Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62M- 80.81% |
$91.5M - $96M
|
384K
$22.8M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-929K- 86.64% |
$52.6M - $55.2M
|
143K
$8.51M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-546K- 83.44% |
$30.9M - $32.4M
|
108K
$6.44M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 36.89% |
$17.7M - $18.6M
|
535K
$31.8M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-299K- 96.47% |
$16.9M - $17.7M
|
10.9K
$648K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233K- 85.46% |
$13.2M - $13.8M
|
39.7K
$2.36M
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-149K- 60.57% |
$8.45M - $8.86M
|
97.1K
$5.77M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-126K- 96.09% |
$7.15M - $7.5M
|
5.13K
$305K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.9K- 57.93% |
$5.43M - $5.69M
|
69.6K
$4.13M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.2K- 26.79% |
$3.92M - $4.11M
|
189K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47K- 7.19% |
$2.66M - $2.79M
|
606K
$36M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.8K- 46.28% |
$2.03M - $2.13M
|
41.6K
$2.47M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-31.5K- 84.81% |
$1.79M - $1.87M
|
5.65K
$335K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.6K- 63.69% |
$1.73M - $1.82M
|
17.5K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 21.78% |
$1.57M - $1.65M
|
99.5K
$5.91M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 34.11% |
$1.15M - $1.21M
|
39.4K
$2.34M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13K- 37.03% |
$736K - $772K
|
22.1K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.5K- 13.01% |
$710K - $744K
|
83.8K
$4.98M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12.3K- 19.5% |
$694K - $728K
|
50.6K
$3.01M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$17.5M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.9K- 25.28% |
$674K - $707K
|
35.2K
$2.09M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 24.13% |
$583K - $612K
|
32.4K
$1.92M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.1K- 50.57% |
$573K - $601K
|
9.9K
$588K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.03K- 6.79% |
$511K - $536K
|
124K
$7.36M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.92K- 2.87% |
$505K - $530K
|
302K
$17.9M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.24K- 1.35% |
$466K - $489K
|
603K
$35.8M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.22K- 23.04% |
$409K - $429K
|
24.1K
$1.43M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.33K- 58.34% |
$302K - $316K
|
3.8K
$226K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 29.64% |
$263K - $275K
|
11K
$654K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.94K- 63.99% |
$223K - $234K
|
2.22K
$132K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-3.7K- 4.92% |
$209K - $220K
|
71.4K
$4.24M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.26K- 0.48% |
$185K - $194K
|
679K
$40.3M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.24K- 13.9% |
$183K - $192K
|
20.1K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.12K- 5.11% |
$177K - $185K
|
58K
$3.45M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.08K- 10.44% |
$174K - $183K
|
26.4K
$1.57M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 3.87% |
$168K - $176K
|
73.9K
$4.39M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 12.82% |
$164K - $172K
|
19.7K
$1.17M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 3.86% |
$164K - $172K
|
72K
$4.28M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$305K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$5.92M
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 3.12% |
$137K - $143K
|
75K
$4.45M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 11.08% |
$134K - $140K
|
19K
$1.13M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.27K- 3.84% |
$128K - $135K
|
56.7K
$3.37M
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.22K- 19.23% |
$125K - $132K
|
9.31K
$553K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.18K- 8.62% |
$124K - $130K
|
23.2K
$1.38M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$5.07M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.99% |
$121K - $127K
|
40.8K
$2.42M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 2.35% |
$118K - $124K
|
86.8K
$5.16M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.05K- 14.71% |
$116K - $122K
|
11.9K
$707K
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-2.04K- 1.69% |
$116K - $121K
|
119K
$7.07M
|