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 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 30.68% |
$103K - $117K
|
9.79K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.48KNew |
$66.3K - $75.5K
|
1.48K
$85.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$8.96K - $10.2K
|
200
$11.6K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
106KNew |
$4.99M - $5.75M
|
106K
$6.15M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$280K - $322K
|
5.95K
$345K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$213K - $245K
|
4.52K
$262K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
772New |
$36.3K - $41.9K
|
772
$44.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
400New |
$18.8K - $21.7K
|
400
$23.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
352New |
$16.6K - $19.1K
|
352
$20.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
257New |
$12.1K - $13.9K
|
257
$14.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
196New |
$9.23K - $10.6K
|
196
$11.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.1% |
$235 - $271
|
5.02K
$291K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
3+ 0.45% |
$141 - $163
|
667
$38.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.3% |
$47.1 - $54.2
|
332
$19.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118KNew |
$6.1M - $6.75M
|
118K
$6.84M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.3KNew |
$1.2M - $1.33M
|
23.3K
$1.35M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271New |
$14K - $15.5K
|
271
$15.7K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
150New |
$7.75K - $8.58K
|
150
$8.7K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5New |
$258 - $286
|
5
$290
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
17New |
$939 - $982
|
17
$986
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
13New |
$718 - $751
|
13
$754
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.5KNew |
$1.02M - $1.06M
|
18.5K
$1.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.12KNew |
$228K - $236K
|
4.12K
$239K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$177K - $183K
|
3.2K
$186K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12+ 0.18% |
$663 - $687
|
6.66K
$386K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5KNew |
$270K - $281K
|
5K
$290K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.52K+ 42.24% |
$142K - $167K
|
11.9K
$688K
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$1.21K - $1.43K
|
30
$1.74K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Rothschild Investment Corp
|
BUY
|
- |
5KNew |
$188K - $244K
|
5K
$290K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
360New |
$16.3K - $17.3K
|
360
$20.9K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
110New |
$5.04K - $5.08K
|
110
$6.38K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
South State Corp
|
BUY
|
- |
390New |
N/A
|
390
$22.6K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$661K
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$583K
|
|
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
N/A
|
100
$5.8K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
786+ 29.77% |
N/A
|
3.43K
$199K
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
165New |
N/A
|
165
$9.57K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$58
|
|