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 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
184+ 1.81% |
$9.61K - $10.2K
|
10.4K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 1.87% |
$9.61K - $10.2K
|
10K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
184+ 3.55% |
$9.61K - $10.2K
|
5.37K
$311K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
182+ 2.32% |
$9.51K - $10.1K
|
8.03K
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
178+ 2.07% |
$9.3K - $9.91K
|
8.76K
$508K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
169+ 26.49% |
$8.83K - $9.41K
|
807
$46.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
143+ 1.46% |
$7.47K - $7.96K
|
9.96K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130+ 8.32% |
$6.79K - $7.24K
|
1.69K
$98.2K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
129+ 3.32% |
$6.74K - $7.18K
|
4.02K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
128+ 3.35% |
$6.69K - $7.13K
|
3.95K
$229K
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
124+ 1.04% |
$6.48K - $6.9K
|
12.1K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
121+ 2.89% |
$6.32K - $6.74K
|
4.31K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$6.27K - $6.68K
|
120
$6.96K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
113+ 1.8% |
$5.9K - $6.29K
|
6.38K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112+ 1.67% |
$5.85K - $6.24K
|
6.81K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
110+ 2.27% |
$5.75K - $6.12K
|
4.96K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
110+ 0.94% |
$5.75K - $6.12K
|
11.9K
$688K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
98+ 1.43% |
$5.12K - $5.46K
|
6.96K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
93+ 5.53% |
$4.86K - $5.18K
|
1.78K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
92+ 0.69% |
$4.81K - $5.12K
|
13.4K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
77+ 334.78% |
$4.02K - $4.29K
|
100
$5.8K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55+ 0.36% |
$2.87K - $3.06K
|
15.2K
$883K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
28New |
$1.46K - $1.56K
|
28
$1.62K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
27+ 0.97% |
$1.41K - $1.5K
|
2.81K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
27+ 0.55% |
$1.41K - $1.5K
|
4.95K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
22+ 0.42% |
$1.15K - $1.22K
|
5.25K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 1.67% |
$941 - $1K
|
1.1K
$63.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18New |
$941 - $1K
|
18
$1.04K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 1.63% |
$888 - $947
|
1.06K
$61.3K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16+ 0.25% |
$836 - $891
|
6.42K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
11+ 0.12% |
$575 - $612
|
9.08K
$526K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11New |
$575 - $612
|
11
$638
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.14% |
$418 - $445
|
5.73K
$332K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 1.12% |
$314 - $334
|
543
$31.5K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
5+ 0.05% |
$261 - $278
|
9.3K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4New |
$209 - $223
|
4
$232
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$209 - $223
|
4.68K
$272K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 1.0% |
$157 - $167
|
302
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.15% |
$52.3 - $55.7
|
677
$39.3K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.52% |
$52.3 - $55.7
|
67
$3.88K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1+ 0.01% |
$52.3 - $55.7
|
6.76K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.33% |
$52.3 - $55.7
|
307
$17.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.02% |
$52.3 - $55.7
|
6.26K
$363K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 0.29% |
$105 - $111
|
690
$40K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3- 0.03% |
$157 - $167
|
9.6K
$557K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.47% |
$209 - $223
|
852
$49.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.58% |
$261 - $278
|
862
$50K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.36% |
$470 - $501
|
2.46K
$143K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.98% |
$575 - $612
|
1.11K
$64.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-11- 0.17% |
$575 - $612
|
6.48K
$376K
|