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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-272- 2.6% |
$13K - $14.5K
|
10.2K
$590K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-277- 2.01% |
$13.2K - $14.8K
|
13.5K
$784K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-302- 1.79% |
$14.4K - $16.1K
|
16.6K
$961K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-310- 5.2% |
$14.8K - $16.6K
|
5.66K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-359- 2.35% |
$17.1K - $19.2K
|
14.9K
$863K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-360- 6.03% |
$17.2K - $19.2K
|
5.61K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-383- 85.3% |
$18.3K - $20.5K
|
66
$3.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-416- 1.65% |
$19.9K - $22.2K
|
24.8K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-444- 7.8% |
$21.2K - $23.7K
|
5.25K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-460- 2.76% |
$22K - $24.6K
|
16.2K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-468- 1.32% |
$22.3K - $25K
|
34.9K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-480- 0.6% |
$22.9K - $25.6K
|
79.2K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-500- 2.9% |
$23.9K - $26.7K
|
16.7K
$970K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-504- 4.87% |
$24.1K - $26.9K
|
9.85K
$571K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-528- 1.61% |
$25.2K - $28.2K
|
32.3K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-601- 7.59% |
$28.7K - $32.1K
|
7.32K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-606- 5.72% |
$28.9K - $32.4K
|
10K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-647- 9.06% |
$30.9K - $34.5K
|
6.49K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-657- 0.71% |
$31.4K - $35.1K
|
92.2K
$5.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-812- 6.64% |
$38.8K - $43.4K
|
11.4K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-818- 48.86% |
$39K - $43.7K
|
856
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-831- 5.96% |
$39.7K - $44.4K
|
13.1K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-876- 3.59% |
$41.8K - $46.8K
|
23.5K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-880- 10.9% |
$42K - $47K
|
7.19K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-891- 4.68% |
$42.5K - $47.6K
|
18.1K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.02K- 1.33% |
$48.7K - $54.5K
|
75.7K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.02K- 9.04% |
$48.9K - $54.7K
|
10.3K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.04K- 13.0% |
$49.7K - $55.6K
|
6.97K
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.09K- 5.69% |
$52.2K - $58.4K
|
18.1K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.23K- 16.43% |
$58.7K - $65.7K
|
6.26K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.23K- 15.25% |
$58.9K - $65.9K
|
6.86K
$398K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.97% |
$60K - $67.2K
|
24K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.31K- 12.09% |
$62.3K - $69.7K
|
9.49K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.4K- 5.63% |
$66.8K - $74.8K
|
23.5K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.41K- 2.94% |
$67.3K - $75.2K
|
46.6K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 3.32% |
$67.6K - $75.7K
|
41.3K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.58K- 38.94% |
$75.3K - $84.2K
|
2.47K
$143K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 22.65% |
$86.7K - $97K
|
6.2K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.93K- 6.69% |
$92.1K - $103K
|
26.9K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.99K- 32.44% |
$95.1K - $106K
|
4.15K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2K- 3.35% |
$95.7K - $107K
|
57.8K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.12K- 17.69% |
$101K - $113K
|
9.86K
$572K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.3K- 32.17% |
$110K - $123K
|
4.85K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.35K- 3.4% |
$112K - $125K
|
66.8K
$3.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.46K- 24.79% |
$118K - $132K
|
7.48K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.71K- 15.34% |
$129K - $145K
|
15K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.72K- 28.62% |
$130K - $145K
|
6.78K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.94K- 23.67% |
$140K - $157K
|
9.47K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.15K- 15.72% |
$150K - $168K
|
16.9K
$980K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.36K- 30.0% |
$161K - $180K
|
7.85K
$455K
|