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 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-33- 0.26% |
$1.46K - $1.63K
|
12.4K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-37- 0.49% |
$1.64K - $1.83K
|
7.47K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-38- 0.32% |
$1.68K - $1.88K
|
11.7K
$678K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44- 97.78% |
$1.95K - $2.17K
|
1
$58
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-49- 1.62% |
$2.17K - $2.42K
|
2.98K
$173K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-50- 0.94% |
$2.21K - $2.47K
|
5.29K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-55- 1.17% |
$2.43K - $2.72K
|
4.67K
$270K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-60- 7.66% |
$2.66K - $2.97K
|
723
$41.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-65- 0.84% |
$2.88K - $3.21K
|
7.67K
$444K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 5.62% |
$3.28K - $3.66K
|
1.24K
$72K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-76- 1.52% |
$3.36K - $3.76K
|
4.92K
$285K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 2.87% |
$3.67K - $4.1K
|
2.81K
$163K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-95- 1.74% |
$4.21K - $4.69K
|
5.37K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-101- 1.0% |
$4.47K - $4.99K
|
10K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-138- 2.17% |
$6.11K - $6.82K
|
6.23K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-155- 0.43% |
$6.86K - $7.66K
|
36.3K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-160- 3.95% |
$7.08K - $7.91K
|
3.89K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-180- 57.14% |
$7.97K - $8.9K
|
135
$7.83K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-192- 1.0% |
$8.5K - $9.49K
|
19.1K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-240- 5.11% |
$10.6K - $11.9K
|
4.46K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-246- 1.09% |
$10.9K - $12.2K
|
22.4K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-247- 0.84% |
$10.9K - $12.2K
|
29.1K
$1.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-273- 2.8% |
$12.1K - $13.5K
|
9.49K
$550K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-295- 3.5% |
$13.1K - $14.6K
|
8.13K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 4.1% |
$13.3K - $14.8K
|
7.01K
$406K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-314- 2.05% |
$13.9K - $15.5K
|
15K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-334- 2.25% |
$14.8K - $16.5K
|
14.5K
$840K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-357- 2.74% |
$15.8K - $17.6K
|
12.7K
$736K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-375- 0.84% |
$16.6K - $18.5K
|
44.1K
$2.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-400- 0.48% |
$17.7K - $19.8K
|
83.1K
$4.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-416- 2.64% |
$18.4K - $20.6K
|
15.3K
$888K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-423- 6.57% |
$18.7K - $20.9K
|
6.02K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-491- 14.66% |
$21.7K - $24.3K
|
2.86K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-492- 7.65% |
$21.8K - $24.3K
|
5.94K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-504- 8.85% |
$22.3K - $24.9K
|
5.19K
$301K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-521- 1.7% |
$23.1K - $25.7K
|
30.1K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-582- 6.07% |
$25.8K - $28.8K
|
9.01K
$522K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-610- 9.75% |
$27K - $30.1K
|
5.65K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-623- 6.12% |
$27.6K - $30.8K
|
9.56K
$554K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-647- 3.84% |
$28.6K - $32K
|
16.2K
$939K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-687- 2.34% |
$30.4K - $34K
|
28.7K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-700- 51.06% |
$31K - $34.6K
|
671
$38.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-706- 10.21% |
$31.3K - $34.9K
|
6.21K
$360K
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-765- 1.09% |
$33.9K - $37.8K
|
69.1K
$4.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-920- 10.23% |
$40.7K - $45.5K
|
8.07K
$468K
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-1.21K- 17.4% |
$53.7K - $59.9K
|
5.76K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.52K- 3.03% |
$67.4K - $75.3K
|
48.8K
$2.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 7.17% |
$71.5K - $79.8K
|
20.9K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 5.34% |
$77.3K - $86.2K
|
30.9K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2K- 15.37% |
$88.6K - $98.9K
|
11K
$639K
|