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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 0.57% |
$974 - $1.01K
|
2.97K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.25% |
$1.15K - $1.19K
|
7.86K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.12% |
$1.55K - $1.61K
|
22.6K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-42- 0.9% |
$2.41K - $2.51K
|
4.6K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-49- 0.11% |
$2.81K - $2.92K
|
44.8K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-50- 0.79% |
$2.87K - $2.98K
|
6.31K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 29.41% |
$2.87K - $2.98K
|
120
$7.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-53- 0.49% |
$3.04K - $3.16K
|
10.8K
$636K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 4.9% |
$3.1K - $3.22K
|
1.05K
$61.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-65- 1.76% |
$3.73K - $3.88K
|
3.64K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-96- 7.33% |
$5.5K - $5.73K
|
1.21K
$71.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 11.76% |
$5.73K - $5.97K
|
750
$44.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-107- 1.99% |
$6.13K - $6.38K
|
5.28K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112- 0.55% |
$6.42K - $6.68K
|
20.1K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-116- 0.92% |
$6.65K - $6.92K
|
12.5K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-118- 0.43% |
$6.76K - $7.04K
|
27.4K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.97% |
$6.76K - $7.04K
|
5.88K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-131- 0.64% |
$7.51K - $7.82K
|
20.3K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-150- 0.23% |
$8.6K - $8.95K
|
65.3K
$3.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-158- 1.89% |
$9.06K - $9.43K
|
8.21K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-170- 2.65% |
$9.74K - $10.1K
|
6.25K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-184- 2.14% |
$10.5K - $11K
|
8.4K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.11% |
$10.6K - $11K
|
16.5K
$973K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-188- 2.06% |
$10.8K - $11.2K
|
8.96K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-188- 2.18% |
$10.8K - $11.2K
|
8.45K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-198- 1.27% |
$11.3K - $11.8K
|
15.4K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-217- 0.93% |
$12.4K - $12.9K
|
23.2K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-218- 5.84% |
$12.5K - $13K
|
3.51K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-228- 3.75% |
$13.1K - $13.6K
|
5.85K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-244- 1.09% |
$14K - $14.6K
|
22.1K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-247- 4.78% |
$14.2K - $14.7K
|
4.92K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-265- 4.58% |
$15.2K - $15.8K
|
5.52K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-271- 31.59% |
$15.5K - $16.2K
|
587
$34.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-274- 2.13% |
$15.7K - $16.3K
|
12.6K
$741K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-282- 6.43% |
$16.2K - $16.8K
|
4.1K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-291- 4.33% |
$16.7K - $17.4K
|
6.43K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-300- 0.73% |
$17.2K - $17.9K
|
40.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-328- 5.21% |
$18.8K - $19.6K
|
5.97K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-360- 3.78% |
$20.6K - $21.5K
|
9.16K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 1.45% |
$21.4K - $22.3K
|
25.3K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-374- 3.55% |
$21.4K - $22.3K
|
10.2K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-379- 1.15% |
$21.7K - $22.6K
|
32.5K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-432- 0.27% |
$24.8K - $25.8K
|
162K
$9.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467- 6.73% |
$26.8K - $27.9K
|
6.47K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-516- 10.73% |
$29.6K - $30.8K
|
4.29K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-681- 4.88% |
$39K - $40.6K
|
13.3K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-688- 1.98% |
$39.4K - $41K
|
34.1K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-697- 0.22% |
$40K - $41.6K
|
311K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-768- 3.83% |
$44K - $45.8K
|
19.3K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-771- 7.42% |
$44.2K - $46K
|
9.62K
$567K
|