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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-241K- 97.74% |
$13.8M - $14.4M
|
5.58K
$321K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 3.95% |
$1.01M - $1.05M
|
427K
$24.6M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.23K- 12.81% |
$529K - $551K
|
62.9K
$3.62M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.07K- 14.49% |
$176K - $183K
|
18.1K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.35% |
$164K - $171K
|
82.7K
$4.76M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 16.28% |
$104K - $108K
|
9.34K
$538K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 2.69% |
$93.4K - $97.2K
|
59K
$3.4M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 1.43% |
$72.9K - $75.8K
|
87.6K
$5.04M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.94% |
$63.9K - $66.5K
|
7.5K
$431K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-265- 4.58% |
$15.2K - $15.8K
|
5.52K
$318K
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-188- 2.06% |
$10.8K - $11.2K
|
8.96K
$515K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.11% |
$10.6K - $11K
|
16.5K
$950K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-170- 2.65% |
$9.74K - $10.1K
|
6.25K
$359K
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$452K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-574K- 49.81% |
$31.6M - $34M
|
578K
$33.3M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.6K- 87.13% |
$2.19M - $2.35M
|
5.85K
$337K
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32.5K- 8.95% |
$1.79M - $1.93M
|
331K
$19M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 5.26% |
$1.17M - $1.25M
|
381K
$21.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 19.15% |
$1.11M - $1.19M
|
84.7K
$4.87M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 25.44% |
$771K - $829K
|
41K
$2.36M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.7K- 1.74% |
$588K - $633K
|
601K
$34.6M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.52K- 10.07% |
$525K - $565K
|
85.1K
$4.89M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.99K- 5.52% |
$440K - $474K
|
137K
$7.86M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.68K- 13.75% |
$423K - $455K
|
48.1K
$2.77M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.56K- 15.71% |
$417K - $448K
|
40.6K
$2.33M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-7.45K- 76.31% |
$411K - $442K
|
2.31K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.31K- 2.1% |
$403K - $433K
|
341K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.27K- 3.46% |
$401K - $431K
|
203K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.81K- 18.95% |
$320K - $345K
|
24.9K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.57K- 40.05% |
$307K - $330K
|
8.34K
$480K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.81K- 40.22% |
$265K - $285K
|
7.15K
$412K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 33.96% |
$217K - $233K
|
7.64K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.55K- 37.85% |
$196K - $210K
|
5.83K
$335K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 7.52% |
$192K - $207K
|
42.9K
$2.47M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 3.15% |
$139K - $150K
|
77.5K
$4.46M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.22K- 20.58% |
$123K - $132K
|
8.58K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.98K- 5.37% |
$109K - $117K
|
34.8K
$2M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 22.49% |
$108K - $116K
|
6.72K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 22.75% |
$98.7K - $106K
|
6.07K
$349K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.59K- 24.86% |
$87.5K - $94.1K
|
4.8K
$276K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.58K- 0.97% |
$87K - $93.5K
|
161K
$9.24M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.45K- 86.03% |
$79.8K - $85.8K
|
235
$13.5K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 13.85% |
$79.4K - $85.4K
|
8.95K
$515K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.24K- 9.83% |
$68.3K - $73.4K
|
11.4K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.2K- 6.58% |
$66.3K - $71.3K
|
17.1K
$983K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 5.95% |
$64K - $68.9K
|
18.4K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.12K- 3.3% |
$61.8K - $66.5K
|
32.9K
$1.89M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$61.8K - $66.4K
|
19.2K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.03K- 15.53% |
$56.6K - $60.9K
|
5.58K
$321K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.02K- 2.22% |
$56.3K - $60.5K
|
44.9K
$2.58M
|