Purchases and Sales Made in Q3 2023 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2023. 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 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
271K+ 255.97% |
$13.3M - $14.1M
|
376K
$22.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
140K+ 490.27% |
$6.9M - $7.32M
|
169K
$9.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 47.75% |
$5.27M - $5.59M
|
331K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.3K+ 17.83% |
$4.84M - $5.13M
|
650K
$38.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
92.8KNew |
$4.57M - $4.85M
|
92.8K
$5.48M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
91.2K+ 367.11% |
$4.49M - $4.76M
|
116K
$6.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.4KNew |
$3.66M - $3.88M
|
74.4K
$4.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
34.7K+ 7.14% |
$1.71M - $1.81M
|
521K
$30.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.5K+ 43.82% |
$1.65M - $1.75M
|
110K
$6.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.9K+ 151.11% |
$1.62M - $1.72M
|
54.6K
$3.23M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
31KNew |
$1.53M - $1.62M
|
31K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.3K+ 249.43% |
$1.35M - $1.43M
|
38.3K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.2K+ 497.77% |
$1.34M - $1.42M
|
32.6K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
26.6K+ 14.63% |
$1.31M - $1.39M
|
208K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8K+ 52.44% |
$1.17M - $1.24M
|
69.1K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.4K+ 33.38% |
$1M - $1.06M
|
81.5K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$964K - $1.02M
|
19.6K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6KNew |
$868K - $921K
|
17.6K
$1.04M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 73.54% |
$799K - $847K
|
38.3K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 78.02% |
$763K - $809K
|
35.4K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
15.5KNew |
$762K - $808K
|
15.5K
$915K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14K+ 259.24% |
$689K - $731K
|
19.4K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.8KNew |
$680K - $721K
|
13.8K
$816K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
12.6KNew |
$622K - $660K
|
12.6K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 7.05% |
$593K - $629K
|
183K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.3KNew |
$555K - $588K
|
11.3K
$666K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.2KNew |
$552K - $585K
|
11.2K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.87K+ 27.28% |
$486K - $515K
|
46K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.44KNew |
$465K - $493K
|
9.44K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
8.88KNew |
$437K - $464K
|
8.88K
$525K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.75K+ 2477.34% |
$430K - $456K
|
9.1K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.01KNew |
$394K - $418K
|
8.01K
$473K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.86KNew |
$387K - $410K
|
7.86K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.78KNew |
$383K - $406K
|
7.78K
$460K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.46K+ 97.82% |
$367K - $390K
|
15.1K
$892K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
6.38K+ 11.77% |
$314K - $333K
|
60.6K
$3.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.97KNew |
$294K - $312K
|
5.97K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.85K+ 49.45% |
$288K - $305K
|
17.7K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$274K - $290K
|
5.56K
$328K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.24KNew |
$258K - $273K
|
5.24K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.19K+ 71.92% |
$255K - $271K
|
12.4K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.12KNew |
$252K - $267K
|
5.12K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.78KNew |
$235K - $250K
|
4.78K
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.62K+ 9.0% |
$227K - $241K
|
56K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.61KNew |
$227K - $240K
|
4.61K
$272K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.42KNew |
$218K - $231K
|
4.42K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.37K+ 14.62% |
$215K - $228K
|
34.3K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.37K+ 20.87% |
$215K - $228K
|
25.3K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 5.61% |
$214K - $227K
|
82K
$4.84M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.26KNew |
$210K - $222K
|
4.26K
$252K
|