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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-731- 3.03% |
$40.3K - $43.4K
|
23.4K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-705- 6.35% |
$38.9K - $41.8K
|
10.4K
$614K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-689- 2.7% |
$38K - $40.9K
|
24.8K
$1.47M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-671- 9.14% |
$37K - $39.8K
|
6.67K
$394K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-668- 2.76% |
$36.8K - $39.6K
|
23.6K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-647- 72.86% |
$35.7K - $38.4K
|
241
$14.2K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-630- 4.0% |
$34.7K - $37.4K
|
15.1K
$894K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-591- 2.25% |
$32.6K - $35.1K
|
25.7K
$1.52M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-535- 2.28% |
$29.5K - $31.7K
|
22.9K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-524- 3.25% |
$28.9K - $31.1K
|
15.6K
$922K
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-520- 2.53% |
$28.7K - $30.8K
|
20K
$1.18M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-491- 2.89% |
$27.1K - $29.1K
|
16.5K
$974K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-490- 42.61% |
$27K - $29.1K
|
660
$39K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-482- 26.91% |
$26.6K - $28.6K
|
1.31K
$77.3K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-480- 53.57% |
$26.5K - $28.5K
|
416
$24.6K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-474- 81.03% |
$26.1K - $28.1K
|
111
$6.56K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-440- 8.86% |
$24.3K - $26.1K
|
4.53K
$267K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 38.47% |
$23.3K - $25K
|
675
$39.9K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-411- 1.19% |
$22.7K - $24.4K
|
34.2K
$2.02M
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-366- 3.73% |
$20.2K - $21.7K
|
9.44K
$558K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-361- 2.57% |
$19.9K - $21.4K
|
13.7K
$809K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-339- 0.56% |
$18.7K - $20.1K
|
60.6K
$3.58M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-330- 2.64% |
$18.2K - $19.6K
|
12.2K
$720K
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-321- 7.19% |
$17.7K - $19K
|
4.14K
$245K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-315- 6.7% |
$17.4K - $18.7K
|
4.39K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-295- 0.3% |
$16.3K - $17.5K
|
98.1K
$5.8M
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-291- 0.49% |
$16K - $17.3K
|
59.6K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-278- 2.07% |
$15.3K - $16.5K
|
13.2K
$778K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-274- 1.56% |
$15.1K - $16.3K
|
17.3K
$1.02M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-242- 6.14% |
$13.3K - $14.4K
|
3.7K
$219K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 1.12% |
$12.4K - $13.3K
|
19.9K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-215- 3.42% |
$11.9K - $12.8K
|
6.08K
$359K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-210- 2.28% |
$11.6K - $12.5K
|
9.01K
$533K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 0.3% |
$11K - $11.9K
|
65.5K
$3.87M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-167- 4.33% |
$9.21K - $9.9K
|
3.69K
$218K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-157- 0.6% |
$8.66K - $9.31K
|
26.1K
$1.54M
|
|
Oct 15, 2024
Q3 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-150- 0.34% |
$8.27K - $8.9K
|
43.7K
$2.58M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-123- 0.44% |
$6.78K - $7.3K
|
27.9K
$1.65M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-122- 9.98% |
$6.73K - $7.24K
|
1.1K
$65K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-122- 0.92% |
$6.73K - $7.24K
|
13.1K
$775K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-99- 1.52% |
$5.46K - $5.87K
|
6.42K
$379K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-95- 11.11% |
$5.24K - $5.63K
|
760
$44.9K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-88- 0.11% |
$4.85K - $5.22K
|
77.1K
$4.55M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-87- 1.36% |
$4.8K - $5.16K
|
6.3K
$372K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-86- 2.02% |
$4.74K - $5.1K
|
4.17K
$246K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-80- 0.53% |
$4.41K - $4.74K
|
15.1K
$890K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 1.3% |
$4.3K - $4.63K
|
5.91K
$349K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-70- 29.17% |
$3.86K - $4.15K
|
170
$10K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-65- 1.38% |
$3.58K - $3.86K
|
4.65K
$274K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 3.53% |
$3.47K - $3.74K
|
1.72K
$102K
|