Purchases and Sales Made in Q4 2023 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2023. 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 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.75M+ 270.07% |
$83.8M - $93.7M
|
2.4M
$139M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
997KNew |
$47.6M - $53.3M
|
997K
$57.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
938K+ 853.55% |
$44.8M - $50.1M
|
1.05M
$60.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 379.86% |
$14.8M - $16.5M
|
391K
$22.7M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
241K+ 207.97% |
$11.5M - $12.9M
|
357K
$20.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
227KNew |
$10.8M - $12.1M
|
227K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
202K+ 369.66% |
$9.64M - $10.8M
|
257K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 410.91% |
$9.03M - $10.1M
|
235K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 56.6% |
$8.94M - $10M
|
518K
$30.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177K+ 216.28% |
$8.46M - $9.47M
|
259K
$15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 48.87% |
$8.12M - $9.09M
|
518K
$30.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
167K+ 1881.35% |
$7.97M - $8.92M
|
176K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
121K+ 959.11% |
$5.78M - $6.47M
|
134K
$7.76M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
102KNew |
$4.88M - $5.46M
|
102K
$5.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
97.5K+ 646.41% |
$4.66M - $5.21M
|
113K
$6.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
85.9K+ 427.48% |
$4.1M - $4.59M
|
106K
$6.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
75.4K+ 64.14% |
$3.6M - $4.03M
|
193K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.8K+ 40.33% |
$3.52M - $3.94M
|
257K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
66.1KNew |
$3.16M - $3.53M
|
66.1K
$3.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.3KNew |
$2.97M - $3.32M
|
62.3K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48.8K+ 3.23% |
$2.33M - $2.61M
|
1.56M
$90.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
43.9KNew |
$2.1M - $2.35M
|
43.9K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
42.4K+ 95.64% |
$2.03M - $2.27M
|
86.8K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.2KNew |
$1.97M - $2.2M
|
41.2K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.4K+ 641.27% |
$1.93M - $2.16M
|
46.7K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
39.7K+ 362.25% |
$1.89M - $2.12M
|
50.6K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
37KNew |
$1.77M - $1.98M
|
37K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.4KNew |
$1.26M - $1.41M
|
26.4K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25.5K+ 3221.87% |
$1.22M - $1.36M
|
26.3K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21.7K+ 16.73% |
$1.04M - $1.16M
|
152K
$8.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
21K+ 41.9% |
$1M - $1.12M
|
71K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.2KNew |
$966K - $1.08M
|
20.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.9K+ 151.08% |
$949K - $1.06M
|
33K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.3KNew |
$922K - $1.03M
|
19.3K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
15.6K+ 117.34% |
$747K - $835K
|
29K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 5.29% |
$705K - $789K
|
294K
$17M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14KNew |
$670K - $750K
|
14K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13.8K+ 333.32% |
$658K - $737K
|
17.9K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$563K - $630K
|
11.8K
$684K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
11.3K+ 11.4% |
$539K - $603K
|
110K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 213.91% |
$476K - $533K
|
14.6K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.61KNew |
$458K - $513K
|
9.61K
$557K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.55K+ 27.86% |
$456K - $510K
|
43.8K
$2.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.4KNew |
$449K - $502K
|
9.4K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.59K+ 181.59% |
$410K - $459K
|
13.3K
$772K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.33K+ 130.74% |
$398K - $445K
|
14.7K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$393K - $439K
|
8.23K
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.12KNew |
$388K - $434K
|
8.12K
$471K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.05K+ 886.99% |
$384K - $430K
|
8.95K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.04K+ 15.4% |
$384K - $429K
|
60.3K
$3.49M
|