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

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
May 09, 2023 Q1 2023	Spire Wealth Management	BUY	-	1.22K + 182.27%	$58.1K - $62.3K	1.89K $110K
Apr 25, 2023 Q1 2023	Geneos Wealth Management Inc.	BUY	-	1.21K + 168.15%	$57.4K - $61.6K	1.93K $112K
Oct 12, 2023 Q1 2023	Cape Investment Advisory, Inc. Mcdonough, GA	BUY	-	1K New	$47.5K - $50.9K	1K $58K
Apr 17, 2023 Q1 2023	Trilogy Capital Inc.	BUY	-	931 + 5.69%	$44.2K - $47.4K	17.3K $1M
Apr 28, 2023 Q1 2023	Avantax Advisory Services, Inc.	BUY	-	860 + 3.15%	$40.9K - $43.8K	28.2K $1.63M
May 15, 2023 Q1 2023	Gould Capital, LLC	BUY	-	852 + 12.06%	$40.5K - $43.4K	7.92K $459K
May 03, 2023 Q1 2023	Polaris Wealth Advisory Group, LLC	BUY	-	803 + 2.06%	$38.1K - $40.9K	39.8K $2.31M
May 04, 2023 Q1 2023	Zrc Wealth Management, LLC Santa Rosa, CA	BUY	-	775 New	$36.8K - $39.5K	775 $44.9K
Apr 21, 2023 Q1 2023	Legacy Financial Group LLC	BUY	-	719 + 2.44%	$34.2K - $36.6K	30.2K $1.75M
May 12, 2023 Q1 2023	Godshalk Welsh Capital Management, Inc. Radnor, PA	BUY	-	648 + 10.41%	$30.8K - $33K	6.87K $398K
Sep 11, 2024 Q1 2023	Summit Wealth Partners, LLC Orlando, FL	BUY	-	615 + 4.27%	$29.2K - $31.3K	15K $871K
Apr 18, 2023 Q1 2023	Archford Capital Strategies, LLC	BUY	-	611 + 3.96%	$29K - $31.1K	16K $930K
Sep 01, 2023 Q1 2023	Corrigan Financial, Inc. Middletown, RI	BUY	-	611 + 7.52%	$29K - $31.1K	8.74K $507K
May 12, 2023 Q1 2023	Wealth Quarterback LLC Toms River, NJ	BUY	-	605 + 0.61%	$28.7K - $30.8K	99.3K $5.76M
May 15, 2023 Q1 2023	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	602 + 5.4%	$28.6K - $30.6K	11.7K $681K
Apr 10, 2023 Q1 2023	Dynamic Advisor Solutions LLC	BUY	-	599 + 3.91%	$28.5K - $30.5K	15.9K $923K
May 03, 2023 Q1 2023	Syverson Strege & CO West Des Moines, IA	BUY	-	581 + 6.26%	$27.6K - $29.6K	9.87K $572K
Apr 27, 2023 Q1 2023	Capital Insight Partners, LLC	BUY	-	526 + 1.91%	$25K - $26.8K	28.1K $1.63M
May 12, 2023 Q1 2023	Mariner, LLC Overland Park, KS	BUY	-	488 + 9.46%	$23.2K - $24.8K	5.65K $327K
Apr 28, 2023 Q1 2023	Van Hulzen Asset Management, LLC	BUY	-	466 + 8.98%	$22.1K - $23.7K	5.66K $328K
May 02, 2023 Q1 2023	Venturi Wealth Management, LLC Austin, TX	BUY	-	425 + 8.53%	$20.2K - $21.6K	5.41K $314K
Apr 28, 2023 Q1 2023	Advisor Net Financial, Inc	BUY	-	416 + 2.17%	$19.8K - $21.2K	19.6K $1.14M
Apr 25, 2023 Q1 2023	Ria Advisory Group LLC Ames, IA	BUY	-	401 + 3.8%	$19K - $20.4K	11K $635K
May 15, 2023 Q1 2023	High Falls Advisors, Inc Rochester, NY	BUY	-	393 + 2.87%	$18.7K - $20K	14.1K $816K
May 01, 2023 Q1 2023	Valmark Advisers, Inc.	BUY	-	359 + 5.62%	$17.1K - $18.3K	6.74K $391K
Aug 22, 2023 Q1 2023	Atria Wealth Solutions, Inc. New York, NY	BUY	-	357 + 2.72%	$17K - $18.2K	13.5K $781K
Apr 14, 2023 Q1 2023	Ae Wealth Management LLC	BUY	-	351 + 1.22%	$16.7K - $17.9K	29.1K $1.69M
May 17, 2023 Q1 2023	Advisory Services Network, LLC	BUY	-	241 + 11.53%	$11.4K - $12.3K	2.33K $135K
May 12, 2023 Q1 2023	Orin Green Financial, LLC	BUY	-	206 + 3.07%	$9.79K - $10.5K	6.91K $400K
May 08, 2023 Q1 2023	Buttonwood Financial Group, LLC	BUY	-	178 + 1.64%	$8.46K - $9.06K	11K $638K
May 01, 2023 Q1 2023	Lincoln National Corp	BUY	-	171 + 1.08%	$8.12K - $8.71K	16K $930K
Apr 07, 2023 Q1 2023	Divergent Planning, LLC	BUY	-	166 + 2.88%	$7.89K - $8.45K	5.93K $344K
May 12, 2023 Q1 2023	Oxford Financial Group LTD Indianapolis, IN	BUY	-	159 + 0.98%	$7.55K - $8.09K	16.4K $949K
May 05, 2023 Q1 2023	Global Retirement Partners, LLC	BUY	-	128 + 60.66%	$6.08K - $6.52K	339 $19.7K
May 11, 2023 Q1 2023	Cahill Financial Advisors Inc Edina, MN	BUY	-	119 + 0.27%	$5.65K - $6.06K	44.3K $2.57M
May 09, 2023 Q1 2023	Nicolet Advisory Services, LLC Green Bay, WI	BUY	-	109 + 0.67%	$5.18K - $5.55K	16.3K $945K
May 11, 2023 Q1 2023	Camarda Financial Advisors, LLC Fleming Island, FL	BUY	-	108 + 1.14%	$5.13K - $5.5K	9.6K $557K
May 05, 2023 Q1 2023	Kalos Management, Inc. Alpharetta, GA	BUY	-	80 New	$3.8K - $4.07K	80 $4.64K
Apr 25, 2023 Q1 2023	Morton Brown Family Wealth, LLC	BUY	-	68 + 0.45%	$3.23K - $3.46K	15.1K $873K
Apr 14, 2023 Q1 2023	Capital Advisors Wealth Management, LLC	BUY	-	60 + 1.33%	$2.85K - $3.05K	4.57K $265K
May 04, 2023 Q1 2023	Howard Wealth Management, LLC Madison, CT	BUY	-	43 + 0.8%	$2.04K - $2.19K	5.41K $314K
May 20, 2024 Q1 2023	Parallel Advisors, LLC	BUY	-	35 + 1.26%	$1.66K - $1.78K	2.81K $163K
May 04, 2023 Q1 2023	Cora Capital Advisors LLC Marlton, NJ	BUY	-	33 + 0.68%	$1.57K - $1.68K	4.92K $285K
Apr 26, 2023 Q1 2023	Rfp Financial Group LLC Atlanta, GA	BUY	-	32 + 5.1%	$1.52K - $1.63K	659 $38.2K
Apr 25, 2023 Q1 2023	Psi Advisors, LLC	BUY	-	27 New	$1.28K - $1.37K	27 $1.57K
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	23 New	$1.09K - $1.17K	23 $1.33K
May 09, 2023 Q1 2023	Aptus Capital Advisors, LLC	BUY	-	11 + 110.0%	$523 - $560	21 $1.22K
May 08, 2023 Q1 2023	Mc Ilrath & Eck, LLC	BUY	-	9 New	$428 - $458	9 $522
Apr 13, 2023 Q1 2023	Burt Wealth Advisors	BUY	-	6 + 0.01%	$285 - $305	67K $3.88M
Apr 28, 2023 Q1 2023	Soa Wealth Advisors, Llc.	BUY	-	5 + 0.4%	$238 - $255	1.25K $72.3K

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Account

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

1.22K

1.21K

1K

931

860

852

803

775

719

648

615

611

611

605

602

599

581

526

488

466

425

416

401

393

359

357

351

241

206

178

171

166

159

128

119

109

108

80

68

60

43

35

33

32

27

23

11

9

6

5

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