Purchases and Sales Made in Q1 2023 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2023. 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 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
143K
New
$6.77M - $7.26M
143K $8.42M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
41.4K
+ 70.48%
$1.97M - $2.11M
100K $5.92M
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
35.5K
New
$1.69M - $1.81M
35.5K $2.1M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
35.3K
New
$1.67M - $1.79M
35.3K $2.08M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
22.8K
+ 169.0%
$1.08M - $1.16M
36.3K $2.14M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
18.1K
+ 391.44%
$858K - $920K
22.7K $1.34M
Apr 21, 2023 Q1 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
12.9K
New
$614K - $658K
12.9K $763K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11.9K
New
$565K - $605K
11.9K $702K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
10.7K
+ 136.47%
$511K - $547K
18.6K $1.1M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
9.77K
+ 2.91%
$464K - $497K
345K $20.4M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
8.54K
New
$406K - $435K
8.54K $505K
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
8.38K
New
$398K - $426K
8.38K $495K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
7.95K
+ 41.69%
$378K - $405K
27K $1.6M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
7.48K
New
$355K - $381K
7.48K $442K
May 11, 2023 Q1 2023
Carret Asset Management, LLC

BUY
 -
6.52K
New
$310K - $332K
6.52K $385K
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
6.27K
New
$298K - $319K
6.27K $371K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
5.92K
New
$281K - $301K
5.92K $350K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.83K
+ 65.43%
$277K - $297K
14.7K $871K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
5.61K
+ 12.52%
$266K - $285K
50.4K $2.98M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.36K
+ 26.15%
$255K - $273K
25.9K $1.53M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
5.21K
New
$247K - $265K
5.21K $308K
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
4.87K
+ 32.79%
$231K - $248K
19.7K $1.16M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
4.7K
New
$223K - $239K
4.7K $278K
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
4.63K
New
$220K - $236K
4.63K $274K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
4.35K
+ 93.55%
$207K - $221K
9K $532K
Apr 04, 2023 Q1 2023
Stonehearth Capital Management, LLC

BUY
 -
4.29K
New
$204K - $219K
4.29K $254K
Apr 24, 2023 Q1 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
4.23K
New
$201K - $215K
4.23K $250K
May 01, 2023 Q1 2023
Narwhal Capital Management

BUY
 -
4.2K
New
$200K - $214K
4.2K $248K
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
4.16K
+ 82.16%
$198K - $212K
9.22K $545K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
4.13K
New
$196K - $210K
4.13K $244K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.13K
New
$196K - $210K
4.13K $244K
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
4.1K
New
$195K - $209K
4.1K $242K
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
4.05K
New
$192K - $206K
4.05K $239K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.87K
New
$184K - $197K
3.87K $229K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.09K
+ 270.64%
$147K - $157K
4.23K $250K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.08K
New
$146K - $157K
3.08K $182K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
2.36K
+ 5.34%
$112K - $120K
46.5K $2.74M
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

BUY
 -
2.29K
+ 42.77%
$109K - $116K
7.63K $451K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.86K
+ 8.7%
$88.2K - $94.5K
23.2K $1.37M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
1.85K
+ 21.91%
$88K - $94.3K
10.3K $609K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
1.68K
+ 14.61%
$79.9K - $85.7K
13.2K $780K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.58K
+ 5.83%
$75.1K - $80.5K
28.7K $1.69M
Apr 25, 2023 Q1 2023
Greystone Financial Group, LLC

BUY
 -
1.57K
+ 10.81%
$74.8K - $80.1K
16.1K $953K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.49K
New
$70.8K - $75.9K
1.49K $88.1K
May 12, 2023 Q1 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
1.47K
+ 15.66%
$69.8K - $74.8K
10.8K $641K
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1.43K
+ 206.94%
$68K - $72.9K
2.12K $125K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.38K
+ 14.22%
$65.6K - $70.3K
11.1K $655K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
1.38K
+ 15.5%
$65.5K - $70.2K
10.3K $607K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.35K
+ 18.73%
$64.1K - $68.7K
8.55K $505K

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