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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32- 2.69% |
$1.81K - $1.9K
|
1.16K
$71.4K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-51- 1.26% |
$2.89K - $3.03K
|
4K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-53- 1.43% |
$3K - $3.15K
|
3.66K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-59- 0.52% |
$3.34K - $3.5K
|
11.3K
$698K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 20.34% |
$3.4K - $3.56K
|
235
$14.5K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-60- 1.54% |
$3.4K - $3.56K
|
3.84K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-67- 0.7% |
$3.79K - $3.98K
|
9.55K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-71- 0.5% |
$4.02K - $4.22K
|
14.1K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-78- 2.15% |
$4.42K - $4.63K
|
3.56K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79- 15.96% |
$4.47K - $4.69K
|
416
$25.6K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-79- 0.24% |
$4.47K - $4.69K
|
32.4K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-86- 9.68% |
$4.87K - $5.11K
|
802
$49.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-102- 1.36% |
$5.78K - $6.06K
|
7.4K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-107- 1.66% |
$6.06K - $6.35K
|
6.36K
$392K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-113- 19.48% |
$6.4K - $6.71K
|
467
$28.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.69% |
$6.46K - $6.77K
|
16.4K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-125- 1.53% |
$7.08K - $7.42K
|
8.07K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-128- 0.52% |
$7.25K - $7.6K
|
24.5K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-128- 18.39% |
$7.25K - $7.6K
|
568
$35K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-131- 0.05% |
$7.42K - $7.78K
|
253K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-162- 0.65% |
$9.17K - $9.62K
|
24.6K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 0.72% |
$9.51K - $9.98K
|
23K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-181- 1.55% |
$10.3K - $10.7K
|
11.5K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183- 0.88% |
$10.4K - $10.9K
|
20.6K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-205- 4.15% |
$11.6K - $12.2K
|
4.74K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 1.44% |
$12.7K - $13.3K
|
15.3K
$945K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-224- 0.65% |
$12.7K - $13.3K
|
34.3K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-233- 22.04% |
$13.2K - $13.8K
|
824
$50.8K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-233- 5.78% |
$13.2K - $13.8K
|
3.8K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-247- 2.76% |
$14K - $14.7K
|
8.71K
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-271- 3.59% |
$15.3K - $16.1K
|
7.28K
$449K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-277- 0.81% |
$15.7K - $16.5K
|
34K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-279- 0.45% |
$15.8K - $16.6K
|
61.4K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-280- 4.48% |
$15.9K - $16.6K
|
5.97K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-319- 6.93% |
$18.1K - $18.9K
|
4.28K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-326- 0.13% |
$18.5K - $19.4K
|
258K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-363- 3.57% |
$20.6K - $21.6K
|
9.81K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-380- 8.78% |
$21.5K - $22.6K
|
3.95K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-401- 3.2% |
$22.7K - $23.8K
|
12.1K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-409- 1.73% |
$23.2K - $24.3K
|
23.3K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-447- 2.54% |
$25.3K - $26.5K
|
17.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-457- 4.69% |
$25.9K - $27.1K
|
9.28K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-466- 3.71% |
$26.4K - $27.7K
|
12.1K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-468- 10.63% |
$26.5K - $27.8K
|
3.93K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-502- 11.03% |
$28.4K - $29.8K
|
4.05K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-513- 10.42% |
$29.1K - $30.5K
|
4.41K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-516- 6.32% |
$29.2K - $30.6K
|
7.64K
$471K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-537- 7.4% |
$30.4K - $31.9K
|
6.72K
$414K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-592- 5.66% |
$33.5K - $35.2K
|
9.87K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-597- 0.72% |
$33.8K - $35.5K
|
82.1K
$5.06M
|