Purchases and Sales Made in Q3 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q3 2024. 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
605K+ 733.86% |
$33.3M - $35.9M
|
687K
$39.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
242K+ 5281.42% |
$13.4M - $14.4M
|
247K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
185KNew |
$10.2M - $11M
|
185K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97.8K+ 130.3% |
$5.39M - $5.8M
|
173K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61.3KNew |
$3.38M - $3.64M
|
61.3K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
39.4K+ 68.17% |
$2.17M - $2.34M
|
97.2K
$5.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 12.45% |
$2.13M - $2.29M
|
348K
$20.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.4K+ 13.53% |
$1.34M - $1.44M
|
204K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.23M - $1.32M
|
22.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.9K+ 129.4% |
$1.04M - $1.12M
|
33.5K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.5K+ 146.52% |
$746K - $803K
|
22.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 24.98% |
$649K - $698K
|
58.9K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$629K - $677K
|
11.4K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$583K - $627K
|
10.6K
$613K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
9.42K+ 27.49% |
$520K - $559K
|
43.7K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
9KNew |
$496K - $534K
|
9K
$522K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 18.08% |
$479K - $516K
|
56.8K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.33K+ 4.56% |
$459K - $494K
|
191K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.49K+ 10.43% |
$413K - $444K
|
79.3K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.24K+ 4.98% |
$344K - $370K
|
131K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.16K+ 7.69% |
$340K - $365K
|
86.3K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.15K+ 9.33% |
$339K - $365K
|
72.1K
$4.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.15K+ 15.65% |
$339K - $365K
|
45.4K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.8K+ 1.9% |
$320K - $344K
|
312K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.79K+ 2.01% |
$319K - $343K
|
294K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.3K+ 25.0% |
$292K - $314K
|
26.5K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.71KNew |
$260K - $279K
|
4.71K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.63K+ 108.35% |
$256K - $275K
|
8.91K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.58K+ 70.55% |
$252K - $271K
|
11.1K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.16KNew |
$229K - $247K
|
4.16K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.14K+ 98.01% |
$228K - $246K
|
8.37K
$485K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.03KNew |
$222K - $239K
|
4.03K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$221K - $238K
|
4.01K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4KNew |
$220K - $237K
|
4K
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 9.09% |
$208K - $224K
|
45.3K
$2.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$206K - $221K
|
3.73K
$216K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.7KNew |
$204K - $220K
|
3.7K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.55K+ 37.01% |
$196K - $211K
|
13.2K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.53KNew |
$195K - $209K
|
3.53K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$193K - $208K
|
3.5K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.45KNew |
$190K - $204K
|
3.45K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88K+ 22.31% |
$159K - $171K
|
15.8K
$916K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.81K+ 2.78% |
$155K - $167K
|
104K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.64K+ 4.84% |
$145K - $156K
|
57.1K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23K+ 7.46% |
$123K - $132K
|
32.2K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.18K+ 10.32% |
$120K - $129K
|
23.3K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.16K+ 2.16% |
$119K - $128K
|
102K
$5.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.08K+ 24.12% |
$115K - $123K
|
10.7K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.06K+ 20.58% |
$114K - $122K
|
12.1K
$699K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 5.39% |
$106K - $114K
|
37.6K
$2.18M
|