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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58KNew |
$135K - $143K
|
2.58K
$149K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.53K+ 34.94% |
$132K - $141K
|
9.78K
$567K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2.5K+ 2.26% |
$130K - $139K
|
113K
$6.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.49K+ 9.32% |
$130K - $138K
|
29.2K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 51.63% |
$104K - $110K
|
5.82K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.86K+ 2.2% |
$97K - $103K
|
86.3K
$5M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.84K+ 5.64% |
$96.1K - $102K
|
34.4K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 1.04% |
$93.7K - $99.9K
|
174K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 3.41% |
$86.5K - $92.2K
|
50.2K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 2.1% |
$82.3K - $87.7K
|
76.5K
$4.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.4K+ 17.78% |
$73K - $77.8K
|
9.25K
$536K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.36K+ 24.29% |
$71.3K - $75.9K
|
6.98K
$405K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.34K+ 1.31% |
$70K - $74.6K
|
104K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.25K+ 17.08% |
$65.1K - $69.4K
|
8.54K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.19KNew |
$62.2K - $66.3K
|
1.19K
$69K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.18K+ 12.01% |
$61.8K - $65.9K
|
11K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.18K+ 16.01% |
$61.6K - $65.6K
|
8.54K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.06K+ 0.6% |
$55.4K - $59K
|
177K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.05K+ 4.51% |
$55K - $58.6K
|
24.4K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04K+ 5.77% |
$54.3K - $57.9K
|
19.1K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 12.43% |
$52.8K - $56.2K
|
9.13K
$530K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.01K+ 7.19% |
$52.7K - $56.2K
|
15K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 6.76% |
$52.3K - $55.7K
|
15.8K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
BUY
|
- |
994+ 8.51% |
$51.9K - $55.3K
|
12.7K
$735K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
952+ 15.81% |
$49.7K - $53K
|
6.97K
$404K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
819+ 5.55% |
$42.8K - $45.6K
|
15.6K
$903K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
807+ 0.54% |
$42.2K - $44.9K
|
150K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
752+ 4.15% |
$39.3K - $41.9K
|
18.9K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
727+ 10.72% |
$38K - $40.5K
|
7.51K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
709+ 8.75% |
$37K - $39.5K
|
8.81K
$511K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
617+ 195.25% |
$32.2K - $34.4K
|
933
$54.1K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
585+ 1.05% |
$30.6K - $32.6K
|
56.4K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
565+ 1.37% |
$29.5K - $31.5K
|
41.9K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
553+ 5.66% |
$28.9K - $30.8K
|
10.3K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
474+ 9.72% |
$24.8K - $26.4K
|
5.35K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
440+ 0.28% |
$23K - $24.5K
|
160K
$9.29M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
434+ 1.49% |
$22.7K - $24.2K
|
29.6K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
411+ 1.75% |
$21.5K - $22.9K
|
23.9K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
405+ 6.33% |
$21.2K - $22.6K
|
6.8K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
336+ 4.39% |
$17.6K - $18.7K
|
7.99K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
317+ 3170.0% |
$16.6K - $17.7K
|
327
$19K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
315+ 7.38% |
$16.5K - $17.5K
|
4.59K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
314+ 2242.86% |
$16.4K - $17.5K
|
328
$19K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
311+ 4.65% |
$16.2K - $17.3K
|
6.99K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
300+ 2.95% |
$15.7K - $16.7K
|
10.5K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
287+ 2.78% |
$15K - $16K
|
10.6K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
265+ 2.32% |
$13.8K - $14.8K
|
11.7K
$678K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
245+ 4.38% |
$12.8K - $13.6K
|
5.84K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
229+ 5.67% |
$12K - $12.8K
|
4.27K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$10.5K - $11.1K
|
200
$11.6K
|