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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-360- 6.03% |
$17.2K - $19.2K
|
5.61K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-144- 26.52% |
$6.87K - $7.69K
|
399
$23.6K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-475- 21.93% |
$23.4K - $24.8K
|
1.69K
$99.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-69- 0.42% |
$3.4K - $3.6K
|
16.5K
$972K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.41K- 36.1% |
$169K - $176K
|
6.04K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.5K- 23.0% |
$74.1K - $77.2K
|
5.02K
$297K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-397- 91.9% |
$19.6K - $20.4K
|
35
$2.07K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-383- 5.32% |
$18.9K - $19.7K
|
6.81K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-30- 0.56% |
$1.48K - $1.54K
|
5.28K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 83.33% |
$1.24K - $1.29K
|
5
$295
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164K- 97.51% |
$7.8M - $8.37M
|
4.2K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.94K- 19.71% |
$282K - $302K
|
24.2K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.39K- 38.83% |
$208K - $223K
|
6.91K
$408K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.93K- 27.53% |
$91.7K - $98.3K
|
5.08K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 28.45% |
$83.4K - $89.4K
|
4.42K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 48.98% |
$69.3K - $74.3K
|
1.52K
$89.8K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-534- 11.2% |
$25.4K - $27.2K
|
4.23K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-374- 7.88% |
$17.8K - $19K
|
4.37K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-120- 2.71% |
$5.7K - $6.11K
|
4.31K
$254K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-67- 1.36% |
$3.18K - $3.41K
|
4.86K
$287K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40- 0.32% |
$1.9K - $2.04K
|
12.4K
$733K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-23- 3.18% |
$1.09K - $1.17K
|
700
$41.4K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-4- 0.03% |
$190 - $204
|
14K
$830K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4- 0.02% |
$190 - $204
|
18K
$1.07M
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.95K- 37.8% |
$396K - $442K
|
14.7K
$870K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 5.34% |
$77.3K - $86.2K
|
30.9K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-76- 1.52% |
$3.36K - $3.76K
|
4.92K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-55- 1.17% |
$2.43K - $2.72K
|
4.67K
$276K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44- 97.78% |
$1.95K - $2.17K
|
1
$59.1
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-28- 3.01% |
$1.24K - $1.38K
|
903
$53.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 56.16% |
$614K - $699K
|
10.7K
$632K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 97.91% |
$50.4K - $57.4K
|
24
$1.42K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-704- 4.56% |
$31.5K - $35.9K
|
14.7K
$870K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-542Closed |
$24.3K - $27.6K
|
0
$0
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-259- 70.19% |
$11.6K - $13.2K
|
110
$6.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-59- 72.84% |
$2.64K - $3.01K
|
22
$1.3K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-94.1KClosed |
$4.43M - $5.1M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-65.8KClosed |
$3.1M - $3.57M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.3K- 23.32% |
$1.05M - $1.21M
|
73.3K
$4.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-11.9K- 46.29% |
$560K - $645K
|
13.8K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11.4K- 95.68% |
$536K - $617K
|
514
$30.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.6K- 69.99% |
$497K - $573K
|
4.53K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.86KClosed |
$464K - $535K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.69KClosed |
$268K - $309K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$203K - $233K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4KClosed |
$188K - $217K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.1KClosed |
$98.8K - $114K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.23KClosed |
$57.9K - $66.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.2KClosed |
$56.5K - $65.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-845Closed |
$39.8K - $45.8K
|
0
$0
|
|