Purchases and Sales Made in Q4 2022 in Ishares Tr Core Growth Allocat (AOR)

AOR Quotes by TradingView

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 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
227
+ 4.6%
$10K - $11.2K
5.16K $299K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
207
+ 83.81%
$9.16K - $10.2K
454 $26.3K
Jan 25, 2023 Q4 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
200
+ 4.21%
$8.85K - $9.88K
4.95K $287K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
195
New
$8.63K - $9.64K
195 $11.3K
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
179
+ 0.96%
$7.92K - $8.85K
18.9K $1.09M
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
157
+ 1.64%
$6.95K - $7.76K
9.71K $563K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
150
New
$6.64K - $7.41K
150 $8.7K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
148
+ 14.9%
$6.55K - $7.31K
1.14K $66.2K
Feb 08, 2023 Q4 2022
Wolff Wiese Magana LLC

BUY
 -
139
+ 3.14%
$6.15K - $6.87K
4.56K $265K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
129
+ 0.69%
$5.71K - $6.38K
18.8K $1.09M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
117
+ 377.42%
$5.18K - $5.78K
148 $8.58K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
104
+ 1.0%
$4.6K - $5.14K
10.6K $612K
Feb 14, 2023 Q4 2022
Nvwm, LLC

BUY
 -
94
+ 2.8%
$4.16K - $4.65K
3.45K $200K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
86
+ 3.94%
$3.81K - $4.25K
2.27K $132K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
81
+ 8.38%
$3.59K - $4K
1.05K $60.8K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
73
+ 0.64%
$3.23K - $3.61K
11.5K $668K
Feb 01, 2023 Q4 2022
Morton Brown Family Wealth, LLC

BUY
 -
69
+ 0.46%
$3.05K - $3.41K
15K $869K
Feb 14, 2023 Q4 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
69
+ 0.43%
$3.05K - $3.41K
16.2K $940K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
67
+ 0.93%
$2.97K - $3.31K
7.28K $422K
Jan 17, 2023 Q4 2022
Hubbell Strickland Wealth Management, LLC

BUY
 -
58
+ 0.66%
$2.57K - $2.87K
8.9K $516K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
56
+ 0.39%
$2.48K - $2.77K
14.4K $835K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
55
New
$2.43K - $2.72K
55 $3.19K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
51
New
$2.26K - $2.52K
51 $2.96K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
51
+ 0.12%
$2.26K - $2.52K
44.2K $2.56M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
46
New
$2.04K - $2.27K
46 $2.67K
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
40
+ 0.84%
$1.77K - $1.98K
4.79K $278K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
30
New
$1.33K - $1.48K
30 $1.74K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
28
+ 0.32%
$1.24K - $1.38K
8.91K $517K
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
25
+ 1.0%
$1.11K - $1.24K
2.53K $147K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
23
New
$1.02K - $1.14K
23 $1.33K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
23
New
$1.02K - $1.14K
23 $1.33K
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
22
+ 0.14%
$974 - $1.09K
15.4K $894K
Feb 13, 2023 Q4 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
21
+ 0.12%
$930 - $1.04K
18K $1.05M
Feb 10, 2023 Q4 2022
Jacobsen Capital Management

BUY
 -
19
+ 0.4%
$841 - $939
4.79K $278K
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
15
+ 0.33%
$664 - $741
4.51K $262K
Feb 28, 2023 Q4 2022
Orin Green Financial, LLC

BUY
 -
10
+ 0.15%
$443 - $494
6.7K $389K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
6
+ 2.93%
$266 - $297
211 $12.2K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
4
+ 0.51%
$177 - $198
782 $45.3K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
3
+ 33.33%
$133 - $148
12 $696
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
2
+ 0.45%
$88.5 - $98.8
442 $25.6K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 0.13%
$44.3 - $49.4
745 $43.2K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
1
+ 0.67%
$44.3 - $49.4
150 $8.7K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 2.5%
$44.3 - $49.4
41 $2.38K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1
+ 0.02%
$44.3 - $49.4
4.66K $270K
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-2
- 0.12%
$88.5 - $98.8
1.7K $98.6K
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

SELL
 -
-12
- 0.19%
$531 - $593
6.39K $370K
Feb 14, 2023 Q4 2022
All Square Wealth Management LLC

Albany, NY
SELL
 -
-28
- 3.01%
$1.24K - $1.38K
903 $52.4K
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

SELL
 -
-32
- 0.22%
$1.42K - $1.58K
14.8K $861K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-33
- 2.37%
$1.46K - $1.63K
1.36K $78.9K

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