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 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$5.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.04KNew |
$455K - $477K
|
8.04K
$477K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-59- 0.52% |
$3.34K - $3.5K
|
11.3K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 2.03% |
$34.1K - $35.8K
|
29.1K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-280- 4.48% |
$15.9K - $16.6K
|
5.97K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 140.44% |
$207K - $217K
|
6.25K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
167+ 2.14% |
$9.46K - $9.92K
|
7.97K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.66K+ 41.78% |
$264K - $277K
|
15.8K
$939K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.51K+ 9.93% |
$85.6K - $89.8K
|
16.7K
$994K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
610+ 6.01% |
$34.5K - $36.2K
|
10.8K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-26- 0.14% |
$1.47K - $1.54K
|
18.1K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$5.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5.66KNew |
$321K - $336K
|
5.66K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.92K+ 136.21% |
$279K - $292K
|
8.54K
$507K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
54+ 0.19% |
$3.06K - $3.21K
|
28.1K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
28.5KNew |
$1.61M - $1.69M
|
28.5K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 11.58% |
$94.5K - $99.1K
|
16.1K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-409- 1.73% |
$23.2K - $24.3K
|
23.3K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-516- 6.32% |
$29.2K - $30.6K
|
7.64K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 3.12% |
$137K - $143K
|
75K
$4.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
99+ 1.48% |
$5.61K - $5.88K
|
6.8K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$56.6 - $59.4
|
830
$49.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-537- 7.4% |
$30.4K - $31.9K
|
6.72K
$399K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$24.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
889+ 9.52% |
$50.3K - $52.8K
|
10.2K
$608K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$56.6 - $59.4
|
2.83K
$168K
|
|
| Q4 2024 | |||||||
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$265K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 4.05% |
$2.81K - $2.92K
|
1.16K
$69K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
240+ 4.06% |
$13.8K - $14.3K
|
6.15K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.56KNew |
$204K - $212K
|
3.56K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.08% |
$229 - $239
|
4.8K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.08% |
$516 - $537
|
11K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 22.79% |
$140K - $145K
|
13.1K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-328- 5.21% |
$18.8K - $19.6K
|
5.97K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 164.2% |
$57.3K - $59.7K
|
1.61K
$95.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 12.61% |
$94.9K - $98.7K
|
11.5K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 41.67% |
$573 - $597
|
14
$831
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.6KNew |
$721K - $751K
|
12.6K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 1.72% |
$229 - $239
|
236
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
111New |
$6.36K - $6.62K
|
111
$6.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 38.41% |
$120K - $125K
|
3.37K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-158- 1.89% |
$9.06K - $9.43K
|
8.21K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
63+ 0.63% |
$3.61K - $3.76K
|
10.1K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17.9KNew |
$1.03M - $1.07M
|
17.9K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$57.3 - $59.7
|
3.53K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 7.33% |
$5.5K - $5.73K
|
1.21K
$72K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 21.31% |
$4.3K - $4.47K
|
427
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.38% |
$57.3 - $59.7
|
43
$2.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
62.1KNew |
$3.56M - $3.7M
|
62.1K
$3.69M
|
|