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
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-103K- 59.86% |
$5.93M - $6.17M
|
69.4K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30K- 48.9% |
$1.72M - $1.79M
|
31.3K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 3.95% |
$1.01M - $1.05M
|
427K
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-15.4K- 45.97% |
$884K - $920K
|
18.1K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.2K- 74.47% |
$644K - $670K
|
3.85K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.23K- 12.81% |
$529K - $551K
|
62.9K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.02K- 6.43% |
$517K - $538K
|
131K
$7.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.88K- 10.48% |
$509K - $530K
|
75.8K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 23.72% |
$392K - $408K
|
22K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.28K- 49.26% |
$360K - $374K
|
6.47K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.46K- 16.3% |
$313K - $326K
|
28K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.25K- 0.76% |
$301K - $313K
|
682K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 10.89% |
$300K - $313K
|
42.9K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.15K- 96.43% |
$238K - $248K
|
154
$9.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.69K- 2.7% |
$212K - $220K
|
133K
$7.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.48K- 5.84% |
$199K - $207K
|
56.1K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.19K- 24.69% |
$183K - $190K
|
9.74K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.07K- 14.49% |
$176K - $183K
|
18.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 3.4% |
$166K - $173K
|
82.2K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.35% |
$164K - $171K
|
82.7K
$4.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.71K- 11.52% |
$156K - $162K
|
20.8K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.57K- 1.6% |
$148K - $154K
|
158K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-2.44K- 20.52% |
$140K - $145K
|
9.44K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 38.41% |
$120K - $125K
|
3.37K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 8.16% |
$107K - $111K
|
21K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 16.28% |
$104K - $108K
|
9.34K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.78K- 1.82% |
$102K - $106K
|
96.3K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 12.61% |
$94.9K - $98.7K
|
11.5K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 2.69% |
$93.4K - $97.2K
|
59K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.61K- 12.62% |
$92.4K - $96.2K
|
11.2K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.52K- 6.12% |
$87.2K - $90.8K
|
23.4K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 15.62% |
$80.2K - $83.5K
|
7.56K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.3K- 4.56% |
$74.7K - $77.8K
|
27.3K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 1.43% |
$72.9K - $75.8K
|
87.6K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.23K- 19.97% |
$70.7K - $73.6K
|
4.94K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.2K- 10.54% |
$68.6K - $71.4K
|
10.2K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.15K- 4.62% |
$65.8K - $68.5K
|
23.7K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.94% |
$63.9K - $66.5K
|
7.5K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.09K- 0.36% |
$62.2K - $64.7K
|
303K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-934- 14.0% |
$53.5K - $55.7K
|
5.74K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-815- 5.85% |
$46.7K - $48.6K
|
13.1K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-771- 7.42% |
$44.2K - $46K
|
9.62K
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-768- 3.83% |
$44K - $45.8K
|
19.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-697- 0.22% |
$40K - $41.6K
|
311K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-688- 1.98% |
$39.4K - $41K
|
34.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-681- 4.88% |
$39K - $40.6K
|
13.3K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-516- 10.73% |
$29.6K - $30.8K
|
4.29K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467- 6.73% |
$26.8K - $27.9K
|
6.47K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-432- 0.27% |
$24.8K - $25.8K
|
162K
$9.65M
|