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
$23.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43K+ 25.37% |
$2.3M - $2.65M
|
213K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.49K+ 490.18% |
$506K - $584K
|
11.4K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.33K+ 118.49% |
$391K - $451K
|
13.5K
$829K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.22KNew |
$332K - $383K
|
6.22K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.75KNew |
$307K - $354K
|
5.75K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.43K+ 37.61% |
$290K - $334K
|
19.9K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.26KNew |
$227K - $262K
|
4.26K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$221K - $255K
|
4.14K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.85KNew |
$205K - $237K
|
3.85K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.35K+ 27.71% |
$179K - $206K
|
15.5K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.86K+ 63.25% |
$153K - $176K
|
7.39K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.1K+ 2.54% |
$112K - $129K
|
84.8K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 8.93% |
$106K - $123K
|
24.3K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 4.82% |
$60K - $69.3K
|
24.5K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$50.7K - $58.5K
|
950
$58.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
854+ 4.89% |
$45.6K - $52.6K
|
18.3K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
761New |
$40.6K - $46.9K
|
761
$46.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
636+ 4.02% |
$33.9K - $39.2K
|
16.5K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
543+ 8.08% |
$29K - $33.4K
|
7.26K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
530+ 63.86% |
$28.3K - $32.6K
|
1.36K
$83.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
371+ 3.06% |
$19.8K - $22.8K
|
12.5K
$767K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
282+ 3.54% |
$15K - $17.4K
|
8.25K
$506K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
257+ 3.78% |
$13.7K - $15.8K
|
7.06K
$433K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
233+ 1.2% |
$12.4K - $14.3K
|
19.6K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
215+ 0.38% |
$11.5K - $13.2K
|
57.3K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 1.29% |
$7.04K - $8.13K
|
10.4K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
107+ 0.46% |
$5.71K - $6.59K
|
23.4K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
104+ 0.85% |
$5.55K - $6.4K
|
12.4K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 0.77% |
$4.06K - $4.68K
|
9.89K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
55+ 0.51% |
$2.93K - $3.39K
|
10.8K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.45K - $2.83K
|
18.1K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$480 - $554
|
2.83K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.16% |
$320 - $369
|
3.7K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$53.4 - $61.6
|
681
$41.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.04% |
$53.4 - $61.6
|
2.45K
$150K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
297KNew |
$16.8M - $17.7M
|
297K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
94.6K+ 2281.15% |
$5.36M - $5.62M
|
98.8K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 36.33% |
$4.77M - $5M
|
316K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41.1K+ 20.09% |
$2.33M - $2.44M
|
246K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.4K+ 184.7% |
$2.12M - $2.22M
|
57.7K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
37K+ 8.68% |
$2.1M - $2.2M
|
464K
$28.5M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
31.8KNew |
$1.8M - $1.89M
|
31.8K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$1.49M - $1.56M
|
26.3K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26K+ 11.04% |
$1.47M - $1.55M
|
262K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
22.6KNew |
$1.28M - $1.34M
|
22.6K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 5.05% |
$1.08M - $1.14M
|
398K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.4K+ 10.36% |
$926K - $971K
|
174K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.2KNew |
$862K - $904K
|
15.2K
$934K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
13K+ 3337.69% |
$737K - $773K
|
13.4K
$823K
|
|