Purchases and Sales Made in Q3 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2022. 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 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
395K+ 29.27% |
$17.7M - $20.1M
|
1.74M
$101M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
191K+ 47.55% |
$8.54M - $9.72M
|
592K
$34.3M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
175KNew |
$7.84M - $8.92M
|
175K
$10.1M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
139KNew |
$6.21M - $7.07M
|
139K
$8.05M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 55.69% |
$5.28M - $6.01M
|
330K
$19.1M
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
114K+ 289.79% |
$5.12M - $5.82M
|
154K
$8.91M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
68.6K+ 88.69% |
$3.07M - $3.5M
|
146K
$8.46M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
56.8KNew |
$2.54M - $2.89M
|
56.8K
$3.29M
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
47.5K+ 4.22% |
$2.13M - $2.42M
|
1.17M
$68M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46K+ 24.51% |
$2.06M - $2.35M
|
234K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43K+ 593.88% |
$1.92M - $2.19M
|
50.2K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.5K+ 3.39% |
$1.68M - $1.91M
|
1.14M
$66.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 7.42% |
$1.25M - $1.43M
|
405K
$23.5M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
22.5KNew |
$1.01M - $1.15M
|
22.5K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
18K+ 11.77% |
$805K - $916K
|
171K
$9.89M
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
17.9K+ 231.67% |
$802K - $913K
|
25.6K
$1.49M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16.3KNew |
$732K - $833K
|
16.3K
$948K
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
15K+ 49.6% |
$673K - $767K
|
45.3K
$2.63M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 16.78% |
$648K - $737K
|
101K
$5.84M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.4KNew |
$645K - $734K
|
14.4K
$835K
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13.2K+ 18.42% |
$593K - $675K
|
85.1K
$4.93M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8K+ 26.46% |
$528K - $601K
|
56.4K
$3.27M
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.76KNew |
$437K - $498K
|
9.76K
$566K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.35K+ 107.46% |
$419K - $476K
|
18K
$1.05M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.75K+ 101.17% |
$392K - $446K
|
17.4K
$1.01M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.15K+ 15.85% |
$365K - $415K
|
59.5K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.88K+ 83.96% |
$353K - $401K
|
17.3K
$1M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.63K+ 47.52% |
$342K - $389K
|
23.7K
$1.37M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.75KNew |
$302K - $344K
|
6.75K
$392K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.15KNew |
$275K - $314K
|
6.15K
$357K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$248K - $282K
|
5.54K
$321K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.46KNew |
$245K - $278K
|
5.46K
$317K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.24K+ 47.61% |
$235K - $267K
|
16.2K
$941K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.1KNew |
$228K - $260K
|
5.1K
$296K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.93KNew |
$221K - $251K
|
4.93K
$286K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.93K+ 21.56% |
$221K - $251K
|
27.8K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.75KNew |
$213K - $242K
|
4.75K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$212K - $241K
|
4.73K
$274K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 29.08% |
$187K - $213K
|
18.6K
$1.08M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.1KNew |
$184K - $209K
|
4.1K
$238K
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.99K+ 5.02% |
$179K - $203K
|
83.5K
$4.84M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73KNew |
$167K - $190K
|
3.73K
$216K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$159K - $180K
|
3.54K
$205K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.34K+ 8.72% |
$150K - $170K
|
41.7K
$2.42M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5K+ 5.1% |
$112K - $128K
|
51.6K
$2.99M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 30.68% |
$103K - $117K
|
9.79K
$568K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.28K+ 14.88% |
$102K - $116K
|
17.6K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2.26K+ 32.38% |
$101K - $115K
|
9.22K
$535K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.25K+ 5.33% |
$101K - $115K
|
44.5K
$2.58M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 27.22% |
$100K - $114K
|
10.5K
$606K
|