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 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-65- 1.38% |
$3.58K - $3.86K
|
4.65K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
296+ 1.42% |
$16.3K - $17.6K
|
21.1K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
39.4K+ 68.17% |
$2.17M - $2.34M
|
97.2K
$5.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.16KNew |
$229K - $247K
|
4.16K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
183+ 1.37% |
$10.1K - $10.9K
|
13.5K
$783K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
232New |
$12.8K - $13.8K
|
232
$13.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
230+ 6.08% |
$12.7K - $13.6K
|
4.02K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
338+ 6.69% |
$18.6K - $20K
|
5.39K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
295+ 8.03% |
$16.3K - $17.5K
|
3.97K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
22New |
$1.21K - $1.3K
|
22
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 60.0% |
$993 - $1.07K
|
12
$696
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 12.45% |
$2.13M - $2.29M
|
348K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
515+ 0.87% |
$28.4K - $30.5K
|
59.9K
$3.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-70- 29.17% |
$3.86K - $4.15K
|
170
$9.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.02K- 2.22% |
$56.3K - $60.5K
|
44.9K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-242- 6.14% |
$13.3K - $14.4K
|
3.7K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-20- 0.18% |
$1.1K - $1.19K
|
11K
$637K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
55+ 0.48% |
$3.03K - $3.26K
|
11.4K
$661K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 2.0% |
$10.8K - $11.6K
|
10K
$581K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
461+ 3.7% |
$25.4K - $27.3K
|
12.9K
$750K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 5.39% |
$106K - $114K
|
37.6K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 9.98% |
$6.73K - $7.24K
|
1.1K
$63.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.79% |
$55.2 - $59.3
|
127
$7.36K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
138New |
$7.61K - $8.18K
|
138
$8K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
193New |
$10.6K - $11.4K
|
193
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-482- 26.91% |
$26.6K - $28.6K
|
1.31K
$75.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-774- 12.4% |
$42.7K - $45.9K
|
5.47K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.28K+ 23.59% |
$70.5K - $75.9K
|
6.7K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
980+ 308.18% |
$54K - $58.1K
|
1.3K
$75.3K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.71KNew |
$260K - $279K
|
4.71K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
34+ 0.24% |
$1.88K - $2.02K
|
14K
$809K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.14K+ 98.01% |
$228K - $246K
|
8.37K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.03K- 15.53% |
$56.6K - $60.9K
|
5.58K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
174+ 4.1% |
$9.6K - $10.3K
|
4.42K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.16K+ 2.16% |
$119K - $128K
|
102K
$5.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23K+ 7.46% |
$123K - $132K
|
32.2K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.56K- 15.71% |
$417K - $448K
|
40.6K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
42+ 1.16% |
$2.32K - $2.49K
|
3.67K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59+ 0.86% |
$3.25K - $3.5K
|
6.94K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$58.4K - $62.8K
|
1.06K
$61.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.7K- 1.74% |
$588K - $633K
|
601K
$34.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 0.38% |
$63.4K - $68.2K
|
304K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-491- 2.89% |
$27.1K - $29.1K
|
16.5K
$956K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.08K+ 24.12% |
$115K - $123K
|
10.7K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-210- 2.28% |
$11.6K - $12.5K
|
9.01K
$523K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-671- 9.14% |
$37K - $39.8K
|
6.67K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
9KNew |
$496K - $534K
|
9K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 0.3% |
$11K - $11.9K
|
65.5K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.64K+ 4.84% |
$145K - $156K
|
57.1K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4KNew |
$221K - $237K
|
4K
$232K
|