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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-36K- 81.84% |
$1.88M - $2M
|
7.98K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.7K- 26.62% |
$2.12M - $2.26M
|
112K
$6.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-49.1K- 10.57% |
$2.56M - $2.73M
|
415K
$24.1M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-53.9K- 62.13% |
$2.82M - $3M
|
32.9K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.2K- 31.98% |
$3.93M - $4.19M
|
160K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-78.8K- 30.68% |
$4.12M - $4.39M
|
178K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.4K- 43.17% |
$4.36M - $4.64M
|
110K
$6.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86.1K- 81.2% |
$4.5M - $4.79M
|
19.9K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166K- 63.97% |
$8.67M - $9.24M
|
93.4K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-174K- 73.07% |
$9.1M - $9.7M
|
64.2K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 38.79% |
$10.5M - $11.2M
|
317K
$18.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 38.79% |
$10.5M - $11.2M
|
317K
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-218K- 84.94% |
$11.4M - $12.1M
|
38.7K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-228K- 60.54% |
$11.9M - $12.7M
|
148K
$8.61M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-320K- 89.62% |
$16.7M - $17.8M
|
37.1K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-352K- 90.0% |
$18.4M - $19.6M
|
39.1K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-998K- 95.23% |
$52.1M - $55.6M
|
49.9K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2M- 83.04% |
$104M - $111M
|
408K
$23.7M
|