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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-468- 10.63% |
$26.5K - $27.8K
|
3.93K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
358+ 6.24% |
$20.3K - $21.3K
|
6.1K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-131- 0.05% |
$7.42K - $7.78K
|
253K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.22K- 19.23% |
$125K - $132K
|
9.31K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-363- 3.57% |
$20.6K - $21.6K
|
9.81K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.24K- 13.9% |
$183K - $192K
|
20.1K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
342+ 6.13% |
$19.4K - $20.3K
|
5.92K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 10.99% |
$125K - $131K
|
22.3K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.3KNew |
$697K - $731K
|
12.3K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-502- 11.03% |
$28.4K - $29.8K
|
4.05K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-757- 5.02% |
$42.9K - $45K
|
14.3K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
121+ 1100.0% |
$6.85K - $7.19K
|
132
$7.84K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.4K+ 184.7% |
$2.12M - $2.22M
|
57.7K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-854- 1.31% |
$48.4K - $50.7K
|
64.5K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.82% |
$186K - $195K
|
184K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.05K+ 75.51% |
$343K - $359K
|
14.1K
$835K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 1.01% |
$1.42K - $1.48K
|
2.44K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
970+ 1.73% |
$54.9K - $57.6K
|
57K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 85.9% |
$30.4K - $31.8K
|
1.16K
$68.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-102- 1.36% |
$5.78K - $6.06K
|
7.4K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
824+ 7.64% |
$46.7K - $48.9K
|
11.6K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
37K+ 8.68% |
$2.1M - $2.2M
|
464K
$27.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.42K+ 33.6% |
$420K - $441K
|
29.5K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12.3K- 19.5% |
$694K - $728K
|
50.6K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.38K+ 10.58% |
$78.2K - $82K
|
14.4K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.04K- 7.28% |
$115K - $121K
|
26K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.61KNew |
$261K - $274K
|
4.61K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-673- 3.58% |
$38.1K - $40K
|
18.1K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.59K- 30.02% |
$89.8K - $94.1K
|
3.7K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41.1K+ 20.09% |
$2.33M - $2.44M
|
246K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 17.49% |
$99.7K - $105K
|
11.8K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 4.92% |
$62K - $65K
|
23.4K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
844+ 6.73% |
$47.8K - $50.1K
|
13.4K
$794K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-113- 19.48% |
$6.4K - $6.71K
|
467
$27.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233K- 85.46% |
$13.2M - $13.8M
|
39.7K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-672- 10.34% |
$38.1K - $39.9K
|
5.83K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-616- 71.54% |
$34.9K - $36.6K
|
245
$14.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 1.34% |
$1.47K - $1.54K
|
1.96K
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-801- 16.51% |
$45.4K - $47.6K
|
4.05K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-876- 5.11% |
$49.6K - $52K
|
16.3K
$967K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.11% |
$166K - $174K
|
96.9K
$5.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 0.39% |
$4.25K - $4.45K
|
19.4K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 6.91% |
$107K - $112K
|
29.3K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$1.49M - $1.56M
|
26.3K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
450+ 7.9% |
$25.5K - $26.7K
|
6.14K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-909- 0.68% |
$51.5K - $54K
|
133K
$7.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.69% |
$6.46K - $6.77K
|
16.4K
$973K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.6K- 63.69% |
$1.73M - $1.82M
|
17.5K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.22K- 23.04% |
$409K - $429K
|
24.1K
$1.43M
|