Purchases and Sales Made in Q2 2024 in Ishares Tr Core Growth Allocat (AOR)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.1K+ 4.75% |
$219K - $232K
|
90.4K
$5.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.86KNew |
$206K - $219K
|
3.86K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.79KNew |
$202K - $214K
|
3.79K
$220K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.72K+ 5.46% |
$198K - $210K
|
71.8K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.67KNew |
$196K - $208K
|
3.67K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.62KNew |
$193K - $205K
|
3.62K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.62KNew |
$193K - $205K
|
3.62K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.59KNew |
$191K - $203K
|
3.59K
$208K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.3KNew |
$176K - $187K
|
3.3K
$191K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 15.55% |
$173K - $184K
|
24.1K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.23K+ 8.96% |
$172K - $183K
|
39.3K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.26K+ 24.79% |
$121K - $128K
|
11.4K
$661K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.05K+ 35.8% |
$109K - $116K
|
7.76K
$450K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.04K+ 13.11% |
$109K - $116K
|
17.6K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2K+ 3.02% |
$107K - $113K
|
68.1K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 18.5% |
$105K - $111K
|
12.6K
$728K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.65K+ 23.64% |
$87.9K - $93.3K
|
8.62K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.59K+ 3.01% |
$84.9K - $90.1K
|
54.5K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$77.1K - $81.9K
|
1.45K
$83.8K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$72.4K - $76.9K
|
1.36K
$78.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.25K+ 9.9% |
$66.9K - $71K
|
13.9K
$807K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.23K+ 14.36% |
$65.5K - $69.6K
|
9.79K
$568K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
1.12K+ 10.9% |
$59.8K - $63.5K
|
11.4K
$661K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
903+ 11.24% |
$48.2K - $51.1K
|
8.94K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
888New |
$47.4K - $50.3K
|
888
$51.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
854+ 8.34% |
$45.5K - $48.3K
|
11.1K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
851+ 3.99% |
$45.4K - $48.2K
|
22.2K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
846+ 11.96% |
$45.1K - $47.9K
|
7.92K
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
731New |
$39K - $41.4K
|
731
$42.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
728+ 8.02% |
$38.8K - $41.2K
|
9.8K
$568K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
675+ 1.65% |
$36K - $38.2K
|
41.5K
$2.41M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
612New |
$32.6K - $34.6K
|
612
$35.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
602+ 0.78% |
$32.1K - $34.1K
|
77.5K
$4.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
558+ 8.22% |
$29.8K - $31.6K
|
7.34K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
551+ 5.27% |
$29.4K - $31.2K
|
11K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
503+ 4.16% |
$26.8K - $28.5K
|
12.6K
$730K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500New |
$26.7K - $28.3K
|
500
$29K
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
496+ 0.84% |
$26.5K - $28.1K
|
59.8K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 74.24% |
$26.1K - $27.7K
|
1.15K
$66.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
445+ 2.33% |
$23.7K - $25.2K
|
19.5K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444+ 3.8% |
$23.7K - $25.1K
|
12.1K
$704K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
406+ 1.47% |
$21.7K - $23K
|
28.1K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
406+ 3.9% |
$21.7K - $23K
|
10.8K
$626K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
389+ 0.54% |
$20.7K - $22K
|
72.1K
$4.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
383+ 4.15% |
$20.4K - $21.7K
|
9.6K
$557K
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
379+ 7.23% |
$20.2K - $21.5K
|
5.62K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
376+ 1.57% |
$20.1K - $21.3K
|
24.3K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
364+ 0.26% |
$19.4K - $20.6K
|
139K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
345+ 8.71% |
$18.4K - $19.5K
|
4.31K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
331+ 6.5% |
$17.7K - $18.7K
|
5.42K
$314K
|