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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
73New |
$3.9K - $4.49K
|
73
$4.72K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
98.9KNew |
$5.28M - $6.09M
|
98.9K
$6.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
345+ 8.01% |
$18.4K - $21.2K
|
4.65K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.14KNew |
$61K - $70.4K
|
1.14K
$74K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
198+ 5.22% |
$10.6K - $12.2K
|
3.99K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.51% |
$160 - $185
|
590
$38.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.35K- 47.22% |
$392K - $453K
|
8.22K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.28KNew |
$175K - $202K
|
3.28K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.82K- 23.82% |
$150K - $174K
|
9.01K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
147+ 2.5% |
$7.84K - $9.05K
|
6.03K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 1.5% |
$374 - $431
|
460
$29.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-111- 14.8% |
$5.92K - $6.83K
|
639
$41.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.75KNew |
$307K - $354K
|
5.75K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$50.7K - $58.5K
|
950
$61.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-694- 60.98% |
$37K - $42.7K
|
444
$28.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.45K - $2.83K
|
18.1K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
107+ 0.46% |
$5.71K - $6.59K
|
23.4K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.05K- 10.73% |
$163K - $188K
|
25.4K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-126- 1.57% |
$6.72K - $7.76K
|
7.91K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.92K- 57.66% |
$263K - $303K
|
3.62K
$234K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$65.8K - $69K
|
1.16K
$75.2K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
33New |
$1.87K - $1.96K
|
33
$2.14K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
31.8KNew |
$1.8M - $1.89M
|
31.8K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79- 15.96% |
$4.47K - $4.69K
|
416
$26.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 1.44% |
$12.7K - $13.3K
|
15.3K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$5.95K - $6.24K
|
105
$6.79K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.43KNew |
$251K - $263K
|
4.43K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-126K- 96.09% |
$7.15M - $7.5M
|
5.13K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.94K- 63.99% |
$223K - $234K
|
2.22K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-380- 8.78% |
$21.5K - $22.6K
|
3.95K
$256K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
618New |
$35K - $36.7K
|
618
$40K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29New |
$1.64K - $1.72K
|
29
$1.88K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-128- 18.39% |
$7.25K - $7.6K
|
568
$36.8K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
22.6KNew |
$1.28M - $1.34M
|
22.6K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
797New |
$45.1K - $47.3K
|
797
$51.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$105K - $110K
|
1.86K
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20New |
$1.13K - $1.19K
|
20
$1.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-468- 10.63% |
$26.5K - $27.8K
|
3.93K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 85.9% |
$30.4K - $31.8K
|
1.16K
$75.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.61KNew |
$261K - $274K
|
4.61K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-616- 71.54% |
$34.9K - $36.6K
|
245
$15.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-59- 0.52% |
$3.34K - $3.5K
|
11.3K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-280- 4.48% |
$15.9K - $16.6K
|
5.97K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$26.3K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
240+ 4.06% |
$13.8K - $14.3K
|
6.15K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.08% |
$516 - $537
|
11K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.6KNew |
$721K - $751K
|
12.6K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 41.67% |
$573 - $597
|
14
$906
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 38.41% |
$120K - $125K
|
3.37K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 1.72% |
$229 - $239
|
236
$15.3K
|
|