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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
176+ 4.63% |
$9.72K - $10.1K
|
3.98K
$231K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
174+ 2.45% |
$9.61K - $9.97K
|
7.27K
$421K
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
BUY
|
- |
170+ 2.62% |
$9.39K - $9.74K
|
6.66K
$386K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
151+ 0.79% |
$8.34K - $8.65K
|
19.2K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
145+ 62.5% |
$8.01K - $8.31K
|
377
$21.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
137+ 3.27% |
$7.57K - $7.85K
|
4.32K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
128+ 2.81% |
$7.07K - $7.33K
|
4.68K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
119+ 0.86% |
$6.57K - $6.82K
|
13.9K
$807K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
116+ 2.45% |
$6.41K - $6.65K
|
4.85K
$281K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
106New |
$5.86K - $6.07K
|
106
$6.15K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
104+ 0.43% |
$5.75K - $5.96K
|
24.4K
$1.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91+ 13.79% |
$5.03K - $5.21K
|
751
$43.5K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
88+ 0.55% |
$4.86K - $5.04K
|
16.2K
$939K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
87New |
$4.81K - $4.98K
|
87
$5.04K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
84+ 0.95% |
$4.64K - $4.81K
|
8.89K
$516K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 2.87% |
$4.42K - $4.58K
|
2.87K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80+ 1.25% |
$4.42K - $4.58K
|
6.48K
$376K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
79+ 1.65% |
$4.36K - $4.53K
|
4.85K
$281K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
77+ 1.27% |
$4.25K - $4.41K
|
6.14K
$356K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
74+ 0.19% |
$4.09K - $4.24K
|
38.3K
$2.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
68+ 0.59% |
$3.76K - $3.9K
|
11.6K
$674K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 0.58% |
$3.48K - $3.61K
|
11K
$636K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
59+ 0.49% |
$3.26K - $3.38K
|
12.1K
$699K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
58+ 11.81% |
$3.2K - $3.32K
|
549
$31.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 1.57% |
$2.93K - $3.04K
|
3.43K
$199K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
52+ 0.66% |
$2.87K - $2.98K
|
7.95K
$461K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39+ 1.0% |
$2.15K - $2.23K
|
3.94K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
37+ 0.82% |
$2.04K - $2.12K
|
4.55K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 5.37% |
$1.93K - $2.01K
|
687
$39.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
33+ 0.4% |
$1.82K - $1.89K
|
8.26K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
29+ 0.61% |
$1.6K - $1.66K
|
4.8K
$278K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 0.85% |
$1.44K - $1.49K
|
3.07K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18+ 0.4% |
$995 - $1.03K
|
4.56K
$264K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.5% |
$939 - $974
|
3.42K
$198K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12+ 0.18% |
$663 - $687
|
6.66K
$386K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.17% |
$608 - $630
|
6.66K
$386K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.25% |
$553 - $573
|
3.99K
$231K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.55% |
$553 - $573
|
1.83K
$106K
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9+ 0.07% |
$497 - $516
|
12.9K
$748K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.39% |
$332 - $344
|
1.55K
$90.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
6+ 0.11% |
$332 - $344
|
5.55K
$321K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.06% |
$276 - $286
|
8.92K
$517K
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.01% |
$221 - $229
|
48.8K
$2.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
3+ 0.76% |
$166 - $172
|
398
$23.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.47% |
$111 - $115
|
432
$25K
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$111 - $115
|
4.98K
$288K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$111 - $115
|
6.08K
$353K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.69% |
$55.3 - $57.3
|
146
$8.47K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.56% |
$55.3 - $57.3
|
40
$2.32K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.3% |
$55.3 - $57.3
|
330
$19.1K
|