Purchases and Sales Made in Q4 2022 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.68M+ 496.96% |
$251M - $281M
|
6.82M
$395M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.5M+ 253.23% |
$66.3M - $74M
|
2.09M
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
652K+ 161.03% |
$28.9M - $32.2M
|
1.06M
$61.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
525K+ 40.58% |
$23.2M - $26M
|
1.82M
$105M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
515KNew |
$22.8M - $25.4M
|
515K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
510KNew |
$22.6M - $25.2M
|
510K
$29.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
438K+ 311.63% |
$19.4M - $21.7M
|
579K
$33.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
428K+ 356.04% |
$19M - $21.2M
|
549K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
387KNew |
$17.1M - $19.1M
|
387K
$22.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 92.41% |
$9.57M - $10.7M
|
450K
$26.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
212K+ 124.51% |
$9.41M - $10.5M
|
383K
$22.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
205K+ 117.14% |
$9.08M - $10.1M
|
380K
$22M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
194K+ 117.72% |
$8.57M - $9.56M
|
358K
$20.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
162K+ 2395.03% |
$7.16M - $7.99M
|
169K
$9.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
159KNew |
$7.04M - $7.85M
|
159K
$9.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
154K+ 71700.47% |
$6.82M - $7.62M
|
154K
$8.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
143K+ 348.5% |
$6.32M - $7.06M
|
184K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 42.64% |
$6.22M - $6.95M
|
470K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
138KNew |
$6.12M - $6.83M
|
138K
$8.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
137KNew |
$6.05M - $6.75M
|
137K
$7.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
125KNew |
$5.55M - $6.2M
|
125K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
123K+ 131.74% |
$5.43M - $6.06M
|
216K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115K+ 157.04% |
$5.11M - $5.7M
|
189K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
98.7KNew |
$4.37M - $4.88M
|
98.7K
$5.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
85.2KNew |
$3.77M - $4.21M
|
85.2K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.1K+ 38.54% |
$3.68M - $4.1M
|
299K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
81.7KNew |
$3.62M - $4.04M
|
81.7K
$4.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
72.2K+ 153.95% |
$3.2M - $3.57M
|
119K
$6.91M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
71.1K+ 48.74% |
$3.15M - $3.51M
|
217K
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
62.4K+ 433.31% |
$2.76M - $3.08M
|
76.8K
$4.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
56.5K+ 71.87% |
$2.5M - $2.79M
|
135K
$7.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
50.2K+ 298.73% |
$2.22M - $2.48M
|
66.9K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
50.1KNew |
$2.22M - $2.48M
|
50.1K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.3KNew |
$2.09M - $2.34M
|
47.3K
$2.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46.8K+ 168.3% |
$2.07M - $2.31M
|
74.5K
$4.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
44.8KNew |
$1.98M - $2.21M
|
44.8K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.6K+ 230.78% |
$1.8M - $2.01M
|
58.2K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
39.3KNew |
$1.74M - $1.94M
|
39.3K
$2.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 12.25% |
$1.49M - $1.66M
|
308K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.6KNew |
$1.49M - $1.66M
|
33.6K
$1.95M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
33.5K+ 726.35% |
$1.48M - $1.66M
|
38.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.6K+ 183.35% |
$1.4M - $1.56M
|
48.9K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.5K+ 249.24% |
$1.26M - $1.41M
|
40K
$2.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
27.2KNew |
$1.2M - $1.34M
|
27.2K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.2K+ 286.04% |
$1.07M - $1.19M
|
32.6K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.7K+ 188.26% |
$1.05M - $1.17M
|
36.3K
$2.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1K+ 176.32% |
$1.02M - $1.14M
|
36.3K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.7KNew |
$959K - $1.07M
|
21.7K
$1.26M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
21KNew |
$931K - $1.04M
|
21K
$1.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 24448.1% |
$855K - $954K
|
19.4K
$1.12M
|