Purchases and Sales Made in Q3 2021 in Ishares Tr Core Growth Allocat (AOR)

This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2021. 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
Nov 01, 2021 Q3 2021	Ae Wealth Management LLC	BUY	-	915K + 2438.39%	$50.6M - $52.4M	953K $56.3M
Nov 12, 2021 Q3 2021	Bell Investment Advisors, Inc Oakland, CA	BUY	-	511K New	$28.2M - $29.3M	511K $30.2M
Nov 15, 2021 Q3 2021	Morgan Stanley New York, NY	BUY	-	317K New	$17.5M - $18.2M	317K $18.7M
Oct 26, 2021 Q3 2021	West End Advisors, LLC	BUY	-	115K + 8424.25%	$6.37M - $6.61M	117K $6.89M
Nov 15, 2021 Q3 2021	Royal Bank Of Canada Toronto, A6	BUY	-	115K + 67.53%	$6.34M - $6.57M	285K $16.8M
Nov 12, 2021 Q3 2021	Qube Research & Technologies LTD London, X0	BUY	-	75.2K + 2034.91%	$4.15M - $4.31M	78.9K $4.66M
Oct 14, 2021 Q3 2021	Marino, Stram & Associates LLC	BUY	-	74.3K New	$4.1M - $4.25M	74.3K $4.39M
Nov 15, 2021 Q3 2021	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	44.9K New	$2.48M - $2.58M	44.9K $2.66M
Nov 12, 2021 Q3 2021	Brown Advisory Inc	BUY	-	40.9K New	$2.26M - $2.34M	40.9K $2.42M
Oct 27, 2021 Q3 2021	Brightworth	BUY	-	38.3K New	$2.11M - $2.19M	38.3K $2.26M
Nov 12, 2021 Q3 2021	Geo Wealth Management, LLC Chicago, IL	BUY	-	37.8K New	$2.09M - $2.16M	37.8K $2.23M
Nov 15, 2021 Q3 2021	Lbmc Investment Advisors, LLC	BUY	-	37.3K + 47.21%	$2.06M - $2.14M	116K $6.88M
Nov 05, 2021 Q3 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	30.4K + 20.3%	$1.68M - $1.74M	180K $10.6M
Nov 09, 2021 Q3 2021	Barclays PLC London, X0	BUY	-	30K New	$1.66M - $1.72M	30K $1.77M
Nov 15, 2021 Q3 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	28.7K + 10.83%	$1.59M - $1.65M	294K $17.4M
Nov 15, 2021 Q3 2021	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	27.3K New	$1.51M - $1.57M	27.3K $1.62M
Nov 05, 2021 Q3 2021	Pfg Advisors	BUY	-	24.8K New	$1.37M - $1.42M	24.8K $1.47M
Nov 12, 2021 Q3 2021	Old Mission Capital LLC	BUY	-	23.9K + 398.81%	$1.32M - $1.37M	29.9K $1.77M
Nov 15, 2021 Q3 2021	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	23.2K New	$1.28M - $1.33M	23.2K $1.37M
Nov 16, 2021 Q3 2021	Jane Street Group, LLC New York, NY	BUY	-	19.3K + 153.85%	$1.06M - $1.1M	31.8K $1.88M
Nov 05, 2021 Q3 2021	Moors & Cabot, Inc. Boston, MA	BUY	-	18.5K New	$1.02M - $1.06M	18.5K $1.1M
Nov 12, 2021 Q3 2021	Relative Value Partners Group, LLC Northbrook, IL	BUY	-	17.8K New	$984K - $1.02M	17.8K $1.05M
Nov 09, 2021 Q3 2021	Black Rock Inc. New York, NY	BUY	-	16.6K + 1.16%	$916K - $950K	1.45M $85.4M
Nov 05, 2021 Q3 2021	Calton & Associates, Inc.	BUY	-	15.3K + 24.55%	$844K - $875K	77.5K $4.58M
Nov 10, 2021 Q3 2021	Roman Butler Fullerton & CO	BUY	-	12.1K New	$671K - $696K	12.1K $717K
Nov 16, 2021 Q3 2021	Advisor Resource Council	BUY	-	12K + 66.1%	$661K - $685K	30.1K $1.78M
Oct 27, 2021 Q3 2021	Aspiriant, LLC	BUY	-	11.3K + 13.72%	$622K - $645K	93.3K $5.51M
Oct 15, 2021 Q3 2021	Fifth Third Bancorp	BUY	-	11K + 66.0%	$606K - $629K	27.6K $1.63M
Nov 04, 2021 Q3 2021	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	9.63K + 4.26%	$532K - $552K	236K $13.9M
Nov 02, 2021 Q3 2021	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	9K New	$497K - $515K	9K $531K
Oct 07, 2021 Q3 2021	Envestnet Asset Management Inc	BUY	-	8.8K + 28.03%	$486K - $504K	40.2K $2.38M
Nov 12, 2021 Q3 2021	Jpmorgan Chase & CO New York, NY	BUY	-	8.2K New	$453K - $470K	8.2K $485K
Feb 15, 2022 Q3 2021	Lido Advisors, LLC Los Angeles, CA	BUY	-	7.44K + 224.11%	$411K - $426K	10.8K $635K
Nov 15, 2021 Q3 2021	Wells Fargo & Company San Francisco, CA	BUY	-	6.82K + 1.82%	$377K - $391K	383K $22.6M
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	6.29K + 3.12%	$347K - $360K	208K $12.3M
Oct 22, 2021 Q3 2021	Legacy Financial Group LLC	BUY	-	6.09K + 41.24%	$336K - $349K	20.9K $1.23M
Nov 12, 2021 Q3 2021	Assetmark, Inc	BUY	-	5.89K + 1.59%	$325K - $337K	376K $22.2M
Nov 04, 2021 Q3 2021	Brighton Jones LLC	BUY	-	5.85K New	$323K - $335K	5.85K $345K
Oct 20, 2021 Q3 2021	Stone X Group Inc.	BUY	-	5.74K New	$317K - $329K	5.74K $339K
Nov 09, 2021 Q3 2021	Valmark Advisers, Inc.	BUY	-	5.71K New	$316K - $327K	5.71K $337K
Oct 21, 2021 Q3 2021	Lloyd Advisory Services, Llc. Suwanee, GA	BUY	-	5.63K + 3451.53%	$311K - $322K	5.79K $342K
Nov 01, 2021 Q3 2021	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	4.99K New	$275K - $286K	4.99K $295K
Nov 09, 2021 Q3 2021	Advisory Alpha, LLC	BUY	-	4.86K New	$268K - $278K	4.86K $287K
Oct 28, 2021 Q3 2021	Intrua Financial, LLC Houston, TX	BUY	-	4.84K New	$267K - $277K	4.84K $286K
Oct 29, 2021 Q3 2021	Commonwealth Equity Services, LLC	BUY	-	4.82K + 4.35%	$266K - $276K	116K $6.84M
Nov 12, 2021 Q3 2021	Visionary Wealth Advisors O'fallon, IL	BUY	-	4.54K + 10.17%	$251K - $260K	49.1K $2.9M
Nov 09, 2021 Q3 2021	Compass Advisory Group LLC	BUY	-	4.29K New	$237K - $246K	4.29K $253K
Oct 12, 2021 Q3 2021	Ifg Advisory, LLC	BUY	-	4.25K New	$235K - $243K	4.25K $251K
Nov 15, 2021 Q3 2021	Bank Of America Corp Charlotte, NC	BUY	-	4.16K + 0.37%	$230K - $238K	1.13M $66.6M
Nov 08, 2021 Q3 2021	Madrona Financial Services, LLC	BUY	-	3.95K + 4.98%	$218K - $226K	83.3K $4.92M

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Account

Purchases and Sales Made in Q3 2021 in Ishares Tr Core Growth Allocat (AOR)

915K

511K

317K

115K

115K

75.2K

74.3K

44.9K

40.9K

38.3K

37.8K

37.3K

30.4K

30K

28.7K

27.3K

24.8K

23.9K

23.2K

19.3K

18.5K

17.8K

16.6K

15.3K

12.1K

12K

11.3K

11K

9.63K

9K

8.8K

8.2K

7.44K

6.82K

6.29K

6.09K

5.89K

5.85K

5.74K

5.71K

5.63K

4.99K

4.86K

4.84K

4.82K

4.54K

4.29K

4.25K

4.16K

3.95K

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