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 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63Closed |
$3.4K - $3.54K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3Closed |
$162 - $169
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.1KClosed |
$888K - $921K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.38KClosed |
$488K - $506K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.32KClosed |
$277K - $287K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5KClosed |
$260K - $270K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.89KClosed |
$254K - $264K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.69KClosed |
$88.2K - $91.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.19KClosed |
$62.1K - $64.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-839Closed |
$43.7K - $45.3K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288Closed |
$15K - $15.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-57Closed |
$2.97K - $3.08K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-27Closed |
$1.41K - $1.46K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 11, 2021
Q4 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 56.25% |
$518K - $571K
|
8.48K
$501K
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-3.51KClosed |
$167K - $184K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-175Closed |
$8.31K - $9.16K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-110Closed |
$5.11K - $5.51K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 15, 2020
Q2 2020
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-58.5KClosed |
$2.36M - $2.78M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.4KClosed |
$461K - $543K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.71KClosed |
$311K - $366K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-7.29KClosed |
$294K - $346K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$294K - $346K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.74KClosed |
$191K - $225K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.15KClosed |
$86.6K - $102K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.64K- 11.12% |
$66.1K - $77.8K
|
13.1K
$774K
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-785Closed |
$31.7K - $37.3K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-241Closed |
$9.73K - $11.4K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33Closed |
$1.33K - $1.57K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$40.4 - $47.5
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-74.3KClosed |
$2.8M - $3.63M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.9KClosed |
$902K - $1.17M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-16KClosed |
$602K - $782K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-11KClosed |
$414K - $537K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.6KClosed |
$399K - $518K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-8.38KClosed |
$316K - $410K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.55KClosed |
$209K - $271K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.46KClosed |
$206K - $267K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-4.35KClosed |
$164K - $213K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.33KClosed |
$50.1K - $65.1K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-339Closed |
$12.8K - $16.6K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180Closed |
$6.78K - $8.8K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-110Closed |
$4.14K - $5.38K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-15KClosed |
$679K - $724K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.6KClosed |
$571K - $608K
|
0
$0
|
|
Apr 19, 2024
Q4 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.52KClosed |
$294K - $314K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.44KClosed |
$200K - $214K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.4KClosed |
$339K - $342K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.51KClosed |
$253K - $255K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-781Closed |
$35.8K - $36.1K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-213Closed |
$9.77K - $9.84K
|
0
$0
|