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 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-634- 6.72% |
$35.9K - $37.7K
|
8.8K
$524K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-672- 10.34% |
$38.1K - $39.9K
|
5.83K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-673- 3.58% |
$38.1K - $40K
|
18.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-741- 11.81% |
$42K - $44K
|
5.53K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-757- 5.02% |
$42.9K - $45K
|
14.3K
$853K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-763- 5.75% |
$43.2K - $45.3K
|
12.5K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-763- 41.69% |
$43.2K - $45.3K
|
1.07K
$63.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-801- 16.51% |
$45.4K - $47.6K
|
4.05K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-839- 9.16% |
$47.5K - $49.8K
|
8.32K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-854- 1.31% |
$48.4K - $50.7K
|
64.5K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-872- 12.79% |
$49.4K - $51.8K
|
5.95K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 14.97% |
$49.6K - $52K
|
4.97K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-876- 5.11% |
$49.6K - $52K
|
16.3K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-909- 0.68% |
$51.5K - $54K
|
133K
$7.92M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-975- 1.41% |
$55.2K - $57.9K
|
68.4K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 20.87% |
$59.9K - $62.8K
|
4.01K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.08K- 61.9% |
$61.3K - $64.3K
|
666
$39.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.13K- 10.86% |
$63.8K - $66.9K
|
9.24K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.14K- 8.38% |
$64.6K - $67.8K
|
12.5K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.26K- 11.28% |
$71.3K - $74.8K
|
9.9K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 4.93% |
$76.3K - $80K
|
26K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.59K- 30.02% |
$89.8K - $94.1K
|
3.7K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.59K- 8.04% |
$90.3K - $94.7K
|
18.2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 1.98% |
$92K - $96.5K
|
80.5K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.65K- 4.05% |
$93.4K - $98K
|
39.1K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 1.28% |
$99.6K - $104K
|
136K
$8.08M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.86KClosed |
$106K - $111K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.04K- 7.28% |
$115K - $121K
|
26K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-2.04K- 1.69% |
$116K - $121K
|
119K
$7.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.05K- 14.71% |
$116K - $122K
|
11.9K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 2.35% |
$118K - $124K
|
86.8K
$5.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.99% |
$121K - $127K
|
40.8K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.14K- 2.45% |
$121K - $127K
|
85.4K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.18K- 8.62% |
$124K - $130K
|
23.2K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.22K- 19.23% |
$125K - $132K
|
9.31K
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.27K- 3.84% |
$128K - $135K
|
56.7K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 11.08% |
$134K - $140K
|
19K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 3.12% |
$137K - $143K
|
75K
$4.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.69K- 2.63% |
$152K - $160K
|
99.7K
$5.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.72K- 34.62% |
$154K - $162K
|
5.14K
$306K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 3.86% |
$164K - $172K
|
72K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 12.82% |
$164K - $172K
|
19.7K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 3.87% |
$168K - $176K
|
73.9K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.08K- 10.44% |
$174K - $183K
|
26.4K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.12K- 5.11% |
$177K - $185K
|
58K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.24K- 13.9% |
$183K - $192K
|
20.1K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.26K- 0.48% |
$185K - $194K
|
679K
$40.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-3.7K- 4.92% |
$209K - $220K
|
71.4K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.94K- 63.99% |
$223K - $234K
|
2.22K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 29.64% |
$263K - $275K
|
11K
$656K
|