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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
315+ 1.99% |
$16.8K - $17.8K
|
16.1K
$935K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 1.0% |
$15.7K - $16.7K
|
29.9K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
285+ 4.32% |
$15.2K - $16.1K
|
6.88K
$399K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
246+ 3.63% |
$13.1K - $13.9K
|
7.02K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
231+ 5.75% |
$12.3K - $13.1K
|
4.25K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
228+ 3.64% |
$12.2K - $12.9K
|
6.49K
$376K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
225+ 84.91% |
$12K - $12.7K
|
490
$28.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
216+ 1.08% |
$11.5K - $12.2K
|
20.1K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
215+ 4.02% |
$11.5K - $12.2K
|
5.57K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
210+ 4.23% |
$11.2K - $11.9K
|
5.17K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
191New |
$10.2K - $10.8K
|
191
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
178+ 0.52% |
$9.49K - $10.1K
|
34.6K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
176+ 3.28% |
$9.39K - $9.96K
|
5.54K
$321K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 0.22% |
$9.01K - $9.57K
|
76.7K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
159+ 5.66% |
$8.48K - $9K
|
2.97K
$172K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
127+ 11.59% |
$6.77K - $7.19K
|
1.22K
$70.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
104+ 2.1% |
$5.55K - $5.89K
|
5.05K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
81+ 0.4% |
$4.32K - $4.59K
|
20.1K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
74+ 0.77% |
$3.95K - $4.19K
|
9.68K
$561K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 0.82% |
$3.73K - $3.96K
|
8.61K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65+ 162.5% |
$3.47K - $3.68K
|
105
$6.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
65+ 0.52% |
$3.47K - $3.68K
|
12.7K
$736K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
42+ 7.73% |
$2.24K - $2.38K
|
585
$33.9K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
35New |
$1.87K - $1.98K
|
35
$2.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34+ 0.25% |
$1.81K - $1.92K
|
13.4K
$780K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
30+ 0.27% |
$1.6K - $1.7K
|
11.3K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20New |
$1.07K - $1.13K
|
20
$1.16K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.38% |
$960 - $1.02K
|
4.7K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14New |
$747 - $793
|
14
$812
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 0.03% |
$640 - $679
|
41K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 66.67% |
$640 - $679
|
30
$1.74K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 0.17% |
$480 - $509
|
5.26K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 8.0% |
$427 - $453
|
108
$6.26K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$427 - $453
|
2.78K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7+ 0.05% |
$373 - $396
|
13.9K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.11% |
$373 - $396
|
6.38K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.15% |
$320 - $340
|
4.03K
$234K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.5% |
$213 - $226
|
811
$47K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.35% |
$160 - $170
|
855
$49.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.41% |
$160 - $170
|
726
$42.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2+ 0.02% |
$107 - $113
|
9.3K
$539K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$107 - $113
|
10.7K
$622K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.41% |
$107 - $113
|
487
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 1.49% |
$53.3 - $56.6
|
66
$3.83K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.14% |
$53.3 - $56.6
|
691
$40.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.23% |
$107 - $113
|
860
$49.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.14% |
$267 - $283
|
3.66K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 0.66% |
$427 - $453
|
1.2K
$69.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 2.75% |
$480 - $509
|
318
$18.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-11- 0.11% |
$587 - $623
|
9.77K
$566K
|