Purchases and Sales Made in Q1 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q1 2025. 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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.82% |
$186K - $195K
|
184K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 9.91% |
$181K - $190K
|
35.5K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.13K+ 13.39% |
$177K - $186K
|
26.5K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.1K+ 3.89% |
$175K - $184K
|
82.7K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.93K+ 3.11% |
$166K - $174K
|
96.9K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.7K+ 27.98% |
$153K - $160K
|
12.3K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.52K+ 11.34% |
$143K - $150K
|
24.8K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 10.99% |
$125K - $131K
|
22.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 14.26% |
$124K - $130K
|
17.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 11.02% |
$117K - $123K
|
20.8K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.05K+ 9.15% |
$116K - $122K
|
24.4K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 6.91% |
$107K - $112K
|
29.3K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.87K+ 0.62% |
$106K - $111K
|
305K
$18.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$105K - $110K
|
1.86K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.79K+ 19.67% |
$101K - $106K
|
10.9K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 17.49% |
$99.7K - $105K
|
11.8K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.7K+ 211.32% |
$96.2K - $101K
|
2.5K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.68K+ 30.47% |
$95K - $99.6K
|
7.18K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 11.58% |
$94.5K - $99.1K
|
16.1K
$958K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.62K+ 23.14% |
$91.9K - $96.4K
|
8.64K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.51K+ 9.93% |
$85.6K - $89.8K
|
16.7K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.5K+ 10.44% |
$84.9K - $89.1K
|
15.9K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.38K+ 10.58% |
$78.2K - $82K
|
14.4K
$860K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.38K+ 1.31% |
$78.2K - $82K
|
107K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.26K+ 1.1% |
$71.5K - $75K
|
116K
$6.89M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 4.72% |
$67.7K - $71K
|
26.5K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 4.92% |
$62K - $65K
|
23.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 15.35% |
$57.2K - $60K
|
7.59K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
970+ 1.73% |
$54.9K - $57.6K
|
57K
$3.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
889+ 9.52% |
$50.3K - $52.8K
|
10.2K
$609K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
857+ 10.21% |
$48.5K - $50.9K
|
9.25K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
845+ 5.74% |
$47.9K - $50.2K
|
15.6K
$927K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
844+ 6.73% |
$47.8K - $50.1K
|
13.4K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
824+ 7.64% |
$46.7K - $48.9K
|
11.6K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
797New |
$45.1K - $47.3K
|
797
$47.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
788+ 18.6% |
$44.6K - $46.8K
|
5.03K
$299K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
777New |
$44K - $46.1K
|
777
$46.3K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
773New |
$43.8K - $45.9K
|
773
$46K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
755+ 15.35% |
$42.8K - $44.8K
|
5.67K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
660+ 1.94% |
$37.4K - $39.2K
|
34.8K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
618New |
$35K - $36.7K
|
618
$36.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
610+ 6.01% |
$34.5K - $36.2K
|
10.8K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
536+ 85.9% |
$30.4K - $31.8K
|
1.16K
$69.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
525+ 79.55% |
$29.7K - $31.2K
|
1.19K
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
508+ 3.76% |
$28.8K - $30.2K
|
14K
$836K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
461+ 7.12% |
$26.1K - $27.4K
|
6.94K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
450+ 7.9% |
$25.5K - $26.7K
|
6.14K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
375+ 8.74% |
$21.2K - $22.3K
|
4.67K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
358+ 6.24% |
$20.3K - $21.3K
|
6.1K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
345+ 4.38% |
$19.5K - $20.5K
|
8.23K
$490K
|