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 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-820- 2.71% |
$43.7K - $46.4K
|
29.4K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-840- 8.57% |
$44.8K - $47.6K
|
8.96K
$520K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 7.22% |
$45.5K - $48.3K
|
11K
$635K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-916- 2.62% |
$48.9K - $51.9K
|
34K
$1.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-921- 1.38% |
$49.1K - $52.1K
|
65.7K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 9.32% |
$54.8K - $58.2K
|
10K
$580K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.08K- 9.6% |
$57.6K - $61.2K
|
10.2K
$590K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.17K- 11.32% |
$62.3K - $66.1K
|
9.15K
$530K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.22K- 7.17% |
$64.9K - $68.9K
|
15.8K
$914K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 3.5% |
$65K - $69K
|
33.5K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.26K- 2.02% |
$67.1K - $71.3K
|
61K
$3.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.31K- 8.81% |
$70K - $74.3K
|
13.6K
$788K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 7.7% |
$72.9K - $77.4K
|
16.4K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.38K- 9.0% |
$73.7K - $78.2K
|
14K
$810K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.39K- 15.76% |
$74K - $78.6K
|
7.42K
$430K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.42K- 8.57% |
$75.8K - $80.4K
|
15.2K
$878K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.44K- 44.57% |
$76.8K - $81.5K
|
1.79K
$104K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.47K- 8.46% |
$78.4K - $83.2K
|
15.9K
$922K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.59K- 1.41% |
$84.8K - $90K
|
111K
$6.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.6K- 29.27% |
$85.1K - $90.3K
|
3.86K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 0.98% |
$90.6K - $96.1K
|
172K
$9.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.74K- 3.66% |
$92.9K - $98.6K
|
45.9K
$2.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.88K- 6.43% |
$100K - $106K
|
27.3K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.89K- 4.5% |
$101K - $107K
|
40.1K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.97K- 16.6% |
$105K - $112K
|
9.9K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.05KClosed |
$110K - $116K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.13K- 4.23% |
$113K - $120K
|
48.1K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18K- 21.71% |
$116K - $123K
|
7.86K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.2K- 6.7% |
$117K - $125K
|
30.7K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.23K- 11.79% |
$119K - $126K
|
16.7K
$966K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.25K- 9.46% |
$120K - $127K
|
21.5K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 28.76% |
$134K - $143K
|
6.24K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.53K- 39.81% |
$135K - $143K
|
3.83K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 10.92% |
$139K - $147K
|
21.2K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.67K- 2.57% |
$142K - $151K
|
101K
$5.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.81K- 10.7% |
$150K - $159K
|
23.4K
$1.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 3.53% |
$151K - $160K
|
77.2K
$4.47M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2.84K- 7.66% |
$152K - $161K
|
34.3K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.04K- 40.52% |
$162K - $172K
|
4.47K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.05K- 3.68% |
$163K - $173K
|
80K
$4.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.1K- 19.86% |
$165K - $176K
|
12.5K
$726K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.12K- 2.84% |
$166K - $176K
|
107K
$6.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.14K- 42.74% |
$168K - $178K
|
4.21K
$244K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.28K- 8.7% |
$175K - $186K
|
34.5K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.31K- 22.96% |
$176K - $187K
|
11.1K
$643K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.47K- 8.88% |
$185K - $197K
|
35.6K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.56K- 7.12% |
$190K - $201K
|
46.4K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 1.2% |
$200K - $212K
|
309K
$17.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4K- 4.41% |
$213K - $227K
|
86.7K
$5.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.37K- 42.12% |
$233K - $247K
|
6K
$348K
|