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 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.48K- 4.16% |
$166K - $186K
|
80.3K
$4.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.75K- 24.18% |
$179K - $200K
|
11.8K
$682K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.83K- 18.2% |
$183K - $205K
|
17.2K
$998K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 75.03% |
$202K - $225K
|
1.41K
$81.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.33K- 27.39% |
$207K - $231K
|
11.5K
$665K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 6.35% |
$207K - $231K
|
63.9K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.67K- 34.27% |
$223K - $249K
|
8.95K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.73K- 8.87% |
$226K - $252K
|
48.6K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5K- 49.39% |
$239K - $267K
|
5.13K
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-5.01K- 7.62% |
$239K - $268K
|
60.7K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.28K- 1.75% |
$252K - $282K
|
296K
$17.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.45K- 10.1% |
$260K - $291K
|
48.5K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.95K- 24.8% |
$284K - $318K
|
18K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.21K- 35.2% |
$296K - $332K
|
11.4K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.76K- 2.04% |
$322K - $361K
|
325K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.83K- 4.99% |
$374K - $418K
|
149K
$8.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.47K- 27.74% |
$404K - $452K
|
22.1K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.78K- 96.53% |
$419K - $469K
|
316
$18.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9.24K- 47.61% |
$441K - $493K
|
10.2K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.83K- 6.05% |
$469K - $525K
|
153K
$8.85M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-10.2K- 65.66% |
$485K - $543K
|
5.32K
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-13.8K- 23.89% |
$657K - $735K
|
43.8K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.2K- 42.38% |
$775K - $867K
|
22.1K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-19.9K- 5.79% |
$952K - $1.07M
|
324K
$18.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-24K- 47.36% |
$1.15M - $1.28M
|
26.7K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.4K- 14.95% |
$1.45M - $1.62M
|
173K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-48.5K- 23.27% |
$2.31M - $2.59M
|
160K
$9.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-56.8K- 10.9% |
$2.71M - $3.03M
|
464K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.5K- 5.92% |
$3.75M - $4.19M
|
1.25M
$72.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-138K- 81.55% |
$6.57M - $7.35M
|
31.1K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-223K- 98.12% |
$10.6M - $11.9M
|
4.27K
$248K
|