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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
140+ 1.52% |
$8.02K - $8.35K
|
9.38K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
16.3KNew |
$936K - $974K
|
16.3K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8KNew |
$675K - $703K
|
11.8K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-49- 0.11% |
$2.81K - $2.92K
|
44.8K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.3KNew |
$2.48M - $2.58M
|
43.3K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
500New |
$28.7K - $29.8K
|
500
$29.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
3.58KNew |
$205K - $214K
|
3.58K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.9KNew |
$1.02M - $1.06M
|
17.9K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 23.72% |
$392K - $408K
|
22K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 6.43% |
$16.2K - $16.8K
|
4.1K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.97% |
$6.76K - $7.04K
|
5.88K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 1.51% |
$2.87K - $2.98K
|
3.37K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
225New |
$12.9K - $13.4K
|
225
$13.4K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.8KNew |
$1.25M - $1.3M
|
21.8K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
114KNew |
$6.53M - $6.79M
|
114K
$6.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.58KNew |
$263K - $273K
|
4.58K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
13.9K+ 31.85% |
$797K - $830K
|
57.6K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.74% |
$287 - $298
|
680
$40.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 0.57% |
$974 - $1.01K
|
2.97K
$177K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 11.76% |
$5.73K - $5.97K
|
750
$44.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 11.82% |
$745 - $776
|
123
$7.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.37K+ 16.5% |
$78.5K - $81.7K
|
9.67K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 0.72% |
$57.3 - $59.7
|
139
$8.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-218- 5.84% |
$12.5K - $13K
|
3.51K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
619New |
$35.5K - $36.9K
|
619
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.15K- 96.43% |
$238K - $248K
|
154
$9.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-815- 5.85% |
$46.7K - $48.6K
|
13.1K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-271- 31.59% |
$15.5K - $16.2K
|
587
$34.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.2K- 74.47% |
$644K - $670K
|
3.85K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170+ 3.35% |
$9.74K - $10.1K
|
5.24K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
9.38KNew |
$538K - $560K
|
9.38K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
363+ 6.47% |
$20.8K - $21.7K
|
5.98K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.26KNew |
$244K - $254K
|
4.26K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
136+ 2.92% |
$7.8K - $8.11K
|
4.79K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 1.5% |
$631 - $656
|
746
$44.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
446+ 64.45% |
$25.6K - $26.6K
|
1.14K
$67.6K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$54.5K - $56.7K
|
950
$56.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
148+ 4.0% |
$8.48K - $8.83K
|
3.85K
$229K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.49K+ 29.41% |
$85.2K - $88.7K
|
6.54K
$388K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
545New |
$30.1K - $32.3K
|
545
$32.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 34.05% |
$84.1K - $90.4K
|
6K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$583K - $627K
|
10.6K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-86- 2.02% |
$4.74K - $5.1K
|
4.17K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 33.96% |
$217K - $233K
|
7.64K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.45KNew |
$190K - $204K
|
3.45K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-29- 0.81% |
$1.6K - $1.72K
|
3.56K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600New |
$33.1K - $35.6K
|
600
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$193K - $208K
|
3.5K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$629K - $677K
|
11.4K
$677K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
22New |
$1.21K - $1.3K
|
22
$1.31K
|
|