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 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-164- 0.43% |
$8.48K - $9.38K
|
37.7K
$2.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-204- 2.64% |
$10.5K - $11.7K
|
7.53K
$436K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-215Closed |
$11.1K - $12.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-218- 22.18% |
$11.3K - $12.5K
|
765
$44.4K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-240Closed |
$12.4K - $13.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-242Closed |
$12.5K - $13.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-244- 5.32% |
$12.6K - $14K
|
4.34K
$252K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-245- 0.74% |
$12.7K - $14K
|
32.9K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-250- 4.77% |
$12.9K - $14.3K
|
5K
$290K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-279- 1.23% |
$14.4K - $16K
|
22.4K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-301- 0.95% |
$15.6K - $17.2K
|
31.5K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-305- 24.56% |
$15.8K - $17.4K
|
937
$54.3K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-342- 7.24% |
$17.7K - $19.6K
|
4.38K
$254K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-377- 6.13% |
$19.5K - $21.6K
|
5.77K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-397Closed |
$20.5K - $22.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-400Closed |
$20.7K - $22.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-504- 8.63% |
$26.1K - $28.8K
|
5.34K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-600Closed |
$31K - $34.3K
|
0
$0
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-671- 7.61% |
$34.7K - $38.4K
|
8.14K
$472K
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-696- 1.02% |
$36K - $39.8K
|
67.7K
$3.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-732- 2.57% |
$37.8K - $41.9K
|
27.8K
$1.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-788- 0.98% |
$40.7K - $45.1K
|
79.5K
$4.61M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-815- 2.08% |
$42.1K - $46.6K
|
38.4K
$2.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-835- 12.34% |
$43.2K - $47.7K
|
5.93K
$344K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-839- 11.45% |
$43.4K - $48K
|
6.49K
$376K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-844- 5.21% |
$43.6K - $48.3K
|
15.4K
$891K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-847- 0.91% |
$43.8K - $48.4K
|
92.2K
$5.35M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-871- 10.88% |
$45K - $49.8K
|
7.13K
$414K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-896- 2.77% |
$46.3K - $51.2K
|
31.4K
$1.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-906- 0.44% |
$46.8K - $51.8K
|
206K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-990- 9.84% |
$51.2K - $56.6K
|
9.07K
$526K
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 10.48% |
$52.3K - $57.8K
|
8.64K
$501K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 36.56% |
$53.7K - $59.4K
|
1.8K
$104K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 98.25% |
$69.5K - $76.9K
|
24
$1.39K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 11.7% |
$74.2K - $82.1K
|
10.8K
$628K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 11.39% |
$76.3K - $84.4K
|
11.5K
$666K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.49K- 16.68% |
$77K - $85.2K
|
7.45K
$432K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.51K- 8.43% |
$77.9K - $86.2K
|
16.4K
$949K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.66K- 2.11% |
$85.7K - $94.8K
|
77.1K
$4.47M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.72K- 15.29% |
$88.9K - $98.3K
|
9.52K
$552K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.8K- 14.24% |
$93.2K - $103K
|
10.9K
$630K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 10.49% |
$105K - $116K
|
17.3K
$1M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.08K- 3.24% |
$108K - $119K
|
62.3K
$3.61M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.2K- 31.0% |
$114K - $126K
|
4.9K
$284K
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2.34K- 31.6% |
$121K - $134K
|
5.06K
$294K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.51K- 3.39% |
$130K - $144K
|
71.6K
$4.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.62KClosed |
$136K - $150K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.63K- 53.42% |
$136K - $150K
|
2.29K
$133K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$138K - $153K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.91K- 5.66% |
$150K - $166K
|
48.5K
$2.81M
|