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iShares Core Growth Allocation ETF (AOR) Institutional Ownership

iShares Core Growth Allocation ETF logo
$57.73
+0.09 (+0.16%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$454.38M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$53.85M
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AOR Institutional Buying and Selling by Quarter

iShares Core Growth Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Mesirow Financial Investment Management Inc.601,179$35.61M0.7%-1.7%1.661%
11/1/2024Assetmark Inc.304,229$18.02M0.1%+0.4%0.840%
11/1/2024Burt Wealth Advisors65,455$3.88M1.0%-0.3%0.181%
11/1/2024Strategic Family Wealth Counselors L.L.C.57,122$3.38M1.2%+4.8%0.158%
11/1/2024 Philip James Wealth Mangement LLC6,673$395K0.0%-9.1%0.018%
10/31/2024 Weitzel Financial Services Inc.10,699$633K0.3%+24.1%0.030%
10/31/2024 Consilium Wealth Advisory LLC294,186$17.43M9.5%+2.0%0.813%
10/31/2024 Concurrent Investment Advisors LLC8,692$515K0.0%+2.2%0.024%
10/30/2024 RTD Financial Advisors Inc.27,508$1.63M0.2%+0.8%0.076%
10/30/2024 Landmark Wealth Management LLC4,012$238K0.1%N/A0.011%
10/29/2024 BSW Wealth Partners162,866$9.65M1.4%-0.5%0.450%
10/29/2024 Nvwm LLC6,291$373K0.1%+13.5%0.017%
10/28/2024 Lebenthal Global Advisors LLC330,501$19.58M4.0%-9.0%0.913%
10/28/2024 Focus Financial Network Inc.61,337$3.63M0.1%N/A0.169%
10/28/2024 Summit Wealth Partners LLC13,555$803K0.2%+1.9%0.037%
10/28/2024 Reston Wealth Management LLC2,314$137K0.0%-76.3%0.006%
10/28/2024 Wealth Forward LLC103,788$6.15M4.3%+2.8%0.287%
10/25/2024 Financial Advocates Investment Management4,026$239K0.0%N/A0.011%
10/25/2024 WestEnd Advisors LLC43,685$2.59M0.1%+27.5%0.121%
10/25/2024 Highline Wealth Partners LLC692$41K0.0%N/A0.002%
10/25/2024 Lodestar Private Asset Management LLC68,847$4.08M0.5%+1.1%0.190%
10/25/2024 Strategic Blueprint LLC3,730$221K0.0%N/A0.010%
10/25/2024 Worth Financial Advisory Group LLC33,481$1.98M1.2%-2.9%0.092%
10/24/2024 Fort Henry Capital LLC59,551$3.53M2.4%-0.5%0.165%
10/24/2024 Modera Wealth Management LLC9,014$534K0.0%+4.7%0.025%
10/24/2024 Wealth Enhancement Advisory Services LLC74,367$4.41M0.0%-3.0%0.205%
10/23/2024 Allworth Financial LP28,619$1.70M0.0%-2.7%0.079%
10/23/2024 DORVAL Corp6,079$354K0.1%-3.4%0.017%
10/23/2024 Dakota Wealth Management85,549$5.07M0.1%-1.3%0.236%
10/23/2024 Greystone Financial Group LLC15,133$896K0.2%-4.0%0.042%
10/23/2024 CENTRAL TRUST Co12,648$749K0.0%+4.2%0.035%
10/23/2024 JMG Financial Group Ltd.3,996$237K0.0%N/A0.011%
10/23/2024 SimpliFi Inc.20,046$1.19M0.5%-2.5%0.055%
10/22/2024 International Assets Investment Management LLC246,792$14.62M0.0%+5,281.4%0.682%
10/22/2024 Private Advisor Group LLC22,898$1.36M0.0%-2.3%0.063%
10/22/2024 Tempus Wealth Planning LLC12,769$756K0.3%+1.7%0.035%
10/21/2024 MPS Loria Financial Planners LLC5,470$324K0.1%+29.2%0.015%
10/21/2024 Foundations Investment Advisors LLC204,307$12.10M0.3%+13.5%0.564%
10/21/2024 Integrity Financial Corp WA25,713$1.52M0.9%-2.2%0.071%
10/21/2024 Integrity Wealth Solutions LLC10,837$642K0.4%+12.0%0.030%
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10/21/2024 Whittier Trust Co. of Nevada Inc.564$33K0.0%N/A0.002%
10/21/2024 Trilogy Capital Inc.12,842$761K0.0%-5.5%0.035%
10/18/2024Raymond James & Associates42,896$2.54M0.0%-7.5%0.118%
10/18/2024Moss Adams Wealth Advisors LLC10,998$652K0.1%+2.6%0.030%
10/17/2024Aspiriant LLC444,445$26.33M1.0%-0.7%1.228%
10/17/2024Ellenbecker Investment Group79,255$4.70M0.9%+10.4%0.219%
10/17/2024 Heirloom Wealth Management9,438$559K0.2%-3.7%0.026%
10/16/2024 McKinley Carter Wealth Services Inc.15,085$894K0.1%+3.0%0.042%
10/16/2024 Legacy Financial Group LLC24,847$1.47M0.3%-2.7%0.069%
10/16/2024 Mason & Associates LLC7,882$467K0.1%+21.4%0.022%
10/15/2024 Oxinas Partners Wealth Management LLC21,158$1.25M0.8%+1.5%0.058%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC16,689$989K0.0%+1.8%0.046%
10/11/2024 Creative Planning22,555$1.34M0.0%+4.8%0.062%
10/9/2024 Capital Insight Partners LLC23,563$1.40M0.2%-2.8%0.065%
10/9/2024 Northstar Group Inc.19,245$1.14M0.2%-5.5%0.053%
10/9/2024 Syntrinsic LLC34,205$2.01M0.7%-1.2%0.094%
10/8/2024 Brookstone Capital Management60,640$3.59M0.1%-0.6%0.168%
10/8/2024 Dynamic Advisor Solutions LLC19,912$1.18M0.0%-1.1%0.055%
10/7/2024 New Capital Management LP9,146$542K0.2%+2.4%0.025%
10/5/2024 Corrigan Financial Inc.11,170$662K0.2%+9.5%0.031%
10/3/2024 Unique Wealth LLC88,821$5.26M1.2%-1.8%0.245%
10/2/2024 Stonehearth Capital Management LLC3,702$219K0.1%N/A0.010%
9/5/2024Sanctuary Advisors LLC11,009$597K0.0%N/A0.030%
8/23/2024 Somnio Financial Group LLC5,032$283K0.2%N/A0.014%
8/22/2024Cetera Investment Advisers33,537$1.89M0.0%-3.5%0.093%
8/21/2024Truist Financial Corp106,601$6.00M0.0%-2.8%0.294%
8/16/2024High Falls Advisors Inc17,615$992K0.2%+13.1%0.049%
8/16/2024Sunbelt Securities Inc.10,394$585K0.1%+78.7%0.029%
8/16/2024Northwestern Mutual Wealth Management Co.24,147$1.36M0.0%+15.6%0.067%
8/16/2024Elevation Capital Advisory LLC99,963$5.63M2.6%N/A0.276%
8/16/2024Silver Lake Advisory LLC12,519$705K0.1%N/A0.035%
8/16/2024 Creative Planning21,521$1.21M0.0%-9.5%0.059%
8/14/2024Bank of Montreal Can19,521$1.10M0.0%+2.3%0.054%
8/13/2024 Kowal Investment Group LLC3,855$217K0.0%-29.3%0.011%
8/13/2024Chesapeake Wealth Management4,305$242K0.1%+8.7%0.012%
8/13/2024Boston Research & Management Inc.8,547$481K0.1%-3.2%0.024%
8/13/2024AE Wealth Management LLC15,897$895K0.0%-8.5%0.044%
8/12/2024Waterloo Capital L.P.6,488$365K0.0%+3.6%0.018%
8/12/2024Mercer Global Advisors Inc. ADV14,061$792K0.0%-3.7%0.039%
8/9/2024Marshall Financial Group Inc. ADV3,624$204K0.1%N/A0.010%
8/9/2024Renaissance Technologies LLC21,200$1.19M0.0%-10.9%0.059%
8/9/2024Mesirow Financial Investment Management Inc.611,845$34.47M0.8%-1.2%1.690%
8/9/2024One Capital Management LLC162,091$9.13M0.3%N/A0.448%
8/8/2024 Prosperity Consulting Group LLC39,284$2.21M0.3%+9.0%0.109%
8/8/2024Envestnet Asset Management Inc.35,646$2.01M0.0%-8.9%0.098%
8/8/2024Bell Investment Advisors Inc144,632$8.15M1.6%-3.6%0.400%
8/7/2024Vantage Financial Partners LLC3,786$213K0.1%N/A0.010%
8/6/2024 Ausdal Financial Partners Inc.5,169$291K0.0%+4.2%0.014%
8/6/2024 Koss Olinger Consulting LLC5,925$334K0.0%N/A0.016%
8/6/2024 Weitzel Financial Services Inc.8,620$485K0.2%+23.6%0.024%
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8/6/2024Gallacher Capital Management LLC9,790$551K0.3%+14.4%0.027%
8/6/2024Mosley Wealth Management3,615$204K0.2%N/A0.010%
8/6/2024EFG Asset Management Americas Corp.9,167$516K0.1%N/A0.025%
8/6/2024 Greystone Financial Group LLC15,763$888K0.2%-7.2%0.044%
8/6/2024Cahaba Wealth Management Inc.13,246$746K0.1%-4.8%0.037%
8/5/2024 Private Advisor Group LLC23,433$1.32M0.0%-10.7%0.065%
8/5/2024Northwest Wealth Management LLC48,118$2.71M0.7%-14.7%0.133%
8/3/2024National Bank of Canada FI30,661$1.72M0.0%-6.7%0.085%
8/2/2024 Sage Financial Group Inc.13,966$787K0.1%-9.0%0.039%
8/2/2024 Foundations Investment Advisors LLC179,953$10.14M0.2%+1,454.3%0.497%
(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, 329 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), Mesirow Financial Investment Management Inc. ($35.61M), Aspiriant LLC ($26.33M), and Arden Trust Co ($24.27M).Learn more on AOR's institutional investors.

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

Of the 275 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 ($7.43M), Raymond James & Associates ($2.47M), Global Assets Advisory LLC ($1.19M), Janney Montgomery Scott LLC ($663.27K), Mesirow Financial Investment Management Inc. ($619.55K), WestEnd Advisors LLC ($535.54K), and Bank of America Corp DE ($525.16K).

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

Institutional investors have bought a total of 21,870,060 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 186 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 ($2.02M), Aspiriant LLC ($1.38M), Janney Montgomery Scott LLC ($744.94K), Bell Investment Advisors Inc ($347.10K), WestEnd Advisors LLC ($335.93K), Richard Bernstein Advisors LLC ($281.12K), and Affiance Financial LLC ($149.16K).

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

Institutional investors have sold a total of 7,049,481 shares in the last 24 months. This volume of shares sold represents approximately $351.83M in transactions.


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This page (NYSEARCA:AOR) was last updated on 11/2/2024 by MarketBeat.com Staff
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