Purchases and Sales Made in Q2 2024 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2024. 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
Aug 09, 2024 Q2 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
612K
New
$32.6M - $34.6M
612K $36.1M
Aug 14, 2024 Q2 2024
Kovitz Investment Group Partners, LLC

BUY
 -
306K
New
$16.3M - $17.3M
306K $18.1M
Jul 24, 2024 Q2 2024
Lebenthal Global Advisors, LLC

BUY
 -
186K
+ 105.05%
$9.92M - $10.5M
363K $21.4M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
168K
+ 1454.27%
$8.98M - $9.53M
180K $10.6M
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
162K
New
$8.64M - $9.18M
162K $9.58M
Aug 15, 2024 Q2 2024
Elevation Capital Advisory, LLC

Bend, OR
BUY
 -
100K
New
$5.33M - $5.66M
100K $5.91M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
58.6K
+ 246.36%
$3.13M - $3.32M
82.4K $4.87M
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
58.4K
+ 145.96%
$3.11M - $3.31M
98.4K $5.81M
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
50K
+ 855.62%
$2.66M - $2.83M
55.8K $3.3M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
49.9K
+ 31.14%
$2.66M - $2.83M
210K $12.4M
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
32.9K
+ 7.92%
$1.75M - $1.86M
448K $26.5M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
30.9K
+ 9.73%
$1.65M - $1.75M
348K $20.6M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
30.9K
+ 9.73%
$1.65M - $1.75M
348K $20.6M
Jul 16, 2024 Q2 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
29K
+ 21.51%
$1.54M - $1.64M
164K $9.67M
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
25K
+ 121.88%
$1.33M - $1.41M
45.5K $2.69M
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
21.2K
New
$1.13M - $1.2M
21.2K $1.25M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
21.1K
New
$1.12M - $1.19M
21.1K $1.25M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
19.4K
New
$1.04M - $1.1M
19.4K $1.15M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.4K
New
$1.03M - $1.1M
19.4K $1.15M
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
15.3K
New
$817K - $867K
15.3K $905K
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
14.6K
+ 233.21%
$778K - $826K
20.8K $1.23M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
12.5K
New
$668K - $709K
12.5K $740K
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
12K
New
$638K - $677K
12K $707K
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
11.6K
New
$617K - $655K
11.6K $683K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.89K
+ 68.21%
$528K - $560K
24.4K $1.44M
Aug 12, 2024 Q2 2024
Adviser Investments LLC

BUY
 -
9.8K
+ 19.78%
$523K - $555K
59.4K $3.51M
Aug 06, 2024 Q2 2024
Efg Asset Management (Americas) Corp.

BUY
 -
9.17K
New
$489K - $519K
9.17K $542K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
8.5K
New
$454K - $481K
8.5K $502K
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
8.45K
+ 11.78%
$451K - $478K
80.1K $4.74M
Jul 17, 2024 Q2 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
7.41K
New
$395K - $419K
7.41K $438K
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
7.14K
New
$381K - $404K
7.14K $422K
Oct 28, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
6.68K
New
$356K - $378K
6.68K $395K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.52K
+ 95.71%
$348K - $369K
13.3K $787K
Jul 16, 2024 Q2 2024
Mason & Associates, LLC

Newport News, VA
BUY
 -
6.49K
New
$346K - $367K
6.49K $383K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
5.99K
New
$319K - $339K
5.99K $354K
Aug 06, 2024 Q2 2024
Koss Olinger Consulting, LLC

BUY
 -
5.93K
New
$316K - $335K
5.93K $350K
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
5.67K
+ 4.74%
$302K - $321K
125K $7.39M
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.45K
+ 42.29%
$291K - $309K
18.3K $1.08M
Aug 14, 2024 Q2 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.3K
+ 2.19%
$283K - $300K
247K $14.6M
Aug 23, 2024 Q2 2024
Somnio Financial Group, LLC

Glastonbury, CT
BUY
 -
5.03K
New
$268K - $285K
5.03K $297K
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
4.76K
New
$254K - $270K
4.76K $281K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.64K
+ 2.61%
$247K - $263K
183K $10.8M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.58K
+ 78.65%
$244K - $259K
10.4K $614K
Aug 14, 2024 Q2 2024
Napa Wealth Management

Napa, CA
BUY
 -
4.49K
+ 56.31%
$240K - $254K
12.5K $737K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.38K
+ 51.3%
$234K - $248K
12.9K $764K
Jul 17, 2024 Q2 2024
Accurate Wealth Management, LLC

BUY
 -
4.33K
New
$231K - $245K
4.33K $256K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
4.3K
New
$229K - $243K
4.3K $254K
Aug 14, 2024 Q2 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.27K
+ 28.97%
$228K - $242K
19K $1.12M
Jul 10, 2024 Q2 2024
Mps Loria Financial Planners, LLC

BUY
 -
4.23K
New
$226K - $240K
4.23K $250K

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