Purchases and Sales Made in Q2 2025 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q2 2025. 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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
381KNew |
$20.3M - $23.5M
|
381K
$23.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43K+ 25.37% |
$2.3M - $2.65M
|
213K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.49K+ 490.18% |
$506K - $584K
|
11.4K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
7.89K+ 60.2% |
$421K - $486K
|
21K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.83K+ 9.17% |
$418K - $482K
|
93.2K
$5.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.33K+ 118.49% |
$391K - $451K
|
13.5K
$829K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.57KNew |
$350K - $404K
|
6.57K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.22KNew |
$332K - $383K
|
6.22K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.75KNew |
$307K - $354K
|
5.75K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.43K+ 37.61% |
$290K - $334K
|
19.9K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.91K+ 1.67% |
$262K - $303K
|
300K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.26KNew |
$227K - $262K
|
4.26K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$221K - $255K
|
4.14K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.85KNew |
$205K - $237K
|
3.85K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.35K+ 27.71% |
$179K - $206K
|
15.5K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.86K+ 63.25% |
$153K - $176K
|
7.39K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.1K+ 2.54% |
$112K - $129K
|
84.8K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 8.93% |
$106K - $123K
|
24.3K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.86KNew |
$99.3K - $115K
|
1.86K
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 4.82% |
$60K - $69.3K
|
24.5K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$50.7K - $58.5K
|
950
$58.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
854+ 4.89% |
$45.6K - $52.6K
|
18.3K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
761New |
$40.6K - $46.9K
|
761
$46.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
760+ 7.88% |
$40.6K - $46.8K
|
10.4K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
636+ 4.02% |
$33.9K - $39.2K
|
16.5K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
543+ 8.08% |
$29K - $33.4K
|
7.26K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
530+ 63.86% |
$28.3K - $32.6K
|
1.36K
$83.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
371+ 3.06% |
$19.8K - $22.8K
|
12.5K
$767K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
282+ 3.54% |
$15K - $17.4K
|
8.25K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
278+ 2.37% |
$14.8K - $17.1K
|
12K
$736K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
257+ 3.78% |
$13.7K - $15.8K
|
7.06K
$433K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
233+ 1.2% |
$12.4K - $14.3K
|
19.6K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
215+ 0.38% |
$11.5K - $13.2K
|
57.3K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 1.29% |
$7.04K - $8.13K
|
10.4K
$636K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
114+ 1.54% |
$6.08K - $7.02K
|
7.51K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
107+ 0.46% |
$5.71K - $6.59K
|
23.4K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
104+ 0.85% |
$5.55K - $6.4K
|
12.4K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 0.77% |
$4.06K - $4.68K
|
9.89K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
55+ 0.51% |
$2.93K - $3.39K
|
10.8K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.45K - $2.83K
|
18.1K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$480 - $554
|
2.83K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 0.16% |
$320 - $369
|
3.7K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$107 - $123
|
1.22K
$74.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$53.4 - $61.6
|
681
$41.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.04% |
$53.4 - $61.6
|
2.45K
$150K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 1.5% |
$374 - $431
|
460
$28.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26- 0.32% |
$1.39K - $1.6K
|
8.04K
$493K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-93- 0.94% |
$4.96K - $5.73K
|
9.81K
$602K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-103- 1.18% |
$5.5K - $6.34K
|
8.61K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-111- 14.8% |
$5.92K - $6.83K
|
639
$39.2K
|