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 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-8- 17.02% |
$394 - $418
|
39
$2.26K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.92% |
$394 - $418
|
859
$49.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-12- 0.01% |
$591 - $626
|
80.6K
$4.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-13- 1.49% |
$640 - $679
|
859
$49.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-14- 0.11% |
$689 - $731
|
12.2K
$709K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 0.24% |
$788 - $835
|
6.65K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23- 0.14% |
$1.13K - $1.2K
|
16.4K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-31- 0.31% |
$1.53K - $1.62K
|
9.92K
$575K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.24% |
$1.67K - $1.77K
|
13.9K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-37- 0.33% |
$1.82K - $1.93K
|
11.2K
$649K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-37- 0.96% |
$1.82K - $1.93K
|
3.84K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-40- 11.76% |
$1.97K - $2.09K
|
300
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-44- 0.7% |
$2.17K - $2.3K
|
6.26K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44- 0.11% |
$2.17K - $2.3K
|
39.7K
$2.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-53- 0.08% |
$2.61K - $2.77K
|
66.9K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 6.3% |
$2.95K - $3.13K
|
892
$51.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-68- 0.67% |
$3.35K - $3.55K
|
10.1K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-69- 0.42% |
$3.4K - $3.6K
|
16.5K
$954K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-73- 1.14% |
$3.59K - $3.81K
|
6.33K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-85- 1.96% |
$4.18K - $4.44K
|
4.25K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-96- 12.24% |
$4.73K - $5.01K
|
688
$39.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-99- 1.53% |
$4.87K - $5.17K
|
6.36K
$369K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-115- 0.54% |
$5.66K - $6K
|
21K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-116- 2.76% |
$5.71K - $6.06K
|
4.08K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-122- 1.13% |
$6K - $6.37K
|
10.7K
$620K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-133- 0.69% |
$6.55K - $6.94K
|
19K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-140- 17.99% |
$6.89K - $7.31K
|
638
$37K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-148- 91.36% |
$7.28K - $7.73K
|
14
$812
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-160- 1.51% |
$7.88K - $8.35K
|
10.5K
$606K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-202- 1.48% |
$9.94K - $10.5K
|
13.4K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-211- 0.49% |
$10.4K - $11K
|
42.7K
$2.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-231- 2.13% |
$11.4K - $12.1K
|
10.6K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-276- 4.15% |
$13.6K - $14.4K
|
6.37K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-282- 1.75% |
$13.9K - $14.7K
|
15.8K
$916K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-320- 4.28% |
$15.8K - $16.7K
|
7.15K
$414K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-413- 0.12% |
$20.3K - $21.6K
|
344K
$20M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-438- 3.06% |
$21.6K - $22.9K
|
13.9K
$805K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-451- 2.64% |
$22.2K - $23.5K
|
16.6K
$965K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-475- 21.93% |
$23.4K - $24.8K
|
1.69K
$98K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-576- 4.59% |
$28.4K - $30.1K
|
12K
$694K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-637- 27.56% |
$31.4K - $33.3K
|
1.67K
$97.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-650- 15.85% |
$32K - $33.9K
|
3.45K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-679- 7.81% |
$33.4K - $35.4K
|
8.02K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-736- 12.86% |
$36.2K - $38.4K
|
4.99K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-806- 3.09% |
$39.7K - $42.1K
|
25.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-825- 4.12% |
$40.6K - $43.1K
|
19.2K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-834- 7.17% |
$41K - $43.5K
|
10.8K
$626K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-846- 39.83% |
$41.6K - $44.2K
|
1.28K
$74.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-870- 3.96% |
$42.8K - $45.4K
|
21.1K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-912- 8.4% |
$44.9K - $47.6K
|
9.94K
$576K
|