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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
242K+ 5281.42% |
$13.4M - $14.4M
|
247K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.65% |
$552 - $593
|
595
$34.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.32% |
$717 - $771
|
4.05K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-520- 2.53% |
$28.7K - $30.8K
|
20K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 0.07% |
$2.65K - $2.85K
|
72.1K
$4.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.64% |
$1.05K - $1.13K
|
2.99K
$173K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.23M - $1.32M
|
22.3K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
564New |
$31.1K - $33.5K
|
564
$32.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$441 - $474
|
5.07K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.4K+ 13.53% |
$1.34M - $1.44M
|
204K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.24K+ 29.22% |
$68.2K - $73.4K
|
5.47K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-591- 2.25% |
$32.6K - $35.1K
|
25.7K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.16K+ 11.99% |
$64K - $68.8K
|
10.8K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
542+ 6.99% |
$29.9K - $32.1K
|
8.3K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 3.15% |
$139K - $150K
|
77.5K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 7.52% |
$192K - $207K
|
42.9K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 18.08% |
$479K - $516K
|
56.8K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-122- 0.92% |
$6.73K - $7.24K
|
13.1K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$110 - $119
|
5.92K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-742- 5.46% |
$40.9K - $44K
|
12.8K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17KNew |
$64.7K - $69.6K
|
1.17K
$68.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.49K+ 10.43% |
$413K - $444K
|
79.3K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-770- 17.78% |
$42.5K - $45.7K
|
3.56K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 0.9% |
$11.1K - $11.9K
|
22.6K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
337+ 4.8% |
$18.6K - $20K
|
7.36K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.31K- 0.74% |
$182K - $196K
|
444K
$25.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
277+ 2.58% |
$15.3K - $16.4K
|
11K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.12% |
$165 - $178
|
2.47K
$143K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-366- 3.73% |
$20.2K - $21.7K
|
9.44K
$547K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-315- 6.7% |
$17.4K - $18.7K
|
4.39K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
81+ 1.09% |
$4.47K - $4.8K
|
7.5K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
793+ 4.08% |
$43.7K - $47K
|
20.2K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167- 4.33% |
$9.21K - $9.9K
|
3.69K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.2K- 6.58% |
$66.3K - $71.3K
|
17.1K
$990K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.15K+ 15.65% |
$339K - $365K
|
45.4K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-150- 0.34% |
$8.27K - $8.9K
|
43.7K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.24K- 9.83% |
$68.3K - $73.4K
|
11.4K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-99- 1.52% |
$5.46K - $5.87K
|
6.42K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
199+ 1.82% |
$11K - $11.8K
|
11.2K
$647K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
368+ 3.61% |
$20.3K - $21.8K
|
10.5K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
41+ 0.48% |
$2.26K - $2.43K
|
8.61K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-689- 2.7% |
$38K - $40.9K
|
24.8K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1.39K+ 21.43% |
$76.7K - $82.5K
|
7.88K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
320+ 1.54% |
$17.6K - $19K
|
21.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
436+ 2.98% |
$24K - $25.9K
|
15.1K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25+ 0.76% |
$1.38K - $1.48K
|
3.32K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 9.09% |
$208K - $224K
|
45.3K
$2.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 4.8% |
$57K - $61.3K
|
22.6K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.55% |
$221 - $237
|
735
$42.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.84% |
$16.6K - $17.9K
|
16.7K
$968K
|