Purchases and Sales Made in Q2 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.18M+ 677.97% |
$55.3M - $63.7M
|
1.35M
$78.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
506K+ 84.45% |
$23.8M - $27.4M
|
1.1M
$64.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
353K+ 732.43% |
$16.6M - $19.1M
|
401K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 19.82% |
$10.5M - $12.1M
|
1.35M
$78.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
206K+ 22.44% |
$9.71M - $11.2M
|
1.12M
$65.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
182K+ 742.22% |
$8.59M - $9.89M
|
207K
$12M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
106KNew |
$4.99M - $5.75M
|
106K
$6.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
97K+ 84.41% |
$4.56M - $5.26M
|
212K
$12.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.2K+ 45.89% |
$4.29M - $4.95M
|
290K
$16.8M
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
83.7K+ 35.6% |
$3.94M - $4.54M
|
319K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.9K+ 37.15% |
$3.43M - $3.95M
|
269K
$15.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65KNew |
$3.06M - $3.53M
|
65K
$3.77M
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
65KNew |
$3.06M - $3.53M
|
65K
$3.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
43.7K+ 61.02% |
$2.06M - $2.37M
|
115K
$6.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.2K+ 52.54% |
$1.8M - $2.07M
|
111K
$6.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.2KNew |
$1.37M - $1.58M
|
29.2K
$1.69M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 8.03% |
$1.32M - $1.52M
|
377K
$21.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 8.03% |
$1.32M - $1.52M
|
377K
$21.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
27.2K+ 54.41% |
$1.28M - $1.48M
|
77.3K
$4.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
24K+ 1.58% |
$1.13M - $1.3M
|
1.54M
$89.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22.3K+ 9.42% |
$1.05M - $1.21M
|
259K
$15M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17.3K+ 242.12% |
$813K - $936K
|
24.4K
$1.41M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
15.1KNew |
$709K - $816K
|
15.1K
$873K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
13.6K+ 12.47% |
$642K - $739K
|
123K
$7.13M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
12.6K+ 70.65% |
$591K - $680K
|
30.3K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3K+ 100.78% |
$532K - $613K
|
22.5K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 3.02% |
$529K - $609K
|
383K
$22.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2K+ 59.48% |
$526K - $606K
|
30K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$482K - $555K
|
10.2K
$594K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.1KNew |
$474K - $546K
|
10.1K
$584K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.38KNew |
$442K - $509K
|
9.38K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.92K+ 18.49% |
$420K - $483K
|
57.1K
$3.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.41K+ 82.47% |
$396K - $456K
|
18.6K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
8.14K+ 8.08% |
$383K - $441K
|
109K
$6.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
7.73KNew |
$364K - $419K
|
7.73K
$448K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.49KNew |
$353K - $406K
|
7.49K
$434K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.2KNew |
$339K - $390K
|
7.2K
$418K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5.97K+ 63.81% |
$281K - $324K
|
15.3K
$889K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$280K - $322K
|
5.95K
$345K
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.43K+ 13.59% |
$255K - $294K
|
45.3K
$2.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.17KNew |
$243K - $280K
|
5.17K
$300K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.9K+ 12.19% |
$231K - $266K
|
45.1K
$2.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$213K - $245K
|
4.52K
$262K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.25K+ 59.6% |
$200K - $230K
|
11.4K
$660K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.18K+ 30.68% |
$197K - $226K
|
17.8K
$1.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.02K+ 421.83% |
$189K - $218K
|
4.97K
$288K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.82K+ 24.7% |
$180K - $207K
|
19.3K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.72K+ 27.96% |
$175K - $202K
|
17K
$987K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 486.14% |
$175K - $202K
|
4.48K
$260K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 26.92% |
$169K - $195K
|
17K
$984K
|