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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-102K- 40.37% |
$5.45M - $6.29M
|
151K
$9.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51K- 38.37% |
$2.72M - $3.14M
|
82K
$5.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-20K- 24.35% |
$1.07M - $1.23M
|
62.1K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 29.58% |
$626K - $722K
|
27.9K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.25K- 50.67% |
$440K - $508K
|
8.03K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.92K- 57.66% |
$263K - $303K
|
3.62K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.4K- 8.35% |
$182K - $210K
|
37.3K
$2.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.1K- 12.84% |
$165K - $191K
|
21K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.05K- 10.73% |
$163K - $188K
|
25.4K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.05K- 10.42% |
$163K - $188K
|
26.2K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.61K- 2.62% |
$139K - $161K
|
96.9K
$5.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 10.19% |
$120K - $139K
|
19.8K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-1.42K- 1.19% |
$75.8K - $87.5K
|
118K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 11.97% |
$73.3K - $84.5K
|
10.1K
$619K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.29K- 6.67% |
$68.9K - $79.5K
|
18.1K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-852- 1.14% |
$45.5K - $52.5K
|
74.1K
$4.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-694- 60.98% |
$37K - $42.7K
|
444
$27.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-494- 1.76% |
$26.4K - $30.4K
|
27.6K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-485- 7.89% |
$25.9K - $29.9K
|
5.66K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-417- 6.67% |
$22.3K - $25.7K
|
5.83K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-375- 0.58% |
$20K - $23.1K
|
64.1K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-329- 1.27% |
$17.6K - $20.3K
|
25.7K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-296- 0.58% |
$15.8K - $18.2K
|
50.3K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-126- 1.57% |
$6.72K - $7.76K
|
7.91K
$485K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-124- 2.03% |
$6.62K - $7.63K
|
5.97K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-111- 14.8% |
$5.92K - $6.83K
|
639
$39.2K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-103- 1.18% |
$5.5K - $6.34K
|
8.61K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-93- 0.94% |
$4.96K - $5.73K
|
9.81K
$602K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.32% |
$1.39K - $1.6K
|
8.04K
$493K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62M- 80.81% |
$91.5M - $96M
|
384K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-929K- 86.64% |
$52.6M - $55.2M
|
143K
$8.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-546K- 83.44% |
$30.9M - $32.4M
|
108K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 36.89% |
$17.7M - $18.6M
|
535K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-299K- 96.47% |
$16.9M - $17.7M
|
10.9K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-149K- 60.57% |
$8.45M - $8.86M
|
97.1K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-126K- 96.09% |
$7.15M - $7.5M
|
5.13K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.9K- 57.93% |
$5.43M - $5.69M
|
69.6K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.2K- 26.79% |
$3.92M - $4.11M
|
189K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47K- 7.19% |
$2.66M - $2.79M
|
606K
$37.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.8K- 46.28% |
$2.03M - $2.13M
|
41.6K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-31.5K- 84.81% |
$1.79M - $1.87M
|
5.65K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 34.11% |
$1.15M - $1.21M
|
39.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.5K- 13.01% |
$710K - $744K
|
83.8K
$5.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-11.9K- 3.89% |
$675K - $708K
|
295K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.9K- 25.28% |
$674K - $707K
|
35.2K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 24.13% |
$583K - $612K
|
32.4K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.1K- 50.57% |
$573K - $601K
|
9.9K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.03K- 6.79% |
$511K - $536K
|
124K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.92K- 2.87% |
$505K - $530K
|
302K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.24K- 1.35% |
$466K - $489K
|
603K
$37M
|
|