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 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23K+ 10.8% |
$1.4M - $1.48M
|
236K
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
171+ 0.82% |
$10.4K - $11K
|
21.1K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
110+ 0.4% |
$6.71K - $7.08K
|
27.7K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
114+ 2.57% |
$6.95K - $7.34K
|
4.55K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
166KNew |
$10.1M - $10.7M
|
166K
$10.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 18.98% |
$145K - $153K
|
14.9K
$962K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.57K- 6.88% |
$157K - $165K
|
34.8K
$2.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.44% |
$366 - $386
|
1.37K
$88.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-730- 4.58% |
$44.5K - $47K
|
15.2K
$983K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
266+ 0.46% |
$16.2K - $17.1K
|
57.5K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
611+ 2.33% |
$37.3K - $39.3K
|
26.8K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
4.35K+ 4.42% |
$265K - $280K
|
103K
$6.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.54K+ 25.12% |
$277K - $292K
|
22.6K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
448+ 7.68% |
$27.3K - $28.8K
|
6.28K
$406K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.82% |
$2.13K - $2.25K
|
4.22K
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-823- 4.49% |
$50.2K - $53K
|
17.5K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$61 - $64.4
|
825
$53.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
377+ 1.44% |
$23K - $24.3K
|
26.5K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
489+ 4.72% |
$29.8K - $31.5K
|
10.9K
$702K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.53K+ 45.35% |
$581K - $614K
|
30.6K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-225- 2.73% |
$13.7K - $14.5K
|
8.02K
$519K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
21+ 0.24% |
$1.28K - $1.35K
|
8.63K
$558K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
604+ 0.82% |
$36.8K - $38.9K
|
74.7K
$4.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-555- 7.64% |
$33.8K - $35.7K
|
6.71K
$434K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
9.27KNew |
$565K - $597K
|
9.27K
$600K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 9.04% |
$913K - $1.05M
|
206K
$13.4M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
124+ 1.46% |
$6.62K - $7.63K
|
8.6K
$557K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-566- 10.05% |
$30.2K - $34.8K
|
5.06K
$328K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-1.03K- 22.1% |
$55.1K - $63.5K
|
3.64K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.1% |
$53.4 - $61.6
|
957
$61.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.17K- 12.58% |
$62.6K - $72.3K
|
8.16K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-70- 1.94% |
$3.74K - $4.31K
|
3.55K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-23- 0.46% |
$1.23K - $1.42K
|
4.98K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-55- 5.7% |
$2.93K - $3.39K
|
910
$58.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-200- 14.08% |
$10.7K - $12.3K
|
1.22K
$78.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-895- 4.93% |
$47.8K - $55.1K
|
17.2K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-205- 20.0% |
$10.9K - $12.6K
|
820
$53.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.45KNew |
$238K - $274K
|
4.45K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-479- 1.15% |
$25.6K - $29.5K
|
41.1K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.16K+ 14.15% |
$222K - $256K
|
33.6K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
92+ 0.8% |
$4.91K - $5.66K
|
11.6K
$751K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.06K- 4.59% |
$110K - $127K
|
42.8K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
508+ 12.54% |
$27.1K - $31.3K
|
4.56K
$295K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-657- 11.2% |
$35.1K - $40.5K
|
5.21K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
47New |
$2.51K - $2.89K
|
47
$3.04K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.72K- 33.44% |
$91.7K - $106K
|
3.42K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
230+ 3.89% |
$12.3K - $14.2K
|
6.15K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-183- 1.06% |
$9.76K - $11.3K
|
17K
$1.1M
|
|