% |
$926K - $971K
|
174K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-299K- 96.47% |
$16.9M - $17.7M
|
10.9K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 36.33% |
$4.77M - $5M
|
316K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-763- 41.69% |
$43.2K - $45.3K
|
1.07K
$63.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-929K- 86.64% |
$52.6M - $55.2M
|
143K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 20.87% |
$59.9K - $62.8K
|
4.01K
$238K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
777New |
$44K - $46.1K
|
777
$46.1K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 11.02% |
$117K - $123K
|
20.8K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
224+ 3.62% |
$12.7K - $13.3K
|
6.41K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-279- 0.45% |
$15.8K - $16.6K
|
61.4K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-763- 5.75% |
$43.2K - $45.3K
|
12.5K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-233- 22.04% |
$13.2K - $13.8K
|
824
$48.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.26K- 0.48% |
$185K - $194K
|
679K
$40.3M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.38K+ 74.38% |
$474K - $498K
|
19.6K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.08K- 10.44% |
$174K - $183K
|
26.4K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.18K- 8.62% |
$124K - $130K
|
23.2K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.94K- 63.99% |
$223K - $234K
|
2.22K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.87KNew |
$332K - $349K
|
5.87K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.49K+ 34.45% |
$311K - $326K
|
21.4K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
60+ 0.71% |
$3.4K - $3.56K
|
8.51K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.4K+ 76.95% |
$3.3M - $3.47M
|
134K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
13K+ 3337.69% |
$737K - $773K
|
13.4K
$796K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-126K- 96.09% |
$7.15M - $7.5M
|
5.13K
$305K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 4.72% |
$67.7K - $71K
|
26.5K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
525+ 79.55% |
$29.7K - $31.2K
|
1.19K
$70.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 2.35% |
$118K - $124K
|
86.8K
$5.16M
|