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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
297KNew |
$16.8M - $17.7M
|
297K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
94.6K+ 2281.15% |
$5.36M - $5.62M
|
98.8K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 36.33% |
$4.77M - $5M
|
316K
$19.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41.1K+ 20.09% |
$2.33M - $2.44M
|
246K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
37K+ 8.68% |
$2.1M - $2.2M
|
464K
$28.6M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
31.8KNew |
$1.8M - $1.89M
|
31.8K
$1.96M
|
|
|
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
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 5.05% |
$1.08M - $1.14M
|
398K
$24.5M
|
|
|
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
$939K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
13K+ 3337.69% |
$737K - $773K
|
13.4K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.2KNew |
$693K - $726K
|
12.2K
$754K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.3K+ 62.29% |
$639K - $670K
|
29.4K
$1.81M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.4KNew |
$588K - $617K
|
10.4K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.33KNew |
$529K - $554K
|
9.33K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.38K+ 74.38% |
$474K - $498K
|
19.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56K+ 33.28% |
$428K - $449K
|
30.3K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.12KNew |
$403K - $423K
|
7.12K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.75K+ 2.01% |
$382K - $401K
|
343K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.05K+ 75.51% |
$343K - $359K
|
14.1K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.87KNew |
$332K - $349K
|
5.87K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5.66KNew |
$321K - $336K
|
5.66K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.64KNew |
$319K - $335K
|
5.64K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.55K+ 7.85% |
$315K - $330K
|
76.3K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.49K+ 34.45% |
$311K - $326K
|
21.4K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44KNew |
$308K - $323K
|
5.44K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.33K+ 10.98% |
$302K - $317K
|
53.9K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.23K+ 12.19% |
$296K - $311K
|
48.1K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5KNew |
$283K - $297K
|
5K
$308K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.93K+ 739.79% |
$279K - $293K
|
5.59K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 21.52% |
$270K - $283K
|
26.9K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.61KNew |
$261K - $274K
|
4.61K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.49K+ 33.25% |
$254K - $266K
|
18K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.43KNew |
$251K - $263K
|
4.43K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.21K+ 91.76% |
$239K - $250K
|
8.8K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.08KNew |
$231K - $242K
|
4.08K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.58K+ 15.13% |
$203K - $213K
|
27.3K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.82% |
$186K - $195K
|
184K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 9.91% |
$181K - $190K
|
35.5K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.13K+ 13.39% |
$177K - $186K
|
26.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.7K+ 27.98% |
$153K - $160K
|
12.3K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.52K+ 11.34% |
$143K - $150K
|
24.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 14.26% |
$124K - $130K
|
17.6K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 11.02% |
$117K - $123K
|
20.8K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 9.15% |
$116K - $122K
|
24.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.87K+ 0.62% |
$106K - $111K
|
305K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$105K - $110K
|
1.86K
$115K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.79K+ 19.67% |
$101K - $106K
|
10.9K
$670K
|