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 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
53+ 5.87% |
$3K - $3.15K
|
956
$58.7K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-205- 4.15% |
$11.6K - $12.2K
|
4.74K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
461+ 7.12% |
$26.1K - $27.4K
|
6.94K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 21.52% |
$270K - $283K
|
26.9K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.8K- 46.28% |
$2.03M - $2.13M
|
41.6K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
345+ 4.38% |
$19.5K - $20.5K
|
8.23K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.14K- 8.38% |
$64.6K - $67.8K
|
12.5K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-224- 0.65% |
$12.7K - $13.3K
|
34.3K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.7K+ 211.32% |
$96.2K - $101K
|
2.5K
$154K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.87K+ 0.62% |
$106K - $111K
|
305K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 1.28% |
$99.6K - $104K
|
136K
$8.33M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.12KNew |
$403K - $423K
|
7.12K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 20.88% |
$6.74K - $7.07K
|
689
$42.3K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-60- 1.54% |
$3.4K - $3.56K
|
3.84K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.17% |
$2.04K - $2.14K
|
21.1K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.08KNew |
$231K - $242K
|
4.08K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 0.52% |
$283 - $297
|
965
$59.2K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-233- 5.78% |
$13.2K - $13.8K
|
3.8K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
22.6KNew |
$1.28M - $1.34M
|
22.6K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-128- 18.39% |
$7.25K - $7.6K
|
568
$34.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-67- 0.7% |
$3.79K - $3.98K
|
9.55K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 0.46% |
$4.36K - $4.57K
|
16.7K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
755+ 15.35% |
$42.8K - $44.8K
|
5.67K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-79- 0.24% |
$4.47K - $4.69K
|
32.4K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-53- 1.43% |
$3K - $3.15K
|
3.66K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.05K- 14.71% |
$116K - $122K
|
11.9K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150+ 11.81% |
$8.49K - $8.91K
|
1.42K
$87.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
109+ 0.52% |
$6.17K - $6.47K
|
21K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-872- 12.79% |
$49.4K - $51.8K
|
5.95K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 4.93% |
$76.3K - $80K
|
26K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 12.82% |
$164K - $172K
|
19.7K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.27K- 3.84% |
$128K - $135K
|
56.7K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
797New |
$45.1K - $47.3K
|
797
$48.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-546K- 83.44% |
$30.9M - $32.4M
|
108K
$6.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.9K- 57.93% |
$5.43M - $5.69M
|
69.6K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$105K - $110K
|
1.86K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.13K- 10.86% |
$63.8K - $66.9K
|
9.24K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.33K- 58.34% |
$302K - $316K
|
3.8K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 9.15% |
$116K - $122K
|
24.4K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.68K+ 30.47% |
$95K - $99.6K
|
7.18K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-3.7K- 4.92% |
$209K - $220K
|
71.4K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-634- 6.72% |
$35.9K - $37.7K
|
8.8K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20New |
$1.13K - $1.19K
|
20
$1.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
231+ 5.24% |
$13.1K - $13.7K
|
4.64K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.77% |
$340 - $356
|
786
$48.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.55K+ 7.85% |
$315K - $330K
|
76.3K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.49K+ 33.25% |
$254K - $266K
|
18K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-107- 1.66% |
$6.06K - $6.35K
|
6.36K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.22K- 19.23% |
$125K - $132K
|
9.31K
$571K
|