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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 5.39% |
$106K - $114K
|
37.6K
$2.18M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56K+ 13.72% |
$86.3K - $92.8K
|
13K
$751K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.53K+ 15.6% |
$84.2K - $90.6K
|
11.3K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 34.05% |
$84.1K - $90.4K
|
6K
$348K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 7.32% |
$81.1K - $87.2K
|
21.6K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 7.4% |
$77.6K - $83.4K
|
20.4K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.4K+ 1.25% |
$77K - $82.8K
|
113K
$6.53M
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1.39K+ 21.43% |
$76.7K - $82.5K
|
7.88K
$457K
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.39K+ 1.79% |
$76.6K - $82.4K
|
78.9K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.36K+ 35.54% |
$75.1K - $80.7K
|
5.19K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.32K+ 0.95% |
$72.5K - $78K
|
140K
$8.14M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.28K+ 23.59% |
$70.5K - $75.9K
|
6.7K
$389K
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.24K+ 29.22% |
$68.2K - $73.4K
|
5.47K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 0.48% |
$65.1K - $70K
|
248K
$14.4M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.17KNew |
$64.7K - $69.6K
|
1.17K
$68.1K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.16K+ 11.99% |
$64K - $68.8K
|
10.8K
$628K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 2.88% |
$63.7K - $68.5K
|
41.3K
$2.39M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 0.38% |
$63.4K - $68.2K
|
304K
$17.6M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$58.4K - $62.8K
|
1.06K
$61.4K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 4.8% |
$57K - $61.3K
|
22.6K
$1.31M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
980+ 308.18% |
$54K - $58.1K
|
1.3K
$75.3K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
969+ 507.33% |
$53.4K - $57.5K
|
1.16K
$67.3K
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
969+ 9.5% |
$53.4K - $57.5K
|
11.2K
$648K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
793+ 4.08% |
$43.7K - $47K
|
20.2K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
774+ 8.32% |
$42.7K - $45.9K
|
10.1K
$584K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
750+ 1.1% |
$41.4K - $44.5K
|
68.8K
$3.99M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
749+ 13.51% |
$41.3K - $44.4K
|
6.29K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
683+ 6.16% |
$37.7K - $40.5K
|
11.8K
$682K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600New |
$33.1K - $35.6K
|
600
$34.8K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
564New |
$31.1K - $33.5K
|
564
$32.7K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
560+ 6.25% |
$30.9K - $33.2K
|
9.52K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
556+ 2.29% |
$30.7K - $33K
|
24.9K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
542+ 6.99% |
$29.9K - $32.1K
|
8.3K
$481K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
515+ 0.87% |
$28.4K - $30.5K
|
59.9K
$3.47M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
507+ 4.18% |
$28K - $30.1K
|
12.6K
$733K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
492+ 0.46% |
$27.1K - $29.2K
|
107K
$6.21M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
468+ 4.1% |
$25.8K - $27.8K
|
11.9K
$688K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
461+ 3.7% |
$25.4K - $27.3K
|
12.9K
$750K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
436+ 2.98% |
$24K - $25.9K
|
15.1K
$875K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
411+ 7.38% |
$22.7K - $24.4K
|
5.98K
$347K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
401+ 4.66% |
$22.1K - $23.8K
|
9.01K
$523K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
368+ 3.61% |
$20.3K - $21.8K
|
10.5K
$612K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
338+ 6.69% |
$18.6K - $20K
|
5.39K
$312K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
337+ 4.8% |
$18.6K - $20K
|
7.36K
$427K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
320+ 1.54% |
$17.6K - $19K
|
21.2K
$1.23M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.84% |
$16.6K - $17.9K
|
16.7K
$968K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
296+ 1.42% |
$16.3K - $17.6K
|
21.1K
$1.23M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
295+ 8.03% |
$16.3K - $17.5K
|
3.97K
$230K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
277+ 2.58% |
$15.3K - $16.4K
|
11K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
273+ 7.07% |
$15.1K - $16.2K
|
4.13K
$240K
|