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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 15.35% |
$57.2K - $60K
|
7.59K
$466K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
857+ 10.21% |
$48.5K - $50.9K
|
9.25K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
845+ 5.74% |
$47.9K - $50.2K
|
15.6K
$955K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
844+ 6.73% |
$47.8K - $50.1K
|
13.4K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
824+ 7.64% |
$46.7K - $48.9K
|
11.6K
$712K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
797New |
$45.1K - $47.3K
|
797
$48.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
788+ 18.6% |
$44.6K - $46.8K
|
5.03K
$308K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
777New |
$44K - $46.1K
|
777
$47.7K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
773New |
$43.8K - $45.9K
|
773
$47.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
755+ 15.35% |
$42.8K - $44.8K
|
5.67K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
660+ 1.94% |
$37.4K - $39.2K
|
34.8K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
618New |
$35K - $36.7K
|
618
$37.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 85.9% |
$30.4K - $31.8K
|
1.16K
$71.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
525+ 79.55% |
$29.7K - $31.2K
|
1.19K
$72.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
508+ 3.76% |
$28.8K - $30.2K
|
14K
$861K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
461+ 7.12% |
$26.1K - $27.4K
|
6.94K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
375+ 8.74% |
$21.2K - $22.3K
|
4.67K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
345+ 4.38% |
$19.5K - $20.5K
|
8.23K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
342+ 6.13% |
$19.4K - $20.3K
|
5.92K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
331+ 5.19% |
$18.7K - $19.7K
|
6.71K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
231+ 5.24% |
$13.1K - $13.7K
|
4.64K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
230+ 3.58% |
$13K - $13.7K
|
6.66K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
224+ 3.62% |
$12.7K - $13.3K
|
6.41K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
213+ 1.81% |
$12.1K - $12.7K
|
12K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
163+ 52.75% |
$9.23K - $9.68K
|
472
$29K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
158+ 1.88% |
$8.95K - $9.38K
|
8.56K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.3% |
$8.72K - $9.15K
|
4.83K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
150+ 2.33% |
$8.49K - $8.91K
|
6.6K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150+ 11.81% |
$8.49K - $8.91K
|
1.42K
$87.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 1.35% |
$7.25K - $7.6K
|
9.64K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
121+ 1100.0% |
$6.85K - $7.19K
|
132
$8.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 20.88% |
$6.74K - $7.07K
|
689
$42.3K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
112+ 0.13% |
$6.34K - $6.65K
|
89.4K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
109+ 0.52% |
$6.17K - $6.47K
|
21K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$5.95K - $6.24K
|
105
$6.44K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
104+ 8.28% |
$5.89K - $6.18K
|
1.36K
$83.4K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
98+ 2.12% |
$5.55K - $5.82K
|
4.72K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 0.46% |
$4.36K - $4.57K
|
16.7K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
60+ 0.71% |
$3.4K - $3.56K
|
8.51K
$522K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
53+ 5.87% |
$3K - $3.15K
|
956
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
50+ 0.48% |
$2.83K - $2.97K
|
10.4K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
37+ 0.9% |
$2.1K - $2.2K
|
4.15K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.17% |
$2.04K - $2.14K
|
21.1K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$24.9K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
33New |
$1.87K - $1.96K
|
33
$2.02K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29New |
$1.64K - $1.72K
|
29
$1.78K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 0.44% |
$1.59K - $1.66K
|
6.34K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20New |
$1.13K - $1.19K
|
20
$1.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.77% |
$340 - $356
|
786
$48.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 0.52% |
$283 - $297
|
965
$59.2K
|