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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
342+ 6.13% |
$19.4K - $20.3K
|
5.92K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
331+ 5.19% |
$18.7K - $19.7K
|
6.71K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
231+ 5.24% |
$13.1K - $13.7K
|
4.64K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
230+ 3.58% |
$13K - $13.7K
|
6.66K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
224+ 3.62% |
$12.7K - $13.3K
|
6.41K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
213+ 1.81% |
$12.1K - $12.7K
|
12K
$714K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
167+ 2.14% |
$9.46K - $9.92K
|
7.97K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
163+ 52.75% |
$9.23K - $9.68K
|
472
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
158+ 1.88% |
$8.95K - $9.38K
|
8.56K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.3% |
$8.72K - $9.15K
|
4.83K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
150+ 2.33% |
$8.49K - $8.91K
|
6.6K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150+ 11.81% |
$8.49K - $8.91K
|
1.42K
$84.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 1.35% |
$7.25K - $7.6K
|
9.64K
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
121+ 1100.0% |
$6.85K - $7.19K
|
132
$7.86K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 20.88% |
$6.74K - $7.07K
|
689
$41K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
112+ 0.13% |
$6.34K - $6.65K
|
89.4K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
109+ 0.52% |
$6.17K - $6.47K
|
21K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
105+ 0.54% |
$5.95K - $6.24K
|
19.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$5.95K - $6.24K
|
105
$6.25K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
104+ 8.28% |
$5.89K - $6.18K
|
1.36K
$81K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
99+ 1.48% |
$5.61K - $5.88K
|
6.8K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
98+ 2.12% |
$5.55K - $5.82K
|
4.72K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 0.46% |
$4.36K - $4.57K
|
16.7K
$996K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 0.39% |
$4.25K - $4.45K
|
19.4K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
60+ 0.71% |
$3.4K - $3.56K
|
8.51K
$507K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
54+ 0.19% |
$3.06K - $3.21K
|
28.1K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
53+ 5.87% |
$3K - $3.15K
|
956
$56.9K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
50+ 0.48% |
$2.83K - $2.97K
|
10.4K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
37+ 0.9% |
$2.1K - $2.2K
|
4.15K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.17% |
$2.04K - $2.14K
|
21.1K
$1.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
35+ 9.43% |
$1.98K - $2.08K
|
406
$24.2K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
29New |
$1.64K - $1.72K
|
29
$1.73K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 0.44% |
$1.59K - $1.66K
|
6.34K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 1.34% |
$1.47K - $1.54K
|
1.96K
$117K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20New |
$1.13K - $1.19K
|
20
$1.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.77% |
$340 - $356
|
786
$46.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 0.52% |
$283 - $297
|
965
$57.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$56.6 - $59.4
|
2.83K
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$56.6 - $59.4
|
830
$49.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-4- 0.59% |
$227 - $238
|
672
$40K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.17% |
$340 - $356
|
3.62K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.53% |
$566 - $594
|
1.87K
$112K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.31% |
$906 - $950
|
5.13K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 16.67% |
$1.13K - $1.19K
|
100
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 2.1% |
$1.25K - $1.31K
|
1.03K
$61.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 1.01% |
$1.42K - $1.48K
|
2.44K
$146K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-26- 0.14% |
$1.47K - $1.54K
|
18.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32- 2.69% |
$1.81K - $1.9K
|
1.16K
$69K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-51- 1.26% |
$2.89K - $3.03K
|
4K
$238K
|