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 | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
915K+ 2438.39% |
$50.6M - $52.4M
|
953K
$55.2M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
511KNew |
$28.2M - $29.3M
|
511K
$29.6M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
317KNew |
$17.5M - $18.2M
|
317K
$18.4M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
115K+ 8424.25% |
$6.37M - $6.61M
|
117K
$6.77M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 67.53% |
$6.34M - $6.57M
|
285K
$16.5M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.2K+ 2034.91% |
$4.15M - $4.31M
|
78.9K
$4.57M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
74.3KNew |
$4.1M - $4.25M
|
74.3K
$4.31M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.9KNew |
$2.48M - $2.58M
|
44.9K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
40.9KNew |
$2.26M - $2.34M
|
40.9K
$2.37M
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
38.3KNew |
$2.11M - $2.19M
|
38.3K
$2.22M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.8KNew |
$2.09M - $2.16M
|
37.8K
$2.19M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
37.3K+ 47.21% |
$2.06M - $2.14M
|
116K
$6.75M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 20.3% |
$1.68M - $1.74M
|
180K
$10.4M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
30KNew |
$1.66M - $1.72M
|
30K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.7K+ 10.83% |
$1.59M - $1.65M
|
294K
$17.1M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.3KNew |
$1.51M - $1.57M
|
27.3K
$1.59M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
24.8KNew |
$1.37M - $1.42M
|
24.8K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
23.9K+ 398.81% |
$1.32M - $1.37M
|
29.9K
$1.73M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.2KNew |
$1.28M - $1.33M
|
23.2K
$1.35M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 153.85% |
$1.06M - $1.1M
|
31.8K
$1.84M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.5KNew |
$1.02M - $1.06M
|
18.5K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
17.8KNew |
$984K - $1.02M
|
17.8K
$1.03M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.6K+ 1.16% |
$916K - $950K
|
1.45M
$83.8M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
15.3K+ 24.55% |
$844K - $875K
|
77.5K
$4.49M
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.1KNew |
$671K - $696K
|
12.1K
$704K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
12K+ 66.1% |
$661K - $685K
|
30.1K
$1.74M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
11.3K+ 13.72% |
$622K - $645K
|
93.3K
$5.41M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
11K+ 66.0% |
$606K - $629K
|
27.6K
$1.6M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.63K+ 4.26% |
$532K - $552K
|
236K
$13.7M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9KNew |
$497K - $515K
|
9K
$522K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.8K+ 28.03% |
$486K - $504K
|
40.2K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.2KNew |
$453K - $470K
|
8.2K
$476K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.44K+ 224.11% |
$411K - $426K
|
10.8K
$624K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.82K+ 1.82% |
$377K - $391K
|
383K
$22.2M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.29K+ 3.12% |
$347K - $360K
|
208K
$12M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
6.09K+ 41.24% |
$336K - $349K
|
20.9K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
5.89K+ 1.59% |
$325K - $337K
|
376K
$21.8M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.85KNew |
$323K - $335K
|
5.85K
$339K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.74KNew |
$317K - $329K
|
5.74K
$333K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.71KNew |
$316K - $327K
|
5.71K
$331K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.63K+ 3451.53% |
$311K - $322K
|
5.79K
$336K
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.99KNew |
$275K - $286K
|
4.99K
$289K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.86KNew |
$268K - $278K
|
4.86K
$282K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.84KNew |
$267K - $277K
|
4.84K
$280K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 4.35% |
$266K - $276K
|
116K
$6.71M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.54K+ 10.17% |
$251K - $260K
|
49.1K
$2.85M
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
4.29KNew |
$237K - $246K
|
4.29K
$249K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25KNew |
$235K - $243K
|
4.25K
$246K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.16K+ 0.37% |
$230K - $238K
|
1.13M
$65.4M
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.95K+ 4.98% |
$218K - $226K
|
83.3K
$4.83M
|