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
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-149K- 60.57% |
$8.45M - $8.86M
|
97.1K
$5.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 1.35% |
$7.25K - $7.6K
|
9.64K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-271- 3.59% |
$15.3K - $16.1K
|
7.28K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
342+ 6.13% |
$19.4K - $20.3K
|
5.92K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
121+ 1100.0% |
$6.85K - $7.19K
|
132
$8.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.4K+ 184.7% |
$2.12M - $2.22M
|
57.7K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-502- 11.03% |
$28.4K - $29.8K
|
4.05K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-757- 5.02% |
$42.9K - $45K
|
14.3K
$879K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.24K- 13.9% |
$183K - $192K
|
20.1K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-102- 1.36% |
$5.78K - $6.06K
|
7.4K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 85.9% |
$30.4K - $31.8K
|
1.16K
$71.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.82% |
$186K - $195K
|
184K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
824+ 7.64% |
$46.7K - $48.9K
|
11.6K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.05K+ 75.51% |
$343K - $359K
|
14.1K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.42K+ 33.6% |
$420K - $441K
|
29.5K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-673- 3.58% |
$38.1K - $40K
|
18.1K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.61KNew |
$261K - $274K
|
4.61K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
37K+ 8.68% |
$2.1M - $2.2M
|
464K
$28.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 17.49% |
$99.7K - $105K
|
11.8K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41.1K+ 20.09% |
$2.33M - $2.44M
|
246K
$15.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-113- 19.48% |
$6.4K - $6.71K
|
467
$28.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
844+ 6.73% |
$47.8K - $50.1K
|
13.4K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-801- 16.51% |
$45.4K - $47.6K
|
4.05K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-616- 71.54% |
$34.9K - $36.6K
|
245
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-672- 10.34% |
$38.1K - $39.9K
|
5.83K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.11% |
$166K - $174K
|
96.9K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$1.49M - $1.56M
|
26.3K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.69% |
$6.46K - $6.77K
|
16.4K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 2.03% |
$34.1K - $35.8K
|
29.1K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-59- 0.52% |
$3.34K - $3.5K
|
11.3K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.51K+ 9.93% |
$85.6K - $89.8K
|
16.7K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-280- 4.48% |
$15.9K - $16.6K
|
5.97K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$5.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5.66KNew |
$321K - $336K
|
5.66K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 11.58% |
$94.5K - $99.1K
|
16.1K
$987K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-516- 6.32% |
$29.2K - $30.6K
|
7.64K
$469K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$24.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.5K- 39.14% |
$3.01M - $3.13M
|
81.7K
$5.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$273K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 4.05% |
$2.81K - $2.92K
|
1.16K
$71.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
240+ 4.06% |
$13.8K - $14.3K
|
6.15K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.08% |
$516 - $537
|
11K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 22.79% |
$140K - $145K
|
13.1K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.56KNew |
$204K - $212K
|
3.56K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.08% |
$229 - $239
|
4.8K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-328- 5.21% |
$18.8K - $19.6K
|
5.97K
$366K
|
|