Latest Institutional Purchases of Ishares Tr Core Growth Allocat (AOR)
This list provides information on the latest institutional transactions involving Ishares Tr Core Growth Allocat (AOR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
381KNew |
$20.3M - $23.5M
|
381K
$23.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 26.8% |
$5.69M - $6.56M
|
504K
$31.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
98.9KNew |
$5.28M - $6.09M
|
98.9K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
70.3K+ 23.65% |
$3.75M - $4.33M
|
368K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.5K+ 947.54% |
$2.85M - $3.29M
|
59.1K
$3.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43K+ 25.37% |
$2.3M - $2.65M
|
213K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.5KNew |
$2.11M - $2.43M
|
39.5K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
37.1K+ 15.08% |
$1.98M - $2.28M
|
283K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.6K+ 10.17% |
$1.42M - $1.64M
|
288K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.3K+ 639.67% |
$1.3M - $1.5M
|
28.1K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.25M - $1.44M
|
23.4K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.3K+ 448.92% |
$1.19M - $1.37M
|
27.3K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 29.62% |
$1.1M - $1.27M
|
90.2K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 177.66% |
$1.03M - $1.19M
|
30.3K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18.1KNew |
$965K - $1.11M
|
18.1K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.9K+ 84.81% |
$953K - $1.1M
|
38.9K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 4.52% |
$925K - $1.07M
|
401K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 9.04% |
$913K - $1.05M
|
206K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16.8KNew |
$898K - $1.04M
|
16.8K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8K+ 47.75% |
$897K - $1.03M
|
52K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.3K+ 144.62% |
$764K - $881K
|
24.2K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 46.17% |
$746K - $861K
|
44.3K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
13.8KNew |
$739K - $853K
|
13.8K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
12.6K+ 16.54% |
$673K - $777K
|
88.9K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$567K - $654K
|
10.6K
$660K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.76K+ 18.11% |
$521K - $601K
|
63.7K
$3.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.62K+ 27.06% |
$513K - $592K
|
45.2K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.49K+ 490.18% |
$506K - $584K
|
11.4K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.75K+ 213.26% |
$467K - $539K
|
12.9K
$799K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.07KNew |
$431K - $497K
|
8.07K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7.89K+ 60.2% |
$421K - $486K
|
21K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.83K+ 9.17% |
$418K - $482K
|
93.2K
$5.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.43K+ 10.85% |
$396K - $457K
|
75.8K
$4.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.33K+ 118.49% |
$391K - $451K
|
13.5K
$840K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$385K - $444K
|
7.21K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.05K+ 12.43% |
$376K - $434K
|
63.8K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.57KNew |
$350K - $404K
|
6.57K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.45K+ 23.68% |
$344K - $397K
|
33.7K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.22KNew |
$332K - $383K
|
6.22K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$329K - $380K
|
6.17K
$383K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
6.12KNew |
$326K - $377K
|
6.12K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.75KNew |
$307K - $354K
|
5.75K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$303K - $350K
|
5.68K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.49K+ 6.81% |
$293K - $338K
|
86K
$5.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.43K+ 37.61% |
$290K - $334K
|
19.9K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.29K+ 15.57% |
$282K - $326K
|
39.2K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.22K+ 56.39% |
$278K - $321K
|
14.5K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.91KNew |
$262K - $303K
|
4.91K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.91K+ 1.67% |
$262K - $303K
|
300K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.88K+ 26.77% |
$261K - $301K
|
23.1K
$1.44M
|