Purchases and Sales Made in Q1 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CORE GROWTH ALLOCAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
919KNew |
$47.5M - $52.5M
|
919K
$53.3M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
384K+ 8620.11% |
$19.9M - $22M
|
388K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118KNew |
$6.1M - $6.75M
|
118K
$6.84M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115KNew |
$5.95M - $6.58M
|
115K
$6.67M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94.3K+ 90.28% |
$4.88M - $5.39M
|
199K
$11.5M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
65.8KNew |
$3.4M - $3.76M
|
65.8K
$3.81M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
57.5K+ 133.19% |
$2.97M - $3.29M
|
101K
$5.84M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.8K+ 24.16% |
$1.75M - $1.93M
|
174K
$10.1M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
32.1K+ 22.73% |
$1.66M - $1.84M
|
173K
$10.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23.4K+ 26.84% |
$1.21M - $1.34M
|
111K
$6.42M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.3KNew |
$1.2M - $1.33M
|
23.3K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.2K+ 1.42% |
$1.1M - $1.21M
|
1.52M
$88M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
18.5K+ 441.56% |
$957K - $1.06M
|
22.7K
$1.32M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
17.1K+ 18.48% |
$881K - $975K
|
109K
$6.34M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
14.6KNew |
$753K - $833K
|
14.6K
$845K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
13.7K+ 92.27% |
$709K - $785K
|
28.6K
$1.66M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
12.9KNew |
$664K - $735K
|
12.9K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11.7K+ 6776.88% |
$606K - $670K
|
11.9K
$690K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2KNew |
$580K - $641K
|
11.2K
$650K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$527K - $583K
|
10.2K
$591K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.88K+ 20.4% |
$511K - $565K
|
58.3K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
9.16K+ 2.53% |
$473K - $524K
|
372K
$21.5M
|
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
8.97KNew |
$463K - $513K
|
8.97K
$520K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
7.26K+ 69.16% |
$375K - $415K
|
17.8K
$1.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
6.6K+ 36.7% |
$341K - $377K
|
24.6K
$1.42M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.34K+ 3.52% |
$328K - $362K
|
186K
$10.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$306K - $338K
|
5.91K
$343K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.87K+ 111.38% |
$304K - $336K
|
11.1K
$646K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.81K+ 2.52% |
$300K - $332K
|
236K
$13.7M
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.45K+ 123.59% |
$282K - $312K
|
9.86K
$572K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.25K+ 41.41% |
$272K - $300K
|
17.9K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$298K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.13K+ 13.5% |
$265K - $293K
|
43.1K
$2.5M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.11K+ 135.98% |
$264K - $292K
|
8.86K
$514K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.03K+ 550.16% |
$260K - $288K
|
5.95K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.22KNew |
$218K - $241K
|
4.22K
$245K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$194K - $215K
|
3.76K
$218K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.28K+ 2.58% |
$169K - $187K
|
130K
$7.56M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.25K+ 6.25% |
$168K - $186K
|
55.2K
$3.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3.15K+ 40.52% |
$163K - $180K
|
10.9K
$632K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 21.09% |
$148K - $164K
|
16.4K
$954K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46K+ 16.75% |
$127K - $141K
|
17.2K
$996K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.44KNew |
$126K - $139K
|
2.44K
$141K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 33.23% |
$121K - $134K
|
9.36K
$543K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19K+ 17.09% |
$113K - $125K
|
15K
$869K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 4.18% |
$108K - $120K
|
52.3K
$3.03M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.99K+ 5.24% |
$103K - $114K
|
39.9K
$2.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.75K+ 21.02% |
$90.5K - $100K
|
10.1K
$584K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.63K+ 10.8% |
$84.1K - $93K
|
16.7K
$968K
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.61K+ 12.2% |
$83.3K - $92.1K
|
14.8K
$859K
|