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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
432New |
$20.6K - $23.1K
|
432
$26.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
203+ 1.43% |
$9.69K - $10.8K
|
14.4K
$884K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
100+ 1.34% |
$4.77K - $5.34K
|
7.58K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
82+ 1.91% |
$3.91K - $4.38K
|
4.38K
$269K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
73New |
$3.48K - $3.9K
|
73
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 1.45% |
$3.2K - $3.58K
|
4.67K
$287K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
62New |
$2.96K - $3.31K
|
62
$3.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$1.34K - $1.5K
|
4.69K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$716 - $801
|
15
$920
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
14+ 0.32% |
$668 - $748
|
4.39K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.32% |
$95.5 - $107
|
154
$9.45K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1New |
$47.7 - $53.4
|
1
$61.4
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.3KNew |
$555K - $588K
|
11.3K
$692K
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.44KNew |
$465K - $493K
|
9.44K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
799+ 16.02% |
$39.3K - $41.7K
|
5.79K
$355K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
781+ 1.97% |
$38.4K - $40.8K
|
40.4K
$2.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
346New |
$17K - $18.1K
|
346
$21.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
271New |
$13.3K - $14.1K
|
271
$16.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.15% |
$49.2 - $52.2
|
660
$40.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
109K+ 306.38% |
$5.38M - $5.61M
|
144K
$8.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$734K - $765K
|
14.9K
$912K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
8.93KNew |
$441K - $460K
|
8.93K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
570+ 6.8% |
$28.2K - $29.3K
|
8.95K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
215New |
$10.6K - $11.1K
|
215
$13.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 5.15% |
$8.35K - $8.7K
|
3.45K
$212K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
84New |
$4.15K - $4.33K
|
84
$5.15K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
55New |
$2.72K - $2.83K
|
55
$3.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 56.25% |
$445 - $463
|
25
$1.53K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
143KNew |
$6.77M - $7.26M
|
143K
$8.75M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.27KNew |
$298K - $319K
|
6.27K
$385K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 32.79% |
$231K - $248K
|
19.7K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.23KNew |
$201K - $215K
|
4.23K
$260K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.2KNew |
$200K - $214K
|
4.2K
$258K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$196K - $210K
|
4.13K
$253K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.1KNew |
$195K - $209K
|
4.1K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$70.8K - $75.9K
|
1.49K
$91.5K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$47.5K - $50.9K
|
1K
$61.4K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
605+ 0.61% |
$28.7K - $30.8K
|
99.3K
$6.1M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
80New |
$3.8K - $4.07K
|
80
$4.91K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27New |
$1.28K - $1.37K
|
27
$1.66K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.09K - $1.17K
|
23
$1.41K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$47.5 - $50.9
|
1
$61.4
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
515KNew |
$22.8M - $25.4M
|
515K
$31.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
510KNew |
$22.6M - $25.2M
|
510K
$31.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205K+ 117.14% |
$9.08M - $10.1M
|
380K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
123K+ 131.74% |
$5.43M - $6.06M
|
216K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
50.1KNew |
$2.22M - $2.48M
|
50.1K
$3.08M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
21KNew |
$931K - $1.04M
|
21K
$1.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$610K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.32KNew |
$413K - $461K
|
9.32K
$572K
|
|