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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.33K- 58.34% |
$302K - $316K
|
3.8K
$233K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 29.64% |
$263K - $275K
|
11K
$676K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.94K- 63.99% |
$223K - $234K
|
2.22K
$136K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-3.7K- 4.92% |
$209K - $220K
|
71.4K
$4.38M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.26K- 0.48% |
$185K - $194K
|
679K
$41.6M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.24K- 13.9% |
$183K - $192K
|
20.1K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.12K- 5.11% |
$177K - $185K
|
58K
$3.56M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.08K- 10.44% |
$174K - $183K
|
26.4K
$1.62M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 3.87% |
$168K - $176K
|
73.9K
$4.53M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 12.82% |
$164K - $172K
|
19.7K
$1.21M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 3.86% |
$164K - $172K
|
72K
$4.42M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$315K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$6.12M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 11.08% |
$134K - $140K
|
19K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.27K- 3.84% |
$128K - $135K
|
56.7K
$3.48M
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.22K- 19.23% |
$125K - $132K
|
9.31K
$571K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.18K- 8.62% |
$124K - $130K
|
23.2K
$1.42M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$5.24M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 2.35% |
$118K - $124K
|
86.8K
$5.33M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.05K- 14.71% |
$116K - $122K
|
11.9K
$731K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86KClosed |
$106K - $111K
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 1.28% |
$99.6K - $104K
|
136K
$8.33M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.65K- 4.05% |
$93.4K - $98K
|
39.1K
$2.4M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 1.98% |
$92K - $96.5K
|
80.5K
$4.94M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.59K- 8.04% |
$90.3K - $94.7K
|
18.2K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 4.93% |
$76.3K - $80K
|
26K
$1.59M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.14K- 8.38% |
$64.6K - $67.8K
|
12.5K
$765K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.13K- 10.86% |
$63.8K - $66.9K
|
9.24K
$567K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 20.87% |
$59.9K - $62.8K
|
4.01K
$246K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-975- 1.41% |
$55.2K - $57.9K
|
68.4K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 14.97% |
$49.6K - $52K
|
4.97K
$305K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-872- 12.79% |
$49.4K - $51.8K
|
5.95K
$365K
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-839- 9.16% |
$47.5K - $49.8K
|
8.32K
$511K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-801- 16.51% |
$45.4K - $47.6K
|
4.05K
$249K
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-763- 5.75% |
$43.2K - $45.3K
|
12.5K
$768K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-763- 41.69% |
$43.2K - $45.3K
|
1.07K
$65.5K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-757- 5.02% |
$42.9K - $45K
|
14.3K
$879K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-741- 11.81% |
$42K - $44K
|
5.53K
$339K
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-673- 3.58% |
$38.1K - $40K
|
18.1K
$1.11M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-672- 10.34% |
$38.1K - $39.9K
|
5.83K
$357K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-634- 6.72% |
$35.9K - $37.7K
|
8.8K
$540K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-620- 12.47% |
$35.1K - $36.8K
|
4.35K
$267K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-616- 71.54% |
$34.9K - $36.6K
|
245
$15K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 2.03% |
$34.1K - $35.8K
|
29.1K
$1.78M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-516- 6.32% |
$29.2K - $30.6K
|
7.64K
$469K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-513- 10.42% |
$29.1K - $30.5K
|
4.41K
$271K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-502- 11.03% |
$28.4K - $29.8K
|
4.05K
$248K
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-468- 10.63% |
$26.5K - $27.8K
|
3.93K
$241K
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-457- 4.69% |
$25.9K - $27.1K
|
9.28K
$569K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-447- 2.54% |
$25.3K - $26.5K
|
17.2K
$1.05M
|