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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.54K+ 3.4% |
$79.6K - $88.1K
|
46.9K
$2.72M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.5K+ 39.28% |
$77.7K - $86K
|
5.33K
$309K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
1.49K+ 12.32% |
$77K - $85.2K
|
13.6K
$787K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 7.43% |
$70.5K - $78K
|
19.7K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.34K+ 4.1% |
$69.2K - $76.6K
|
34K
$1.97M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 1.81% |
$66.9K - $74K
|
72.7K
$4.21M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.23K+ 5.7% |
$63.3K - $70K
|
22.7K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 7.72% |
$57.3K - $63.4K
|
15.5K
$896K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 71.75% |
$56.9K - $62.9K
|
2.63K
$153K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 217.39% |
$54.3K - $60K
|
1.53K
$88.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1K+ 41.95% |
$51.7K - $57.2K
|
3.38K
$196K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
971+ 8.52% |
$50.2K - $55.5K
|
12.4K
$717K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
868+ 3.69% |
$44.9K - $49.6K
|
24.4K
$1.42M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
828+ 0.87% |
$42.8K - $47.3K
|
95.6K
$5.55M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
800+ 2.73% |
$41.4K - $45.7K
|
30.1K
$1.74M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
795+ 6.53% |
$41.1K - $45.5K
|
13K
$752K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
785+ 10.95% |
$40.6K - $44.9K
|
7.95K
$461K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
773+ 6.71% |
$40K - $44.2K
|
12.3K
$712K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
752+ 17.54% |
$38.9K - $43K
|
5.04K
$292K
|
|
|
Apr 14, 2022
Q1 2022
|
Divergent Planning, LLC
|
BUY
|
- |
701+ 10.49% |
$36.2K - $40.1K
|
7.39K
$428K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
690+ 13.22% |
$35.7K - $39.5K
|
5.91K
$343K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
616+ 10.12% |
$31.8K - $35.2K
|
6.7K
$389K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
542New |
$28K - $31K
|
542
$31.4K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
532+ 6.36% |
$27.5K - $30.4K
|
8.89K
$516K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
532+ 6.36% |
$27.5K - $30.4K
|
8.89K
$516K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
525+ 12.07% |
$27.1K - $30K
|
4.88K
$283K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
446+ 3.64% |
$23.1K - $25.5K
|
12.7K
$735K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
387+ 860.0% |
$20K - $22.1K
|
432
$25K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
377+ 4.84% |
$19.5K - $21.6K
|
8.16K
$473K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
376+ 2.76% |
$19.4K - $21.5K
|
14K
$813K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
366+ 62.35% |
$18.9K - $20.9K
|
953
$55.3K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
360+ 5.25% |
$18.6K - $20.6K
|
7.21K
$418K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
314+ 126.61% |
$16.2K - $18K
|
562
$32.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
312+ 5.32% |
$16.1K - $17.8K
|
6.17K
$358K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
298+ 11.09% |
$15.4K - $17K
|
2.99K
$173K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271New |
$14K - $15.5K
|
271
$15.7K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
261+ 4.37% |
$13.5K - $14.9K
|
6.23K
$361K
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
252+ 5.01% |
$13K - $14.4K
|
5.28K
$306K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
240+ 6.38% |
$12.4K - $13.7K
|
4K
$232K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
238+ 7.8% |
$12.3K - $13.6K
|
3.29K
$191K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
235+ 3.7% |
$12.1K - $13.4K
|
6.58K
$382K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
230+ 4.14% |
$11.9K - $13.2K
|
5.78K
$335K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
225+ 1.68% |
$11.6K - $12.9K
|
13.6K
$789K
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
220+ 3.51% |
$11.4K - $12.6K
|
6.49K
$376K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
195+ 0.76% |
$10.1K - $11.2K
|
26K
$1.51M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
177+ 4.07% |
$9.15K - $10.1K
|
4.52K
$262K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
177New |
$9.15K - $10.1K
|
177
$10.3K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
150New |
$7.75K - $8.58K
|
150
$8.7K
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
143+ 1.32% |
$7.39K - $8.18K
|
11K
$636K
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
142+ 2.91% |
$7.34K - $8.12K
|
5.02K
$291K
|