Purchases and Sales Made in Q1 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2024. 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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.17M+ 5662.83% |
$61.2M - $65.2M
|
1.19M
$69.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
620KNew |
$32.4M - $34.5M
|
620K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
238KNew |
$12.5M - $13.3M
|
238K
$13.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59.7KNew |
$3.12M - $3.32M
|
59.7K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
57.7K+ 17.8% |
$3.02M - $3.21M
|
382K
$22.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
50.5KNew |
$2.64M - $2.81M
|
50.5K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50K+ 26.06% |
$2.61M - $2.78M
|
242K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
47.6KNew |
$2.49M - $2.65M
|
47.6K
$2.76M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8KNew |
$1.82M - $1.94M
|
34.8K
$2.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
31.4KNew |
$1.64M - $1.75M
|
31.4K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21.3KNew |
$1.12M - $1.19M
|
21.3K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 6.56% |
$1.01M - $1.07M
|
313K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.8K+ 78.12% |
$826K - $880K
|
36.1K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.3K+ 151.2% |
$748K - $797K
|
23.8K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
13.8K+ 31.39% |
$719K - $766K
|
57.6K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.9KNew |
$674K - $718K
|
12.9K
$747K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.4KNew |
$594K - $633K
|
11.4K
$659K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5KNew |
$550K - $586K
|
10.5K
$610K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.2KNew |
$533K - $568K
|
10.2K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.66K+ 0.62% |
$505K - $538K
|
1.57M
$91.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.47K+ 124.67% |
$495K - $527K
|
17.1K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.24K+ 12.33% |
$430K - $459K
|
75K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.16K+ 2.42% |
$374K - $398K
|
303K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.07KNew |
$370K - $394K
|
7.07K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.8K+ 6.04% |
$356K - $379K
|
119K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.48K+ 127.2% |
$339K - $361K
|
11.6K
$671K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
6.29KNew |
$329K - $350K
|
6.29K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.95K+ 17.04% |
$311K - $331K
|
40.8K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.85K+ 9.7% |
$305K - $325K
|
66.1K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.84KNew |
$305K - $325K
|
5.84K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
5.71KNew |
$298K - $318K
|
5.71K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
5.57K+ 8.42% |
$291K - $310K
|
71.7K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.44K+ 103.17% |
$284K - $303K
|
10.7K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.29K+ 3.96% |
$276K - $294K
|
139K
$8.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.07KNew |
$265K - $282K
|
5.07K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5KNew |
$261K - $278K
|
5K
$290K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.85K+ 29.97% |
$253K - $270K
|
21K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.49KNew |
$235K - $250K
|
4.49K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.03KNew |
$211K - $224K
|
4.03K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.02K+ 18.07% |
$210K - $224K
|
26.2K
$1.52M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.96KNew |
$207K - $220K
|
3.96K
$230K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$206K - $220K
|
3.95K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.66KNew |
$191K - $204K
|
3.66K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.62KNew |
$189K - $201K
|
3.62K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.61K+ 64.46% |
$189K - $201K
|
9.22K
$534K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.47K+ 44.25% |
$181K - $193K
|
11.3K
$656K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.09K+ 4.76% |
$162K - $172K
|
68.1K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.92K+ 4.63% |
$153K - $163K
|
66.1K
$3.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.77K+ 3.45% |
$145K - $154K
|
83.1K
$4.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.74K+ 19.22% |
$143K - $152K
|
17K
$985K
|