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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58- 0.17% |
$3.2K - $3.44K
|
33.5K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52- 0.23% |
$2.87K - $3.08K
|
22.1K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-45- 0.32% |
$2.48K - $2.67K
|
13.9K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.26% |
$2.37K - $2.55K
|
16.6K
$982K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-43- 0.14% |
$2.37K - $2.55K
|
31.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-43- 0.61% |
$2.37K - $2.55K
|
6.97K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40- 6.7% |
$2.21K - $2.37K
|
557
$32.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-29- 0.81% |
$1.6K - $1.72K
|
3.56K
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-20- 0.18% |
$1.1K - $1.19K
|
11K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 60.0% |
$993 - $1.07K
|
12
$709
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-15- 0.24% |
$827 - $890
|
6.18K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13- 0.08% |
$717 - $771
|
15.9K
$938K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.65% |
$552 - $593
|
595
$35.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-10- 0.18% |
$552 - $593
|
5.61K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.49% |
$165 - $178
|
609
$36K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.23% |
$110 - $119
|
858
$50.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$110 - $119
|
5.92K
$350K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-19.6K- 38.79% |
$1.04M - $1.11M
|
30.9K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.7K- 81.06% |
$835K - $886K
|
3.66K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.37K- 42.12% |
$233K - $247K
|
6K
$354K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.14K- 42.74% |
$168K - $178K
|
4.21K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-750- 10.4% |
$40K - $42.5K
|
6.46K
$382K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-620- 24.97% |
$33.1K - $35.1K
|
1.86K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-348- 4.35% |
$18.6K - $19.7K
|
7.65K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-307- 5.04% |
$16.4K - $17.4K
|
5.79K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-234- 25.08% |
$12.5K - $13.2K
|
699
$41.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-122- 18.02% |
$6.51K - $6.91K
|
555
$32.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 83.69% |
$6.29K - $6.68K
|
23
$1.36K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-107- 2.66% |
$5.71K - $6.06K
|
3.92K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.14% |
$267 - $283
|
3.66K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 1.49% |
$53.3 - $56.6
|
66
$3.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.7K- 79.47% |
$1.71M - $1.82M
|
8.45K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27.9K- 79.14% |
$1.46M - $1.56M
|
7.37K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10K- 65.43% |
$524K - $558K
|
5.3K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.94K- 60.79% |
$363K - $386K
|
4.48K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.22K- 1.91% |
$325K - $346K
|
319K
$18.8M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.87K- 37.86% |
$306K - $327K
|
9.63K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.42K- 15.51% |
$179K - $191K
|
18.6K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.92K- 41.55% |
$153K - $163K
|
4.11K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-498- 1.96% |
$26K - $27.7K
|
24.9K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-441- 9.29% |
$23K - $24.6K
|
4.31K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-298- 7.18% |
$15.6K - $16.6K
|
3.85K
$228K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83- 45.36% |
$4.34K - $4.62K
|
100
$5.91K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.2K- 65.66% |
$485K - $543K
|
5.32K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5K- 49.39% |
$239K - $267K
|
5.13K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.73K- 8.87% |
$226K - $252K
|
48.6K
$2.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.83K- 18.2% |
$183K - $205K
|
17.2K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2K- 3.35% |
$95.7K - $107K
|
57.8K
$3.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.41K- 2.94% |
$67.3K - $75.2K
|
46.6K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-880- 10.9% |
$42K - $47K
|
7.19K
$425K
|
|