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 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-815- 5.85% |
$46.7K - $48.6K
|
13.1K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-934- 14.0% |
$53.5K - $55.7K
|
5.74K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.09K- 0.36% |
$62.2K - $64.7K
|
303K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.94% |
$63.9K - $66.5K
|
7.5K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.15K- 4.62% |
$65.8K - $68.5K
|
23.7K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.2K- 10.54% |
$68.6K - $71.4K
|
10.2K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.23K- 19.97% |
$70.7K - $73.6K
|
4.94K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 1.43% |
$72.9K - $75.8K
|
87.6K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.3K- 4.56% |
$74.7K - $77.8K
|
27.3K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 15.62% |
$80.2K - $83.5K
|
7.56K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.52K- 6.12% |
$87.2K - $90.8K
|
23.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.61K- 12.62% |
$92.4K - $96.2K
|
11.2K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.63K- 2.69% |
$93.4K - $97.2K
|
59K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 12.61% |
$94.9K - $98.7K
|
11.5K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.78K- 1.82% |
$102K - $106K
|
96.3K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 16.28% |
$104K - $108K
|
9.34K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 8.16% |
$107K - $111K
|
21K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 38.41% |
$120K - $125K
|
3.37K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-2.44K- 20.52% |
$140K - $145K
|
9.44K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.57K- 1.6% |
$148K - $154K
|
158K
$9.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.71K- 11.52% |
$156K - $162K
|
20.8K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.35% |
$164K - $171K
|
82.7K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 3.4% |
$166K - $173K
|
82.2K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.07K- 14.49% |
$176K - $183K
|
18.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.19K- 24.69% |
$183K - $190K
|
9.74K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.48K- 5.84% |
$199K - $207K
|
56.1K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.69K- 2.7% |
$212K - $220K
|
133K
$7.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.15K- 96.43% |
$238K - $248K
|
154
$9.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 10.89% |
$300K - $313K
|
42.9K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.25K- 0.76% |
$301K - $313K
|
682K
$40.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.46K- 16.3% |
$313K - $326K
|
28K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.28K- 49.26% |
$360K - $374K
|
6.47K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.84K- 23.72% |
$392K - $408K
|
22K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.88K- 10.48% |
$509K - $530K
|
75.8K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.02K- 6.43% |
$517K - $538K
|
131K
$7.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.23K- 12.81% |
$529K - $551K
|
62.9K
$3.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.2K- 74.47% |
$644K - $670K
|
3.85K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-15.4K- 45.97% |
$884K - $920K
|
18.1K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 3.95% |
$1.01M - $1.05M
|
427K
$25.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30K- 48.9% |
$1.72M - $1.79M
|
31.3K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-103K- 59.86% |
$5.93M - $6.17M
|
69.4K
$4.09M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-241K- 97.74% |
$13.8M - $14.4M
|
5.58K
$329K
|