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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
213+ 1.81% |
$12.1K - $12.7K
|
12K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 16.67% |
$1.13K - $1.19K
|
100
$5.94K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-975- 1.41% |
$55.2K - $57.9K
|
68.4K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.3% |
$8.72K - $9.15K
|
4.83K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.21K+ 91.76% |
$239K - $250K
|
8.8K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-4- 0.59% |
$227 - $238
|
672
$39.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
845+ 5.74% |
$47.9K - $50.2K
|
15.6K
$924K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
788+ 18.6% |
$44.6K - $46.8K
|
5.03K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.79K+ 19.67% |
$101K - $106K
|
10.9K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-125- 1.53% |
$7.08K - $7.42K
|
8.07K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
112+ 0.13% |
$6.34K - $6.65K
|
89.4K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.58K+ 15.13% |
$203K - $213K
|
27.3K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 9.91% |
$181K - $190K
|
35.5K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-380- 8.78% |
$21.5K - $22.6K
|
3.95K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5KNew |
$283K - $297K
|
5K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
230+ 3.58% |
$13K - $13.7K
|
6.66K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.24K- 1.35% |
$466K - $489K
|
603K
$35.8M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-181- 1.55% |
$10.3K - $10.7K
|
11.5K
$684K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.31% |
$906 - $950
|
5.13K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.62K+ 23.14% |
$91.9K - $96.4K
|
8.64K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
297KNew |
$16.8M - $17.7M
|
297K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 3.87% |
$168K - $176K
|
73.9K
$4.39M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26K+ 11.04% |
$1.47M - $1.55M
|
262K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.3K+ 62.29% |
$639K - $670K
|
29.4K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 3.86% |
$164K - $172K
|
72K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.53% |
$566 - $594
|
1.87K
$111K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
618New |
$35K - $36.7K
|
618
$36.7K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29New |
$1.64K - $1.72K
|
29
$1.72K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
773New |
$43.8K - $45.9K
|
773
$45.9K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-620- 12.47% |
$35.1K - $36.8K
|
4.35K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-51- 1.26% |
$2.89K - $3.03K
|
4K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.33K+ 10.98% |
$302K - $317K
|
53.9K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.38K+ 1.31% |
$78.2K - $82K
|
107K
$6.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 5.05% |
$1.08M - $1.14M
|
398K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
53+ 5.87% |
$3K - $3.15K
|
956
$56.8K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-205- 4.15% |
$11.6K - $12.2K
|
4.74K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
461+ 7.12% |
$26.1K - $27.4K
|
6.94K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.7K+ 211.32% |
$96.2K - $101K
|
2.5K
$149K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.8K- 46.28% |
$2.03M - $2.13M
|
41.6K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.26K- 11.28% |
$71.3K - $74.8K
|
9.9K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 24.13% |
$583K - $612K
|
32.4K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.87K+ 0.62% |
$106K - $111K
|
305K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.14K- 8.38% |
$64.6K - $67.8K
|
12.5K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-466- 3.71% |
$26.4K - $27.7K
|
12.1K
$719K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-224- 0.65% |
$12.7K - $13.3K
|
34.3K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 21.52% |
$270K - $283K
|
26.9K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
345+ 4.38% |
$19.5K - $20.5K
|
8.23K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13K- 37.03% |
$736K - $772K
|
22.1K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.17% |
$2.04K - $2.14K
|
21.1K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 1.28% |
$99.6K - $104K
|
136K
$8.06M
|