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 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 0.29% |
$3.01K - $3.47K
|
22.5K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50+ 0.28% |
$2.35K - $2.71K
|
18K
$1.04M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
48+ 0.59% |
$2.26K - $2.6K
|
8.19K
$475K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.34% |
$1.51K - $1.74K
|
9.56K
$554K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.47% |
$1.41K - $1.63K
|
6.4K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
27+ 0.4% |
$1.27K - $1.46K
|
6.73K
$390K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
25+ 0.42% |
$1.18K - $1.36K
|
5.94K
$344K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.19% |
$894 - $1.03K
|
10.1K
$585K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$847 - $976
|
8.65K
$502K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 0.46% |
$706 - $813
|
3.3K
$192K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
13+ 0.26% |
$612 - $705
|
5.08K
$294K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11+ 0.25% |
$518 - $596
|
4.39K
$254K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 6.21% |
$518 - $596
|
188
$10.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 0.34% |
$518 - $596
|
3.25K
$189K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.28% |
$329 - $380
|
2.48K
$144K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 0.11% |
$329 - $380
|
6.5K
$377K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$235 - $271
|
4.86K
$282K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.1% |
$235 - $271
|
5.02K
$291K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$235 - $271
|
5.29K
$306K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 0.39% |
$188 - $217
|
1.02K
$59.3K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.02% |
$141 - $163
|
12.4K
$717K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
3+ 0.45% |
$141 - $163
|
667
$38.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.68% |
$47.1 - $54.2
|
148
$8.58K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$47.1 - $54.2
|
697
$40.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.3% |
$47.1 - $54.2
|
332
$19.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.23% |
$47.1 - $54.2
|
437
$25.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.06% |
$47.1 - $54.2
|
1.8K
$104K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.01% |
$47.1 - $54.2
|
7.51K
$435K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.26% |
$141 - $163
|
1.15K
$66.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5- 0.11% |
$235 - $271
|
4.52K
$262K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-8- 0.19% |
$377 - $434
|
4.19K
$243K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-9- 0.12% |
$424 - $488
|
7.44K
$431K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-10- 0.12% |
$471 - $542
|
8.66K
$502K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 1.34% |
$471 - $542
|
738
$42.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12- 0.14% |
$565 - $651
|
8.71K
$505K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-23- 8.27% |
$1.08K - $1.25K
|
255
$14.8K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-27Closed |
$1.27K - $1.46K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-31Closed |
$1.46K - $1.68K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 0.56% |
$1.55K - $1.79K
|
5.9K
$342K
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-49- 0.76% |
$2.31K - $2.66K
|
6.44K
$373K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 1.81% |
$2.4K - $2.77K
|
2.77K
$160K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-82- 0.71% |
$3.86K - $4.45K
|
11.4K
$661K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-84Closed |
$3.95K - $4.55K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-85- 1.8% |
$4K - $4.61K
|
4.65K
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-86- 0.25% |
$4.05K - $4.66K
|
33.9K
$1.97M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 1.11% |
$4.66K - $5.37K
|
8.79K
$510K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 1.11% |
$4.66K - $5.37K
|
8.79K
$510K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-103- 47.69% |
$4.85K - $5.58K
|
113
$6.55K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-107Closed |
$5.04K - $5.8K
|
0
$0
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-113- 23.44% |
$5.32K - $6.13K
|
369
$21.4K
|