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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$70.8K - $75.9K
|
1.49K
$86.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$47.5K - $50.9K
|
1K
$58K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
605+ 0.61% |
$28.7K - $30.8K
|
99.3K
$5.76M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
80New |
$3.8K - $4.07K
|
80
$4.64K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
27New |
$1.28K - $1.37K
|
27
$1.57K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23New |
$1.09K - $1.17K
|
23
$1.33K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$47.5 - $50.9
|
1
$58
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
515KNew |
$22.8M - $25.4M
|
515K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
510KNew |
$22.6M - $25.2M
|
510K
$29.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205K+ 117.14% |
$9.08M - $10.1M
|
380K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
123K+ 131.74% |
$5.43M - $6.06M
|
216K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
50.1KNew |
$2.22M - $2.48M
|
50.1K
$2.91M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
21KNew |
$931K - $1.04M
|
21K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
18.5KNew |
$820K - $916K
|
18.5K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.32KNew |
$413K - $461K
|
9.32K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.43KNew |
$329K - $367K
|
7.43K
$431K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.23KNew |
$320K - $357K
|
7.23K
$419K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.69KNew |
$296K - $330K
|
6.69K
$388K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.12KNew |
$227K - $253K
|
5.12K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.77K+ 21.85% |
$167K - $186K
|
21K
$1.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.05KNew |
$135K - $151K
|
3.05K
$177K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.49KNew |
$110K - $123K
|
2.49K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36KNew |
$105K - $117K
|
2.36K
$137K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.23K+ 2.39% |
$54.5K - $60.8K
|
52.8K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
820+ 13.98% |
$36.3K - $40.5K
|
6.69K
$388K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
650New |
$28.8K - $32.1K
|
650
$37.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
563+ 95.91% |
$24.9K - $27.8K
|
1.15K
$66.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
478+ 7.16% |
$21.2K - $23.6K
|
7.15K
$415K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
420New |
$18.6K - $20.8K
|
420
$24.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
412New |
$18.2K - $20.4K
|
412
$23.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
382+ 5.6% |
$16.9K - $18.9K
|
7.2K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$13.3K - $14.8K
|
300
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
195New |
$8.63K - $9.64K
|
195
$11.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150New |
$6.64K - $7.41K
|
150
$8.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55New |
$2.43K - $2.72K
|
55
$3.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
51New |
$2.26K - $2.52K
|
51
$2.96K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$2.04K - $2.27K
|
46
$2.67K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$1.02K - $1.14K
|
23
$1.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 0.4% |
$841 - $939
|
4.79K
$278K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 33.33% |
$133 - $148
|
12
$696
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.45% |
$88.5 - $98.8
|
442
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$44.3 - $49.4
|
4.66K
$270K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
47.5K+ 4.22% |
$2.13M - $2.42M
|
1.17M
$68M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$645K - $734K
|
14.4K
$835K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$248K - $282K
|
5.54K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$212K - $241K
|
4.73K
$274K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73KNew |
$167K - $190K
|
3.73K
$216K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$159K - $180K
|
3.54K
$205K
|
|