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 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
18.5KNew |
$820K - $916K
|
18.5K
$1.07M
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18.4K+ 2072.3% |
$815K - $909K
|
19.3K
$1.12M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
16.9KNew |
$750K - $837K
|
16.9K
$982K
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.4KNew |
$726K - $810K
|
16.4K
$950K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.9KNew |
$702K - $784K
|
15.9K
$920K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
15.7K+ 37.62% |
$694K - $775K
|
57.4K
$3.33M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15KNew |
$666K - $744K
|
15K
$872K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15K+ 0.98% |
$665K - $742K
|
1.55M
$90.1M
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.6KNew |
$644K - $719K
|
14.6K
$844K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 135.47% |
$540K - $603K
|
21.2K
$1.23M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.3KNew |
$500K - $558K
|
11.3K
$655K
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10.6KNew |
$467K - $521K
|
10.6K
$612K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 90.47% |
$445K - $497K
|
21.2K
$1.23M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9.94KNew |
$440K - $491K
|
9.94K
$576K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.85KNew |
$436K - $487K
|
9.85K
$571K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9.49K+ 53.86% |
$420K - $469K
|
27.1K
$1.57M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
9.38KNew |
$415K - $464K
|
9.38K
$544K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.32KNew |
$413K - $461K
|
9.32K
$540K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
8.9KNew |
$394K - $440K
|
8.9K
$516K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.76K+ 47.17% |
$388K - $433K
|
27.3K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
8.65KNew |
$383K - $427K
|
8.65K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.57K+ 17.06% |
$379K - $424K
|
58.8K
$3.41M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.43KNew |
$329K - $367K
|
7.43K
$431K
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.37K+ 15.66% |
$326K - $364K
|
54.4K
$3.16M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.23KNew |
$320K - $357K
|
7.23K
$419K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.69KNew |
$296K - $330K
|
6.69K
$388K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
6.48KNew |
$287K - $320K
|
6.48K
$376K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.25KNew |
$276K - $309K
|
6.25K
$362K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.2KNew |
$274K - $306K
|
6.2K
$359K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.17KNew |
$273K - $305K
|
6.17K
$358K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.03KNew |
$267K - $298K
|
6.03K
$349K
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
5.97KNew |
$264K - $295K
|
5.97K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.89KNew |
$261K - $291K
|
5.89K
$341K
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.63K+ 814.16% |
$249K - $278K
|
6.33K
$367K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.58KNew |
$247K - $276K
|
5.58K
$324K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.49KNew |
$243K - $271K
|
5.49K
$318K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.37KNew |
$238K - $265K
|
5.37K
$311K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.12KNew |
$227K - $253K
|
5.12K
$297K
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
5.06KNew |
$224K - $250K
|
5.06K
$293K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.98KNew |
$221K - $246K
|
4.98K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.97KNew |
$220K - $245K
|
4.97K
$288K
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
4.89KNew |
$216K - $241K
|
4.89K
$283K
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$267K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.43KNew |
$196K - $219K
|
4.43K
$257K
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
4.4KNew |
$195K - $217K
|
4.4K
$255K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.31K+ 25.33% |
$191K - $213K
|
21.3K
$1.24M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.31KNew |
$191K - $213K
|
4.31K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.3KNew |
$190K - $212K
|
4.3K
$249K
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
4.29K+ 17.04% |
$190K - $212K
|
29.5K
$1.71M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.28KNew |
$189K - $211K
|
4.28K
$248K
|