QQQ   414.08 (-2.20%)
AAPL   165.02 (-1.21%)
MSFT   399.11 (-1.28%)
META   481.95 (-3.96%)
GOOGL   154.23 (-1.14%)
AMZN   174.65 (-2.55%)
TSLA   147.13 (-1.87%)
NVDA   763.66 (-9.81%)
AMD   146.71 (-5.40%)
NIO   3.80 (-5.00%)
BABA   69.06 (+0.26%)
T   16.50 (+1.04%)
F   12.14 (+0.66%)
MU   106.90 (-4.49%)
GE   148.08 (-3.18%)
CGC   7.97 (+1.79%)
DIS   112.58 (+0.13%)
AMC   3.18 (+8.90%)
PFE   25.97 (+2.28%)
PYPL   62.26 (+0.26%)
XOM   119.97 (+1.22%)
QQQ   414.08 (-2.20%)
AAPL   165.02 (-1.21%)
MSFT   399.11 (-1.28%)
META   481.95 (-3.96%)
GOOGL   154.23 (-1.14%)
AMZN   174.65 (-2.55%)
TSLA   147.13 (-1.87%)
NVDA   763.66 (-9.81%)
AMD   146.71 (-5.40%)
NIO   3.80 (-5.00%)
BABA   69.06 (+0.26%)
T   16.50 (+1.04%)
F   12.14 (+0.66%)
MU   106.90 (-4.49%)
GE   148.08 (-3.18%)
CGC   7.97 (+1.79%)
DIS   112.58 (+0.13%)
AMC   3.18 (+8.90%)
PFE   25.97 (+2.28%)
PYPL   62.26 (+0.26%)
XOM   119.97 (+1.22%)
QQQ   414.08 (-2.20%)
AAPL   165.02 (-1.21%)
MSFT   399.11 (-1.28%)
META   481.95 (-3.96%)
GOOGL   154.23 (-1.14%)
AMZN   174.65 (-2.55%)
TSLA   147.13 (-1.87%)
NVDA   763.66 (-9.81%)
AMD   146.71 (-5.40%)
NIO   3.80 (-5.00%)
BABA   69.06 (+0.26%)
T   16.50 (+1.04%)
F   12.14 (+0.66%)
MU   106.90 (-4.49%)
GE   148.08 (-3.18%)
CGC   7.97 (+1.79%)
DIS   112.58 (+0.13%)
AMC   3.18 (+8.90%)
PFE   25.97 (+2.28%)
PYPL   62.26 (+0.26%)
XOM   119.97 (+1.22%)
QQQ   414.08 (-2.20%)
AAPL   165.02 (-1.21%)
MSFT   399.11 (-1.28%)
META   481.95 (-3.96%)
GOOGL   154.23 (-1.14%)
AMZN   174.65 (-2.55%)
TSLA   147.13 (-1.87%)
NVDA   763.66 (-9.81%)
AMD   146.71 (-5.40%)
NIO   3.80 (-5.00%)
BABA   69.06 (+0.26%)
T   16.50 (+1.04%)
F   12.14 (+0.66%)
MU   106.90 (-4.49%)
GE   148.08 (-3.18%)
CGC   7.97 (+1.79%)
DIS   112.58 (+0.13%)
AMC   3.18 (+8.90%)
PFE   25.97 (+2.28%)
PYPL   62.26 (+0.26%)
XOM   119.97 (+1.22%)

iShares Core Growth Allocation ETF (AOR) Institutional Ownership

$53.33
-0.15 (-0.28%)
(As of 04:00 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$445.14M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$221.40M
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Skip Chart & View Institutional Buying and Selling Data

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
4/18/2024Oxinas Partners Wealth Management LLC21,031$1.17M0.8%+30.0%0.057%
4/18/2024Fidato Wealth LLC12,670$705K0.6%+8.5%0.034%
4/18/2024Kowal Investment Group LLC5,450$303K0.1%-32.1%0.015%
4/17/2024Trilogy Capital Inc.14,896$829K0.0%-16.2%0.040%
4/17/2024Avalon Capital Management15,048$838K0.3%+7.2%0.041%
4/16/2024Weaver Consulting Group75,453$4.20M1.6%-0.3%0.205%
4/16/2024Capital Insight Partners LLC24,657$1.37M0.3%-14.6%0.067%
4/16/2024Harbor Group Inc.27,661$1.54M0.4%-4.5%0.075%
4/16/2024Wealth Enhancement Advisory Services LLC76,490$4.26M0.0%+2.1%0.208%
4/15/2024Aspiriant LLC414,900$23.10M1.0%-10.6%1.127%
4/15/2024Brookstone Capital Management62,238$3.47M0.1%-2.7%0.169%
4/15/2024Sunbelt Securities Inc.5,818$324K0.0%+51.6%0.016%
4/15/2024Kingswood 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%
4/2/2024 Stonehearth Capital Management LLC3,952$220K0.1%N/A0.011%
3/6/2024SageView Advisory Group LLC13,103$700K0.0%-6.0%0.035%
3/1/2024Transcendent Capital Group LLC723$38K0.0%N/A0.002%
3/1/2024Goldman Sachs Group Inc.22,073$1.17M0.0%-42.4%0.059%
2/26/2024Integrated Advisors Network LLC32,322$1.72M0.1%-1.6%0.086%
2/22/2024Napa Wealth Management43,927$2.34M1.3%N/A0.117%
2/21/2024Wealth Forward LLC102,305$5.44M4.6%N/A0.272%
2/16/2024SageView Advisory Group LLC13,103$700K0.0%-6.0%0.035%
2/16/2024 Global Assets Advisory LLC20,675$1.09M1.4%+2.5%0.055%
2/15/2024Gould Capital LLC7,316$389K0.3%-7.6%0.019%
2/15/2024High Falls Advisors Inc14,755$785K0.2%+6.3%0.039%
2/15/2024Encompass More Asset Management9,404$500K0.6%N/A0.025%
2/15/2024 Weitzel Financial Services Inc.6,020$318K0.2%+21.3%0.016%
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2/15/2024Modera Wealth Management LLC7,364$392K0.0%+40.6%0.020%
2/15/2024Gallagher Fiduciary Advisors LLC7,658$407K0.0%+22.3%0.020%
2/15/2024Bell Investment Advisors Inc149,153$7.93M1.6%-5.0%0.397%
2/15/2024Citadel Advisors LLC14,647$779K0.0%+213.9%0.039%
2/15/2024Comerica Bank17,935$954K0.0%+333.3%0.048%
2/14/2024Royal Bank of Canada256,911$13.67M0.0%+40.3%0.683%
2/14/2024Syverson Strege & Co6,780$361K0.1%-28.6%0.018%
2/14/2024Waverly Advisors LLC191,714$10.20M0.4%+0.9%0.510%
2/14/2024Kestra Advisory Services LLC152,713$8.12M0.1%-6.0%0.406%
2/14/2024Creative Planning26,384$1.40M0.0%N/A0.070%
2/14/2024Greystone Financial Group LLC14,242$758K0.2%+5.9%0.038%
2/14/2024Elevate Wealth Advisory Inc.6,402$341K0.3%N/A0.017%
2/14/2024Visionary Wealth Advisors41,310$2.20M0.2%-3.3%0.110%
2/14/2024Waterloo Capital L.P.33,037$1.76M0.3%+151.1%0.088%
2/13/2024Envestnet Asset Management Inc.391,046$20.80M0.0%+379.9%1.040%
2/13/2024Cetera Advisor Networks LLC25,363$1.35M0.0%+1.2%0.067%
2/13/2024Goldman Sachs Group Inc.22,073$1.17M0.0%-42.4%0.059%
2/13/2024Coco Enterprises LLC24,837$1.32M1.0%-1.6%0.066%
2/13/2024FinTrust Capital Advisors LLC34,893$1.86M0.4%-1.3%0.093%
2/12/2024Chesapeake Wealth Management3,960$211K0.1%N/A0.011%
2/12/2024 Burkett Financial Services LLC537$29K0.0%N/A0.001%
2/12/2024Stifel Financial Corp259,280$13.79M0.0%+216.3%0.690%
2/9/2024Advisory Services Network LLC2,645$141K0.0%N/A0.007%
2/9/2024TBH Global Asset Management LLC5,125$273K0.1%-49.4%0.014%
2/9/2024SageView Advisory Group LLC13,103$700K0.0%-6.0%0.035%
2/9/2024Cambridge Investment Research Advisors Inc.172,242$9.16M0.0%+0.3%0.458%
2/9/2024Assetmark Inc.324,385$17.25M0.1%-5.8%0.863%
2/9/2024Corient Private Wealth LLC40,510$2.16M0.0%+2.1%0.108%
2/9/2024D.A. Davidson & CO.9,903$527K0.0%+93.4%0.026%
2/9/2024Wells Fargo & Company MN2,404,813$127.91M0.0%+270.1%6.396%
2/9/2024UBS Group AG159,853$8.50M0.0%-23.3%0.425%
2/8/2024TrinityPoint Wealth LLC10,163$541K0.1%-47.6%0.027%
2/8/2024Kingsview Wealth Management LLC22,066$1.17M0.0%-27.7%0.059%
2/8/2024Integrity Wealth Solutions LLC9,606$511K0.4%N/A0.026%
2/8/2024Beacon Pointe Advisors LLC6,203$330K0.0%-22.6%0.016%
2/8/2024Efficient Advisors LLC6,859$365K0.0%-15.2%0.018%
2/8/2024Wade G W & Inc.48,562$2.58M0.1%-8.9%0.129%
2/8/2024Foundations Investment Advisors LLC5,096$273K0.0%+19.7%0.014%
2/8/2024Janney Montgomery Scott LLC256,609$13.65M0.0%+369.7%0.682%
2/8/2024Nvwm LLC5,182$276K0.1%+38.6%0.014%
2/8/2024JNBA Financial Advisors856$46K0.0%-48.9%0.002%
2/7/2024Avantax Advisory Services Inc.43,814$2.33M0.0%+27.9%0.117%
2/7/2024McKinley Carter Wealth Services Inc.15,700$835K0.1%+8.3%0.042%
2/7/2024Envestnet Portfolio Solutions Inc.10,469$557K0.0%+34.6%0.028%
2/7/2024 Strategic Advocates LLC6,965$370K0.2%-13.0%0.019%
2/7/2024Integrity Financial Corp WA26,924$1.43M1.0%-6.7%0.072%
2/7/2024Cary Street Partners Investment Advisory LLC5,360$285K0.0%N/A0.014%
2/7/2024Lebenthal Global Advisors LLC175,964$9.36M2.2%+1,881.4%0.468%
2/7/2024Van Hulzen Asset Management LLC5,721$304K0.0%+14.7%0.015%
2/7/2024Howard Wealth Management LLC5,245$279K0.2%-7.8%0.014%
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2/7/2024Patton Albertson Miller Group LLC79,179$4.21M0.7%-0.6%0.211%
2/7/2024Verus Financial Partners Inc.11,416$608K0.1%-6.6%0.030%
2/6/2024Moss Adams Wealth Advisors LLC5,276$281K0.1%+19.3%0.014%
2/6/2024Pacific Capital Wealth Advisors Inc.23,335$1.24M0.3%+3.0%0.062%
2/6/2024Balanced Wealth Group LLC7,027$374K0.2%N/A0.019%
2/6/2024Peregrine Asset Advisers Inc.5,613$299K0.1%-6.0%0.015%
2/6/2024Lincoln National Corp14,410$766K0.0%+1.4%0.038%
2/6/2024Private Advisor Group LLC22,225$1.18M0.0%+13.8%0.059%
2/6/2024Gallacher Capital Management LLC8,840$470K0.3%+24.3%0.024%
2/6/2024National Bank of Canada FI86,788$4.58M0.0%+95.6%0.231%
(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, 351 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), BlackRock Inc. ($79.45M), Bank of America Corp DE ($68.37M), Global Assets Advisory LLC ($66.33M), Raymond James & Associates ($55.74M), and Halbert Hargrove Global Advisors LLC ($52.50M).Learn more on AOR's institutional investors.

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

Of the 309 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 ($1.62M), Global Assets Advisory LLC ($1.19M), Halbert Hargrove Global Advisors LLC ($1.17M), Janney Montgomery Scott LLC ($848.84K), and Envestnet Asset Management Inc. ($692.82K).

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

Institutional investors have bought a total of 27,532,424 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 211 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 ($2.18M), Aspiriant LLC ($1.38M), Janney Montgomery Scott LLC ($696.71K), UBS Group AG ($672.81K), WestEnd Advisors LLC ($577.40K), Bank of America Corp DE ($503.54K), and Stifel Financial Corp ($501.14K).

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

Institutional investors have sold a total of 11,242,680 shares in the last 24 months. This volume of shares sold represents approximately $558.01M in transactions.


This page (NYSEARCA:AOR) was last updated on 4/19/2024 by MarketBeat.com Staff

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