iShares Core Growth Allocation ETF (AOR) Institutional Ownership

$55.98
+0.03 (+0.05%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$445.79M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$63.24M
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AOR Institutional Buying and Selling by Quarter

iShares Core Growth Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Comerica Bank6,362$354K0.0%-64.5%0.018%
5/16/2024Jane Street Group LLC75,003$4.18M0.0%+12.3%0.207%
5/16/2024High Falls Advisors Inc15,574$867K0.2%+5.6%0.043%
5/16/2024 Waverly Advisors LLC241,670$13.45M0.3%+26.1%0.668%
5/14/2024 Northwest Wealth Management LLC56,386$3.14M0.9%+1.0%0.156%
5/14/2024 Oxford Financial Group LTD. LLC13,899$774K0.1%-15.6%0.038%
5/10/2024 Osaic Holdings Inc.170,299$9.48M0.0%-1.5%0.470%
5/10/2024 Nicolet Advisory Services LLC8,755$483K0.0%-2.2%0.024%
5/10/2024 First Foundation Advisors66,109$3.68M0.1%+9.7%0.183%
5/10/2024 Reston Wealth Management LLC9,779$544K0.2%+34.9%0.027%
5/9/2024 Kingsview Wealth Management LLC14,400$802K0.0%-34.7%0.040%
5/8/2024 Camarda Financial Advisors LLC9,800$546K0.2%-2.0%0.027%
5/8/2024 Bell Investment Advisors Inc149,960$8.35M1.6%+0.5%0.414%
5/8/2024 Avantax Advisory Services Inc.41,996$2.34M0.0%-4.1%0.116%
5/8/2024 Verus Financial Partners Inc.4,476$249K0.0%-60.8%0.012%
5/8/2024 Wealth Forward LLC103,645$5.77M4.5%+1.3%0.286%
5/7/2024 Nvwm LLC5,366$299K0.1%+3.6%0.015%
5/7/2024 Howard Wealth Management LLC4,984$277K0.2%-5.0%0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.9,472$527K0.0%-9.5%0.026%
5/6/2024 Gallacher Capital Management LLC8,561$477K0.2%-3.2%0.024%
5/3/2024 RIA Advisory Group LLC9,629$536K0.2%-37.9%0.027%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC17,755$988K0.0%-26.1%0.049%
5/2/2024 FinTrust Capital Advisors LLC40,838$2.27M0.4%+17.0%0.113%
5/2/2024 PDS Planning Inc16,572$923K0.1%-1.9%0.046%
5/1/2024 Janney Montgomery Scott LLC38,655$2.15M0.0%-84.9%0.107%
5/1/2024 Prosperity Consulting Group LLC36,052$2.01M0.3%+78.1%0.100%
5/1/2024 Mission Wealth Management LP11,369$633K0.0%N/A0.031%
5/1/2024 Worth Financial Advisory Group LLC37,758$2.10M1.5%-1.6%0.104%
4/30/2024 Private Advisor Group LLC26,240$1.46M0.0%+18.1%0.072%
4/30/2024 Strategic Wealth Partners Group LLC318,981$17.76M2.0%-1.9%0.867%
4/29/2024Commonwealth Equity Services LLC83,061$4.62M0.0%+3.4%0.226%
4/29/2024 RWA Wealth Partners LLC49,556$2.76M0.0%-2.1%0.135%
4/29/2024 Archvest Wealth Advisors Inc.4,270$237K0.2%+5.7%0.012%
4/29/2024 Brio Consultants LLC5,712$318K0.1%N/A0.016%
4/27/2024 DORVAL Corp6,294$342K0.2%N/A0.017%
4/26/2024 McKinley Carter Wealth Services Inc.15,161$844K0.1%-3.4%0.041%
4/26/2024 Clear Creek Financial Management LLC4,313$240K0.0%-7.7%0.012%
4/26/2024 Mesirow Financial Investment Management Inc.619,549$34.49M0.8%N/A1.684%
4/25/2024 Lodestar Private Asset Management LLC66,099$3.68M0.5%+4.6%0.180%
4/25/2024 TRUE Private Wealth Advisors112,878$6.28M0.7%+2.3%0.307%
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4/25/2024 Capital Investment Advisory Services LLC4,308$240K0.0%-9.3%0.012%
4/25/2024 Eudaimonia Advisors LLC9,252$515K0.3%+17.8%0.025%
4/25/2024 Cambridge Investment Research Advisors Inc.174,036$9.69M0.0%+1.0%0.473%
4/24/2024 Patton Albertson Miller Group LLC76,877$4.28M0.6%-2.9%0.209%
4/24/2024 CENTRAL TRUST Co11,697$651K0.0%+2.3%0.032%
4/24/2024 Marino Stram & Associates LLC71,671$3.99M0.9%-1.4%0.195%
4/24/2024 Dakota Wealth Management90,669$5.05M0.1%-1.6%0.246%
4/24/2024 Landmark Wealth Management LLC4,322$241K0.1%-22.0%0.012%
4/24/2024 Archford Capital Strategies LLC11,262$627K0.1%-1.8%0.031%
4/24/2024 NBT Bank N A NY71,700$3.99M0.3%+8.4%0.195%
4/23/2024 BSW Wealth Partners134,712$7.50M1.3%-11.1%0.366%
4/23/2024 Milestone Asset Management LLC9,218$513K0.1%+64.5%0.025%
4/23/2024 Morton Brown Family Wealth LLC12,621$703K0.3%-2.4%0.034%
4/23/2024 Venturi Wealth Management LLC6,597$367K0.0%-5.7%0.018%
4/23/2024 Viewpoint Investment Partners Corp57,590$3.21M2.5%+31.4%0.156%
4/23/2024 Raymond James Financial Services Advisors Inc.50,198$2.80M0.0%+3.4%0.136%
4/22/2024 Corrigan Financial Inc.10,201$568K0.1%N/A0.028%
4/22/2024 Cahaba Wealth Management Inc.13,914$775K0.1%-6.6%0.038%
4/22/2024 Greystone Financial Group LLC16,980$945K0.2%+19.2%0.046%
4/22/2024 CKW Financial Group5,837$324K0.0%+4.4%0.016%
4/19/2024 Fort Henry Capital LLC59,346$3.30M2.4%-2.3%0.161%
4/19/2024 RTD Financial Advisors Inc.29,165$1.62M0.2%+9.3%0.079%
4/19/2024 Tempus Wealth Planning LLC10,596$590K0.3%+2.8%0.029%
4/18/2024 Oxinas Partners Wealth Management LLC21,031$1.17M0.8%+30.0%0.057%
4/18/2024 Fidato Wealth LLC12,670$705K0.6%+8.5%0.034%
4/18/2024 Kowal Investment Group LLC5,450$303K0.1%-32.1%0.015%
4/17/2024 Trilogy Capital Inc.14,896$829K0.0%-16.2%0.040%
4/17/2024 Avalon Capital Management15,048$838K0.3%+7.2%0.041%
4/16/2024 Weaver Consulting Group75,453$4.20M1.6%-0.3%0.205%
4/16/2024 Capital Insight Partners LLC24,657$1.37M0.3%-14.6%0.067%
4/16/2024 Harbor Group Inc.27,661$1.54M0.4%-4.5%0.075%
4/16/2024 Wealth Enhancement Advisory Services LLC76,490$4.26M0.0%+2.1%0.208%
4/15/2024 Aspiriant LLC414,900$23.10M1.0%-10.6%1.127%
4/15/2024 Brookstone Capital Management62,238$3.47M0.1%-2.7%0.169%
4/15/2024 Sunbelt Securities Inc.5,818$324K0.0%+51.6%0.016%
4/15/2024 Kingswood Wealth Advisors LLC11,500$640K0.1%-2.5%0.031%
4/12/2024 Fermata Advisors LLC3,615$201K0.0%N/A0.010%
4/12/2024 Divergent Planning LLC5,244$291K0.1%-7.3%0.014%
4/12/2024 Global Assets Advisory LLC1,191,466$66.33M0.2%+5,662.8%3.169%
4/12/2024 AdvisorNet Financial Inc11,813$658K0.1%-28.7%0.031%
4/12/2024 Lbmc Investment Advisors LLC79,982$4.45M0.4%-0.5%0.213%
4/11/2024 Unique Wealth LLC86,310$4.81M1.4%+2.2%0.230%
4/11/2024 International Assets Investment Management LLC4,586$254K0.0%+7.4%0.012%
4/11/2024 Boston Standard Wealth Management LLC6,980$389K0.1%+24.3%0.019%
4/11/2024 MCIA Inc10,284$568K0.2%-9.1%0.027%
4/10/2024 Legacy Financial Group LLC31,403$1.75M0.4%N/A0.084%
4/10/2024 Weitzel Financial Services Inc.6,972$386K0.2%+15.8%0.019%
4/9/2024 Ellenbecker Investment Group68,052$3.79M0.8%+4.8%0.181%
4/9/2024 New Capital Management LP8,033$447K0.1%+2.3%0.021%
4/3/2024 Strategic Advocates LLC6,774$377K0.1%-2.7%0.018%
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4/2/2024 Stonehearth Capital Management LLC3,952$220K0.1%N/A0.011%
3/6/2024 SageView Advisory Group LLC13,103$700K0.0%-6.0%0.035%
3/1/2024 Transcendent Capital Group LLC723$38K0.0%N/A0.002%
2/26/2024 Integrated Advisors Network LLC32,322$1.72M0.1%-1.6%0.086%
2/22/2024Napa Wealth Management43,927$2.34M1.3%N/A0.117%
2/21/2024 Wealth Forward LLC102,305$5.44M4.6%N/A0.272%
2/16/2024 Global Assets Advisory LLC20,675$1.09M1.4%+2.5%0.055%
2/15/2024 Bell Investment Advisors Inc149,153$7.93M1.6%-5.0%0.397%
2/14/2024 Syverson Strege & Co6,780$361K0.1%-28.6%0.018%
2/14/2024 Waverly Advisors LLC191,714$10.20M0.4%+0.9%0.510%
(Data available from 1/1/2016 forward)

AOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOR shares?

During the previous two years, 316 institutional investors and hedge funds held shares of iShares Core Growth Allocation ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($39.12B), Wells Fargo & Company MN ($127.91M), Bank of America Corp DE ($85.80M), Global Assets Advisory LLC ($66.33M), Raymond James & Associates ($55.74M), Halbert Hargrove Global Advisors LLC ($52.50M), and Mesirow Financial Investment Management Inc. ($34.49M).Learn more on AOR's institutional investors.

Which institutional investors have been buying iShares Core Growth Allocation ETF stock?

Of the 267 institutional investors that purchased iShares Core Growth Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($7.94M), Raymond James & Associates ($2.66M), Aspiriant LLC ($1.58M), Global Assets Advisory LLC ($1.19M), Janney Montgomery Scott LLC ($754.50K), Mesirow Financial Investment Management Inc. ($619.55K), and WestEnd Advisors LLC ($609.86K).

How much institutional buying is happening at iShares Core Growth Allocation ETF?

Institutional investors have bought a total of 24,415,446 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Which iShares Core Growth Allocation ETF major shareholders have been selling company stock?

Of the 189 institutional investors that sold iShares Core Growth Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($2.01M), Aspiriant LLC ($1.38M), Janney Montgomery Scott LLC ($914.66K), WestEnd Advisors LLC ($487.68K), Bell Investment Advisors Inc ($341.78K), Richard Bernstein Advisors LLC ($281.12K), and Strategic Wealth Partners Group LLC ($253.60K).

How much institutional selling is happening at iShares Core Growth Allocation ETF?

Institutional investors have sold a total of 8,147,628 shares in the last 24 months. This volume of shares sold represents approximately $400.03M in transactions.


This page (NYSEARCA:AOR) was last updated on 5/18/2024 by MarketBeat.com Staff

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