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 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
248+ 5.61% |
$14.2K - $14.8K
|
4.67K
$278K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
240+ 4.06% |
$13.8K - $14.3K
|
6.15K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
225New |
$12.9K - $13.4K
|
225
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 1.46% |
$12.8K - $13.4K
|
15.5K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
217+ 1.94% |
$12.4K - $12.9K
|
11.4K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
189+ 11.16% |
$10.8K - $11.3K
|
1.88K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 0.57% |
$10.5K - $10.9K
|
32.3K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170+ 3.35% |
$9.74K - $10.1K
|
5.24K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
165+ 0.73% |
$9.46K - $9.84K
|
22.7K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158+ 1.44% |
$9.06K - $9.43K
|
11.2K
$665K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
154+ 0.93% |
$8.83K - $9.19K
|
16.6K
$991K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
148+ 4.0% |
$8.48K - $8.83K
|
3.85K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
140+ 1.52% |
$8.02K - $8.35K
|
9.38K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
136+ 2.92% |
$7.8K - $8.11K
|
4.79K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 1.87% |
$7.05K - $7.34K
|
6.7K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
118+ 1.76% |
$6.76K - $7.04K
|
6.82K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
116+ 0.52% |
$6.65K - $6.92K
|
22.3K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
114+ 0.41% |
$6.53K - $6.8K
|
28.1K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
111New |
$6.36K - $6.62K
|
111
$6.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
105+ 55.26% |
$6.02K - $6.26K
|
295
$17.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
92+ 0.61% |
$5.27K - $5.49K
|
15.2K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
92+ 0.71% |
$5.27K - $5.49K
|
13.1K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 18.99% |
$4.53K - $4.71K
|
495
$29.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 0.46% |
$4.47K - $4.65K
|
17.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77+ 1.85% |
$4.41K - $4.59K
|
4.24K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 21.31% |
$4.3K - $4.47K
|
427
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
73+ 1.79% |
$4.18K - $4.36K
|
4.15K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
72+ 0.8% |
$4.13K - $4.3K
|
9.09K
$541K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
68+ 0.82% |
$3.9K - $4.06K
|
8.41K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
63+ 0.63% |
$3.61K - $3.76K
|
10.1K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
53+ 0.39% |
$3.04K - $3.16K
|
13.6K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 1.51% |
$2.87K - $2.98K
|
3.37K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
42+ 1.15% |
$2.41K - $2.51K
|
3.71K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
36+ 0.9% |
$2.06K - $2.15K
|
4.05K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
30+ 0.16% |
$1.72K - $1.79K
|
19.3K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
29+ 2.36% |
$1.66K - $1.73K
|
1.26K
$74.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.04% |
$1.66K - $1.73K
|
2.82K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 2.63% |
$1.15K - $1.19K
|
780
$46.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16+ 0.4% |
$917 - $955
|
4.03K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 11.82% |
$745 - $776
|
123
$7.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.47% |
$688 - $716
|
829
$49.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 1.5% |
$631 - $656
|
746
$44.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
11New |
$631 - $656
|
11
$655
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.79% |
$573 - $597
|
570
$34K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 1.64% |
$287 - $298
|
309
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.74% |
$287 - $298
|
680
$40.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.03% |
$229 - $239
|
15.1K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 1.72% |
$229 - $239
|
236
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.08% |
$229 - $239
|
4.8K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.08% |
$115 - $119
|
2.47K
$147K
|