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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.9K- 67.38% |
$700K - $806K
|
7.2K
$418K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.3K- 5.59% |
$816K - $940K
|
293K
$17M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.3K- 23.32% |
$1.05M - $1.21M
|
73.3K
$4.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-42K- 7.88% |
$1.98M - $2.28M
|
491K
$28.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-43.6K- 22.21% |
$2.05M - $2.36M
|
153K
$8.85M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-65.8KClosed |
$3.1M - $3.57M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-71.3K- 64.41% |
$3.36M - $3.87M
|
39.4K
$2.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-94.1KClosed |
$4.43M - $5.1M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-101K- 58.22% |
$4.76M - $5.49M
|
72.6K
$4.21M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 93.71% |
$5.07M - $5.84M
|
7.24K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-158K- 27.02% |
$7.45M - $8.58M
|
428K
$24.8M
|