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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-8.39K- 38.74% |
$398K - $427K
|
13.3K
$769K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.53K- 4.67% |
$405K - $434K
|
174K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.6K- 40.61% |
$408K - $438K
|
12.6K
$729K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-8.62K- 18.15% |
$409K - $439K
|
38.9K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.28K- 10.49% |
$441K - $473K
|
79.3K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.2K- 2.93% |
$485K - $519K
|
339K
$19.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-11.4K- 54.77% |
$544K - $583K
|
9.46K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.7K- 29.16% |
$554K - $594K
|
28.3K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.5K- 18.41% |
$593K - $636K
|
55.3K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-16K- 14.83% |
$758K - $812K
|
91.6K
$5.31M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 8.76% |
$837K - $897K
|
183K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18.2K- 7.92% |
$862K - $924K
|
211K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.2K- 23.48% |
$911K - $977K
|
62.5K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20.6K- 1.33% |
$978K - $1.05M
|
1.53M
$88.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.8K- 62.83% |
$1.08M - $1.16M
|
13.5K
$781K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.5K- 51.81% |
$1.16M - $1.25M
|
22.8K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-28.3K- 20.9% |
$1.34M - $1.44M
|
107K
$6.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.3K- 11.79% |
$1.72M - $1.85M
|
271K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.6K- 80.07% |
$2.21M - $2.37M
|
11.6K
$673K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52.1K- 69.94% |
$2.48M - $2.65M
|
22.4K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-52.8K- 68.71% |
$2.51M - $2.69M
|
24K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-69.1K- 58.02% |
$3.28M - $3.52M
|
50K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-76.3K- 35.16% |
$3.62M - $3.88M
|
141K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-84K- 67.03% |
$3.99M - $4.28M
|
41.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-96.4K- 32.27% |
$4.58M - $4.91M
|
202K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-114K- 96.2% |
$5.39M - $5.78M
|
4.49K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-137K- 30.54% |
$6.53M - $7M
|
312K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-146K- 79.32% |
$6.92M - $7.42M
|
38K
$2.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-147K- 95.35% |
$6.99M - $7.49M
|
7.18K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-164K- 97.51% |
$7.8M - $8.37M
|
4.2K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-167K- 26.16% |
$7.93M - $8.5M
|
471K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-216K- 56.31% |
$10.2M - $11M
|
167K
$9.71M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-226K- 58.32% |
$10.7M - $11.5M
|
161K
$9.35M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-251K- 70.26% |
$11.9M - $12.8M
|
106K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-417K- 88.57% |
$19.8M - $21.2M
|
53.8K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-453K- 24.89% |
$21.5M - $23.1M
|
1.37M
$79.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-501K- 86.53% |
$23.8M - $25.5M
|
78K
$4.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-504K- 91.87% |
$23.9M - $25.7M
|
44.6K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-722K- 68.31% |
$34.3M - $36.7M
|
335K
$19.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.99M- 95.1% |
$94.4M - $101M
|
102K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.18M- 90.69% |
$294M - $315M
|
635K
$36.8M
|