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

AOR Quotes by TradingView

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
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.68K
New
$203K - $211K
3.68K $213K
Nov 15, 2021 Q3 2021
First Ascent Asset Management, LLC

BUY
 -
3.26K
+ 11.08%
$180K - $187K
32.7K $1.9M
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
3.2K
New
$177K - $183K
3.2K $186K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
3.04K
+ 2.48%
$168K - $174K
126K $7.29M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.61K
+ 5.64%
$144K - $150K
48.9K $2.84M
Nov 12, 2021 Q3 2021
Cpwm, LLC

Seattle, WA
BUY
 -
2.48K
+ 44.96%
$137K - $142K
8K $464K
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

BUY
 -
2.47K
+ 8.23%
$136K - $141K
32.4K $1.88M
Nov 12, 2021 Q3 2021
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
2.19K
+ 3.05%
$121K - $125K
74K $4.29M
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.02K
+ 54.77%
$112K - $116K
5.71K $331K
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

BUY
 -
2.02K
+ 7.96%
$112K - $116K
27.4K $1.59M
Aug 30, 2024 Q3 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.79K
+ 23.7%
$99.1K - $103K
9.36K $543K
Oct 27, 2021 Q3 2021
Patton Albertson Miller Group, LLC

BUY
 -
1.77K
+ 2.32%
$97.6K - $101K
77.8K $4.51M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
1.64K
+ 5.61%
$90.8K - $94.1K
30.9K $1.79M
Oct 14, 2021 Q3 2021
Simpli Fi, Inc.

BUY
 -
1.58K
+ 8.24%
$87.2K - $90.4K
20.7K $1.2M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.53K
+ 18.01%
$84.4K - $87.5K
10K $580K
Oct 13, 2021 Q3 2021
Fort Henry Capital, LLC

BUY
 -
1.52K
+ 1.8%
$83.7K - $86.8K
85.6K $4.96M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.44K
+ 100.28%
$79.8K - $82.7K
2.88K $167K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
1.14K
+ 3.01%
$63.2K - $65.5K
39.2K $2.27M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.14K
+ 2.53%
$63K - $65.4K
46.2K $2.68M
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.04K
+ 5.98%
$57.4K - $59.5K
18.4K $1.07M
Oct 28, 2021 Q3 2021
Weaver Consulting Group

BUY
 -
1.03K
+ 1.15%
$57.1K - $59.2K
91.1K $5.28M
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
951
+ 65.54%
$52.5K - $54.5K
2.4K $139K
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
944
+ 17.72%
$52.2K - $54.1K
6.27K $364K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
886
+ 8.73%
$49K - $50.8K
11K $640K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
841
+ 13.47%
$46.5K - $48.2K
7.08K $411K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
828
+ 2.31%
$45.7K - $47.4K
36.6K $2.12M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
824
+ 7.14%
$45.5K - $47.2K
12.4K $717K
Nov 03, 2021 Q3 2021
Nvwm, LLC

BUY
 -
776
+ 12.51%
$42.9K - $44.5K
6.98K $405K
Nov 10, 2021 Q3 2021
Boston Research & Management Inc

Manchester, MA
BUY
 -
715
+ 7.03%
$39.5K - $41K
10.9K $631K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
704
+ 13.5%
$38.9K - $40.3K
5.92K $343K
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
688
+ 11.11%
$38K - $39.4K
6.88K $399K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
628
+ 3.64%
$34.7K - $36K
17.9K $1.04M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
600
New
$33.2K - $34.4K
600 $34.8K
Nov 12, 2021 Q3 2021
F3 Logic, LLC

BUY
 -
558
+ 8.13%
$30.8K - $32K
7.42K $430K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
550
New
$30.4K - $31.5K
550 $31.9K
Dec 06, 2021 Q3 2021
Fullen Financial Group

BUY
 -
473
+ 4.09%
$26.1K - $27.1K
12.1K $699K
Oct 28, 2021 Q3 2021
Ahrens Investment Partners LLC

BUY
 -
371
+ 4.14%
$20.5K - $21.3K
9.33K $541K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
363
+ 3.06%
$20.1K - $20.8K
12.2K $709K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
318
+ 4.0%
$17.6K - $18.2K
8.26K $479K
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
315
+ 8.37%
$17.4K - $18K
4.08K $236K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

BUY
 -
257
+ 6.12%
$14.2K - $14.7K
4.46K $258K
Nov 12, 2021 Q3 2021
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
250
+ 4.96%
$13.8K - $14.3K
5.29K $307K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
230
+ 2.17%
$12.7K - $13.2K
10.8K $627K
Nov 12, 2021 Q3 2021
Bellwether Advisors, LLC

BUY
 -
228
+ 96.61%
$12.6K - $13.1K
464 $26.9K
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

BUY
 -
209
+ 0.33%
$11.5K - $12K
63.2K $3.67M
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
202
+ 5.49%
$11.2K - $11.6K
3.88K $225K
Oct 13, 2021 Q3 2021
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
192
+ 4.48%
$10.6K - $11K
4.48K $260K
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

BUY
 -
187
+ 3.07%
$10.3K - $10.7K
6.27K $364K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
179
+ 2.48%
$9.89K - $10.3K
7.39K $428K

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