Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2024. 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 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54K+ 12.63% |
$88.2K - $91.8K
|
13.7K
$818K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.49K+ 29.41% |
$85.2K - $88.7K
|
6.54K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 16.33% |
$83.4K - $86.8K
|
10.4K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.37K+ 16.5% |
$78.5K - $81.7K
|
9.67K
$576K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.27KNew |
$72.8K - $75.8K
|
1.27K
$75.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.26K+ 5.38% |
$72.2K - $75.2K
|
24.7K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 9.55% |
$72K - $74.9K
|
14.4K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 8.97% |
$69.5K - $72.3K
|
14.7K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 5.25% |
$63.7K - $66.3K
|
22.3K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06K+ 11.73% |
$60.6K - $63.1K
|
10.1K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1K+ 25.31% |
$57.5K - $59.9K
|
4.97K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 164.2% |
$57.3K - $59.7K
|
1.61K
$95.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
960New |
$55K - $57.3K
|
960
$57.2K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
950New |
$54.5K - $56.7K
|
950
$56.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
931+ 22.53% |
$53.4K - $55.5K
|
5.06K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
925+ 4.53% |
$53K - $55.2K
|
21.3K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
879+ 3.6% |
$50.4K - $52.4K
|
25.3K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
876+ 7300.0% |
$50.2K - $52.3K
|
888
$52.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
861New |
$49.4K - $51.4K
|
861
$51.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
833+ 11.32% |
$47.7K - $49.7K
|
8.19K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
808+ 3.75% |
$46.3K - $48.2K
|
22.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
804New |
$46.1K - $48K
|
804
$47.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
748+ 0.95% |
$42.9K - $44.6K
|
79.6K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
724+ 11.51% |
$41.5K - $43.2K
|
7.02K
$418K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
696New |
$39.9K - $41.5K
|
696
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
676New |
$38.7K - $40.3K
|
676
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
624New |
$35.8K - $37.2K
|
624
$37.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
619New |
$35.5K - $36.9K
|
619
$36.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
588+ 50.69% |
$33.7K - $35.1K
|
1.75K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
532+ 40.99% |
$30.5K - $31.7K
|
1.83K
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
515+ 4.29% |
$29.5K - $30.7K
|
12.5K
$746K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
500New |
$28.7K - $29.8K
|
500
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
491+ 7.26% |
$28.1K - $29.3K
|
7.25K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
482+ 11.63% |
$27.6K - $28.8K
|
4.63K
$276K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
446+ 64.45% |
$25.6K - $26.6K
|
1.14K
$67.8K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
441+ 9.37% |
$25.3K - $26.3K
|
5.15K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
439+ 5.05% |
$25.2K - $26.2K
|
9.13K
$544K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
410+ 1.76% |
$23.5K - $24.5K
|
23.7K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 10.13% |
$23.5K - $24.5K
|
4.46K
$265K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
383+ 5.11% |
$22K - $22.8K
|
7.89K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
363+ 6.47% |
$20.8K - $21.7K
|
5.98K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
352+ 2.67% |
$20.2K - $21K
|
13.5K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
328+ 3.28% |
$18.8K - $19.6K
|
10.3K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
301+ 0.39% |
$17.3K - $18K
|
77.4K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
295+ 2.59% |
$16.9K - $17.6K
|
11.7K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
293+ 4.9% |
$16.8K - $17.5K
|
6.27K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
290+ 1.67% |
$16.6K - $17.3K
|
17.6K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
256+ 2.77% |
$14.7K - $15.3K
|
9.51K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 3.33% |
$14.4K - $15K
|
7.8K
$465K
|