Purchases and Sales Made in Q4 2021 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.47M+ 383.5% |
$81M - $84.8M
|
1.85M
$109M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
401K+ 249.19% |
$22.1M - $23.1M
|
561K
$33.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
289K+ 764.52% |
$15.9M - $16.7M
|
326K
$19.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
213K+ 4119.59% |
$11.8M - $12.3M
|
218K
$12.9M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
208K+ 178.47% |
$11.5M - $12M
|
325K
$19.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
145K+ 361.02% |
$8.02M - $8.39M
|
185K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
140KNew |
$7.73M - $8.08M
|
140K
$8.27M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
115KNew |
$6.35M - $6.65M
|
115K
$6.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93.3K+ 836.15% |
$5.15M - $5.39M
|
104K
$6.17M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
92.3KNew |
$5.09M - $5.33M
|
92.3K
$5.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
87.3KNew |
$4.82M - $5.05M
|
87.3K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
75.7K+ 1385.08% |
$4.18M - $4.38M
|
81.2K
$4.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
57.6KNew |
$3.18M - $3.33M
|
57.6K
$3.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
57.4KNew |
$3.17M - $3.31M
|
57.4K
$3.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
52.2K+ 127.56% |
$2.88M - $3.01M
|
93.1K
$5.5M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
51.9KNew |
$2.87M - $3M
|
51.9K
$3.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
50K+ 3.46% |
$2.76M - $2.89M
|
1.5M
$88.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48K+ 4.26% |
$2.65M - $2.78M
|
1.18M
$69.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
47.9K+ 51.39% |
$2.65M - $2.77M
|
141K
$8.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44.6K+ 926.79% |
$2.46M - $2.58M
|
49.4K
$2.92M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
37.9KNew |
$2.09M - $2.19M
|
37.9K
$2.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 30.95% |
$1.98M - $2.07M
|
152K
$8.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.6K+ 70.53% |
$1.8M - $1.88M
|
78.8K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 9.99% |
$1.75M - $1.83M
|
349K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
29.2K+ 74.53% |
$1.61M - $1.69M
|
68.4K
$4.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
27.7K+ 44.22% |
$1.53M - $1.6M
|
90.3K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.2K+ 401.31% |
$1.39M - $1.45M
|
31.4K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22.3KNew |
$1.23M - $1.29M
|
22.3K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21.9K+ 4.29% |
$1.21M - $1.27M
|
533K
$31.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
21.5KNew |
$1.19M - $1.24M
|
21.5K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$1.18M - $1.24M
|
21.4K
$1.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3K+ 83.74% |
$1.07M - $1.12M
|
42.4K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.3KNew |
$1.06M - $1.11M
|
19.3K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 258.08% |
$1.05M - $1.1M
|
26.5K
$1.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
17.3K+ 22.32% |
$955K - $1M
|
94.8K
$5.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 5.42% |
$880K - $921K
|
310K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
15.2KNew |
$840K - $879K
|
15.2K
$899K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.1KNew |
$831K - $870K
|
15.1K
$890K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.6K+ 1242.06% |
$752K - $786K
|
14.7K
$869K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
13.4KNew |
$739K - $773K
|
13.4K
$791K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.9KNew |
$712K - $745K
|
12.9K
$762K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.8K+ 265.7% |
$704K - $737K
|
17.6K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.2KNew |
$671K - $702K
|
12.2K
$718K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
11.5KNew |
$636K - $665K
|
11.5K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
10.8K+ 33.16% |
$594K - $622K
|
43.2K
$2.55M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
10.5KNew |
$580K - $607K
|
10.5K
$620K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.1KNew |
$559K - $585K
|
10.1K
$598K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.65KNew |
$533K - $557K
|
9.65K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.43K+ 40.59% |
$521K - $545K
|
32.7K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.53KNew |
$416K - $435K
|
7.53K
$445K
|