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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.18K+ 10.32% |
$120K - $129K
|
23.3K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$221K - $238K
|
4.01K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.79K+ 2.01% |
$319K - $343K
|
294K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.45K- 86.03% |
$79.8K - $85.8K
|
235
$13.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
188+ 2.21% |
$10.4K - $11.2K
|
8.69K
$504K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
218+ 0.8% |
$12K - $12.9K
|
27.5K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
106+ 1.16% |
$5.85K - $6.29K
|
9.26K
$537K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-95- 11.11% |
$5.24K - $5.63K
|
760
$44.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
179New |
$9.87K - $10.6K
|
179
$10.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-45- 0.32% |
$2.48K - $2.67K
|
13.9K
$807K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
159+ 3.73% |
$8.77K - $9.43K
|
4.42K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
749+ 13.51% |
$41.3K - $44.4K
|
6.29K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-816- 0.5% |
$45K - $48.4K
|
163K
$9.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157- 0.6% |
$8.66K - $9.31K
|
26.1K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-80- 0.53% |
$4.41K - $4.74K
|
15.1K
$874K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.12K- 3.3% |
$61.8K - $66.5K
|
32.9K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.81K+ 2.78% |
$155K - $167K
|
104K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32.5K- 8.95% |
$1.79M - $1.93M
|
331K
$19.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
248+ 1.86% |
$13.7K - $14.7K
|
13.6K
$786K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-7.45K- 76.31% |
$411K - $442K
|
2.31K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61.3KNew |
$3.38M - $3.64M
|
61.3K
$3.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 122.86% |
$7.11K - $7.65K
|
234
$13.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 0.02% |
$1.49K - $1.6K
|
172K
$9.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.55K+ 37.01% |
$196K - $211K
|
13.2K
$763K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40- 6.7% |
$2.21K - $2.37K
|
557
$32.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$206K - $221K
|
3.73K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.03KNew |
$222K - $239K
|
4.03K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 7.32% |
$81.1K - $87.2K
|
21.6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
750+ 1.1% |
$41.4K - $44.5K
|
68.8K
$3.99M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
9.42K+ 27.49% |
$520K - $559K
|
43.7K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
401+ 4.66% |
$22.1K - $23.8K
|
9.01K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56+ 0.44% |
$3.09K - $3.32K
|
12.7K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-43- 0.61% |
$2.37K - $2.55K
|
6.97K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.23% |
$110 - $119
|
858
$49.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-291- 0.49% |
$16K - $17.3K
|
59.6K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-43- 0.14% |
$2.37K - $2.55K
|
31.2K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-993- 2.88% |
$54.8K - $58.9K
|
33.5K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.12K- 1.29% |
$61.6K - $66.2K
|
85.5K
$4.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-440- 8.86% |
$24.3K - $26.1K
|
4.53K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-785- 2.67% |
$43.3K - $46.6K
|
28.6K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-87- 1.36% |
$4.8K - $5.16K
|
6.3K
$365K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-215- 3.42% |
$11.9K - $12.8K
|
6.08K
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.29K- 2.99% |
$126K - $136K
|
74.4K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.82% |
$221 - $237
|
491
$28.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-535- 2.28% |
$29.5K - $31.7K
|
22.9K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
213+ 1.7% |
$11.7K - $12.6K
|
12.8K
$740K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-630- 4.0% |
$34.7K - $37.4K
|
15.1K
$877K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
507+ 4.18% |
$28K - $30.1K
|
12.6K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
106+ 0.52% |
$5.85K - $6.29K
|
20.4K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4KNew |
$220K - $237K
|
4K
$232K
|