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 |
---|---|---|---|---|---|---|---|
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
$520K
|
|
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
|
|
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
$804K
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-785Closed |
$31.7K - $37.3K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-372Closed |
$15K - $17.7K
|
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
|
|
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
|
|
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
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-63Closed |
$2.89K - $2.91K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.87KClosed |
N/A
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Diversified Trust CO
|
SELL
|
- |
-4.8KClosed |
N/A
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-122KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
M&T Bank Corp
|
SELL
|
- |
-62.7KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.62KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|