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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63KNew |
$124K - $143K
|
2.63K
$153K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.21K+ 4.72% |
$104K - $120K
|
49.1K
$2.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 48.73% |
$96.7K - $111K
|
6.27K
$364K
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
1.82K+ 7.42% |
$85.8K - $98.8K
|
26.4K
$1.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.7K+ 13.42% |
$80.1K - $92.3K
|
14.4K
$834K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.49K+ 0.8% |
$70.1K - $80.7K
|
188K
$10.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.48K+ 10.17% |
$69.8K - $80.4K
|
16.1K
$931K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.28K+ 8.5% |
$60K - $69.1K
|
16.3K
$943K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.26K+ 20.89% |
$59.1K - $68.1K
|
7.27K
$421K
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.19K+ 1.75% |
$55.8K - $64.3K
|
68.9K
$3.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 19.66% |
$53.4K - $61.5K
|
6.9K
$400K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 4700.0% |
$53.1K - $61.2K
|
1.15K
$66.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 6.49% |
$50.3K - $57.9K
|
17.5K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
818+ 9.12% |
$38.5K - $44.4K
|
9.78K
$567K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
812+ 34.09% |
$38.2K - $44K
|
3.19K
$185K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
784+ 6.43% |
$36.9K - $42.5K
|
13K
$753K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
772New |
$36.3K - $41.9K
|
772
$44.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
755New |
$35.5K - $40.9K
|
755
$43.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
745+ 17.0% |
$35.1K - $40.4K
|
5.13K
$297K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
581+ 5.35% |
$27.3K - $31.5K
|
11.4K
$663K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
525+ 4.24% |
$24.7K - $28.5K
|
12.9K
$749K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
493+ 7.49% |
$23.2K - $26.7K
|
7.08K
$410K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
467+ 9.27% |
$22K - $25.3K
|
5.51K
$319K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
406+ 4.58% |
$19.1K - $22K
|
9.27K
$537K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
400New |
$18.8K - $21.7K
|
400
$23.2K
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
384+ 3.13% |
$18.1K - $20.8K
|
12.7K
$735K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
380+ 2.93% |
$17.9K - $20.6K
|
13.4K
$774K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
370+ 2.41% |
$17.4K - $20.1K
|
15.7K
$913K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
352New |
$16.6K - $19.1K
|
352
$20.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
349+ 7.16% |
$16.4K - $18.9K
|
5.22K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
323+ 0.67% |
$15.2K - $17.5K
|
48.8K
$2.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
311+ 5.75% |
$14.6K - $16.9K
|
5.72K
$332K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
305+ 4.94% |
$14.4K - $16.5K
|
6.48K
$376K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
296+ 4.8% |
$13.9K - $16K
|
6.46K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
257New |
$12.1K - $13.9K
|
257
$14.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
232+ 3.08% |
$10.9K - $12.6K
|
7.76K
$450K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
232+ 1.42% |
$10.9K - $12.6K
|
16.6K
$963K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
230+ 13.52% |
$10.8K - $12.5K
|
1.93K
$112K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
223+ 0.31% |
$10.5K - $12.1K
|
71.9K
$4.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
196New |
$9.23K - $10.6K
|
196
$11.4K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
190+ 1.76% |
$8.94K - $10.3K
|
11K
$638K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
181+ 0.48% |
$8.52K - $9.81K
|
37.9K
$2.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
169+ 0.91% |
$7.95K - $9.16K
|
18.7K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
148+ 3.02% |
$6.97K - $8.02K
|
5.05K
$293K
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
146+ 1.98% |
$6.87K - $7.92K
|
7.53K
$437K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
136+ 0.6% |
$6.4K - $7.37K
|
22.9K
$1.33M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 14.3% |
$6.31K - $7.27K
|
1.07K
$62.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
100+ 1.73% |
$4.71K - $5.42K
|
5.88K
$341K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
71+ 0.09% |
$3.34K - $3.85K
|
79.5K
$4.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
67New |
$3.15K - $3.63K
|
67
$3.88K
|