Purchases and Sales Made in Q4 2023 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 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
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
79
+ 0.91%
$3.77K - $4.22K
8.76K $508K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
75
+ 1.13%
$3.58K - $4.01K
6.7K $388K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
73
New
$3.48K - $3.9K
73 $4.23K
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
67
+ 1.45%
$3.2K - $3.58K
4.67K $271K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
62
New
$2.96K - $3.31K
62 $3.59K
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
62
+ 0.38%
$2.96K - $3.31K
16.5K $955K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
55
+ 2.85%
$2.63K - $2.94K
1.99K $115K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
52
+ 0.18%
$2.48K - $2.78K
29.2K $1.69M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
41
+ 0.41%
$1.96K - $2.19K
9.96K $577K
Feb 07, 2024 Q4 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
38
+ 0.93%
$1.81K - $2.03K
4.12K $239K
Jan 08, 2024 Q4 2023
Capital Advisors Wealth Management, LLC

BUY
 -
28
+ 0.6%
$1.34K - $1.5K
4.69K $272K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
27
+ 0.98%
$1.29K - $1.44K
2.78K $161K
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
26
+ 0.25%
$1.24K - $1.39K
10.4K $601K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
18
+ 0.04%
$859 - $961
44.4K $2.57M
Feb 14, 2024 Q4 2023
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
15
New
$716 - $801
15 $870
Feb 05, 2024 Q4 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
14
+ 0.32%
$668 - $748
4.39K $254K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
13
+ 0.94%
$620 - $694
1.39K $80.7K
Jan 09, 2024 Q4 2023
Affiance Financial, LLC

BUY
 -
11
+ 0.21%
$525 - $587
5.23K $303K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.93%
$382 - $427
867 $50.3K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
8
+ 1.42%
$382 - $427
570 $33K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.93%
$382 - $427
867 $50.3K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
7
+ 0.89%
$334 - $374
794 $46K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
5
+ 0.93%
$239 - $267
542 $31.4K
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
4
+ 0.36%
$191 - $214
1.12K $65.2K
Feb 12, 2024 Q4 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
3
+ 0.03%
$143 - $160
8.83K $512K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3
+ 0.01%
$143 - $160
22.4K $1.3M
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
2
+ 1.32%
$95.5 - $107
154 $8.93K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 2.44%
$47.7 - $53.4
42 $2.44K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
1
New
$47.7 - $53.4
1 $58
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-4
- 28.57%
$191 - $214
10 $580
Jan 30, 2024 Q4 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-9
- 0.18%
$430 - $481
4.97K $288K
Jan 16, 2024 Q4 2023
Archvest Wealth Advisors, Inc.

SELL
 -
-11
- 0.27%
$525 - $587
4.04K $234K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-12
- 1.1%
$573 - $641
1.08K $62.5K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-12
- 1.74%
$573 - $641
676 $39.2K
Jan 22, 2024 Q4 2023
Landmark Wealth Management, LLC

SELL
 -
-16
- 0.29%
$764 - $854
5.54K $321K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-16
- 41.03%
$764 - $854
23 $1.33K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-32
- 4.15%
$1.53K - $1.71K
740 $42.9K
Feb 09, 2024 Q4 2023
Delta Asset Management LLC

Memphis, TN
SELL
 -
-35
- 11.67%
$1.67K - $1.87K
265 $15.4K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-38
- 0.22%
$1.81K - $2.03K
17.3K $1M
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-40
- 0.95%
$1.91K - $2.14K
4.19K $243K
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

SELL
 -
-55
- 0.1%
$2.63K - $2.94K
55.8K $3.24M
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-57
- 0.88%
$2.72K - $3.04K
6.4K $371K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

SELL
 -
-80
- 1.2%
$3.82K - $4.27K
6.57K $381K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

SELL
 -
-122
- 1.93%
$5.82K - $6.51K
6.21K $360K
Feb 09, 2024 Q4 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
SELL
 -
-143
- 1.52%
$6.83K - $7.64K
9.29K $539K
Feb 05, 2024 Q4 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-144
- 26.52%
$6.87K - $7.69K
399 $23.1K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

SELL
 -
-156
- 0.19%
$7.45K - $8.33K
80.4K $4.66M
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-231
- 18.08%
$11K - $12.3K
1.05K $60.7K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

SELL
 -
-250
- 1.9%
$11.9K - $13.4K
12.9K $749K

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