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 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.39K+ 1.79% |
$76.6K - $82.4K
|
78.9K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.32% |
$1.1K - $1.19K
|
6.36K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
492+ 0.46% |
$27.1K - $29.2K
|
107K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.24K+ 4.98% |
$344K - $370K
|
131K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 19.15% |
$1.11M - $1.19M
|
84.7K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
774+ 8.32% |
$42.7K - $45.9K
|
10.1K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.15K+ 9.33% |
$339K - $365K
|
72.1K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-361- 2.57% |
$19.9K - $21.4K
|
13.7K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-330- 2.64% |
$18.2K - $19.6K
|
12.2K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-647- 72.86% |
$35.7K - $38.4K
|
241
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.81K- 40.22% |
$265K - $285K
|
7.15K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.59K- 24.86% |
$87.5K - $94.1K
|
4.8K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58- 0.17% |
$3.2K - $3.44K
|
33.5K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.99K- 5.52% |
$440K - $474K
|
137K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
23+ 1.91% |
$1.27K - $1.36K
|
1.23K
$71.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 2.88% |
$63.7K - $68.5K
|
41.3K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$193K - $208K
|
3.5K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52- 0.23% |
$2.87K - $3.08K
|
22.1K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-278- 2.07% |
$15.3K - $16.5K
|
13.2K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.75% |
$496 - $534
|
1.21K
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 22.49% |
$108K - $116K
|
6.72K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.34K- 20.05% |
$73.9K - $79.5K
|
5.34K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.53KNew |
$195K - $209K
|
3.53K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.58K- 0.97% |
$87K - $93.5K
|
161K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 7.4% |
$77.6K - $83.4K
|
20.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$629K - $677K
|
11.4K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-321- 7.19% |
$17.7K - $19K
|
4.14K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-15- 0.24% |
$827 - $890
|
6.18K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-731- 3.03% |
$40.3K - $43.4K
|
23.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.81K- 18.95% |
$320K - $345K
|
24.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-754- 13.56% |
$41.6K - $44.7K
|
4.81K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 1.3% |
$4.3K - $4.63K
|
5.91K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.06K+ 20.58% |
$114K - $122K
|
12.1K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97.8K+ 130.3% |
$5.39M - $5.8M
|
173K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-705- 6.35% |
$38.9K - $41.8K
|
10.4K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.05% |
$1.05K - $1.13K
|
41K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-295- 0.3% |
$16.3K - $17.5K
|
98.1K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.57K- 40.05% |
$307K - $330K
|
8.34K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
185KNew |
$10.2M - $11M
|
185K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
560+ 6.25% |
$30.9K - $33.2K
|
9.52K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
969+ 507.33% |
$53.4K - $57.5K
|
1.16K
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.32K+ 0.95% |
$72.5K - $78K
|
140K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
69+ 0.75% |
$3.81K - $4.09K
|
9.24K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.53K+ 15.6% |
$84.2K - $90.6K
|
11.3K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56K+ 13.72% |
$86.3K - $92.8K
|
13K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
90+ 1.05% |
$4.96K - $5.34K
|
8.64K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.98K- 5.37% |
$109K - $117K
|
34.8K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.49% |
$165 - $178
|
609
$35.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-490- 42.61% |
$27K - $29.1K
|
660
$38.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
605K+ 733.86% |
$33.3M - $35.9M
|
687K
$39.8M
|