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 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
140+ 0.63% |
$7.24K - $8.01K
|
22.4K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137+ 173.42% |
$7.08K - $7.83K
|
216
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
136+ 2.45% |
$7.03K - $7.78K
|
5.69K
$330K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
128+ 1.49% |
$6.62K - $7.32K
|
8.72K
$505K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
127+ 1.42% |
$6.56K - $7.26K
|
9.05K
$525K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
123+ 3.03% |
$6.36K - $7.03K
|
4.18K
$242K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
122+ 0.99% |
$6.31K - $6.98K
|
12.4K
$718K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
117+ 0.03% |
$6.05K - $6.69K
|
349K
$20.2M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
116+ 0.29% |
$6K - $6.63K
|
40.2K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
106+ 1.69% |
$5.48K - $6.06K
|
6.37K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100+ 0.03% |
$5.17K - $5.72K
|
310K
$18M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
98+ 1.24% |
$5.07K - $5.6K
|
8.02K
$465K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88+ 0.24% |
$4.55K - $5.03K
|
37.3K
$2.16M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
84New |
$4.34K - $4.8K
|
84
$4.87K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 3.0% |
$4.24K - $4.69K
|
2.82K
$163K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57+ 1.15% |
$2.95K - $3.26K
|
5.01K
$291K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
52+ 1.3% |
$2.69K - $2.97K
|
4.06K
$235K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
45+ 0.9% |
$2.33K - $2.57K
|
5.03K
$292K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 2.5% |
$2.02K - $2.23K
|
1.6K
$92.5K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36+ 1.78% |
$1.86K - $2.06K
|
2.06K
$119K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 1.23% |
$1.81K - $2K
|
2.89K
$168K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
30+ 5.45% |
$1.55K - $1.72K
|
580
$33.6K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
27New |
$1.4K - $1.54K
|
27
$1.57K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$1.29K - $1.43K
|
8.67K
$503K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.16% |
$1.03K - $1.14K
|
12.2K
$707K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.5% |
$1.03K - $1.14K
|
4.01K
$233K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.77% |
$982 - $1.09K
|
2.48K
$144K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
17New |
$879 - $972
|
17
$986
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
15+ 0.28% |
$775 - $858
|
5.41K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12+ 12.63% |
$620 - $686
|
107
$6.2K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 1.02% |
$362 - $400
|
696
$40.4K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5New |
$258 - $286
|
5
$290
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.59% |
$155 - $172
|
515
$29.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 14.29% |
$51.7 - $57.2
|
8
$464
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 2.27% |
$51.7 - $57.2
|
45
$2.61K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 3.13% |
$51.7 - $57.2
|
31
$1.8K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3- 0.51% |
$155 - $172
|
587
$34K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-10- 1.67% |
$517 - $572
|
590
$34.2K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.17% |
$672 - $743
|
7.51K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-27- 0.47% |
$1.4K - $1.54K
|
5.77K
$335K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-44- 0.29% |
$2.27K - $2.52K
|
15K
$871K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-65- 0.39% |
$3.36K - $3.72K
|
16.7K
$969K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-74Closed |
$3.83K - $4.23K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 1.43% |
$3.88K - $4.29K
|
5.16K
$299K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-91- 1.3% |
$4.7K - $5.2K
|
6.89K
$400K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-100- 2.07% |
$5.17K - $5.72K
|
4.74K
$275K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-109- 2.53% |
$5.63K - $6.23K
|
4.2K
$243K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 22.81% |
$6.72K - $7.43K
|
440
$25.5K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-155- 83.33% |
$8.01K - $8.86K
|
31
$1.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-160- 8.42% |
$8.27K - $9.15K
|
1.74K
$101K
|