Purchases and Sales Made in Q1 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE INTL AGGREGATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3K+ 289.34% |
$950K - $966K
|
26K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.3K+ 10.32% |
$950K - $965K
|
206K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.1K+ 3.25% |
$743K - $755K
|
480K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.1K+ 6.75% |
$694K - $705K
|
223K
$11.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12.6K+ 251.0% |
$617K - $627K
|
17.6K
$878K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12.5K+ 33.89% |
$613K - $623K
|
49.3K
$2.46M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 3.03% |
$608K - $618K
|
420K
$21M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
12.1K+ 7.14% |
$597K - $607K
|
182K
$9.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.1K+ 8.18% |
$593K - $602K
|
159K
$7.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 2.34% |
$511K - $520K
|
455K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1KNew |
$497K - $505K
|
10.1K
$505K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
9.98K+ 14.27% |
$491K - $499K
|
79.9K
$4M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.14KNew |
$449K - $457K
|
9.14K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9.02K+ 31.71% |
$443K - $451K
|
37.5K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.94K+ 2.51% |
$440K - $447K
|
364K
$18.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.79K+ 31.84% |
$432K - $439K
|
36.4K
$1.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
8.65KNew |
$425K - $432K
|
8.65K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.36K+ 78.83% |
$411K - $418K
|
19K
$949K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.17K+ 14.09% |
$402K - $408K
|
66.2K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.05K+ 29.96% |
$396K - $402K
|
34.9K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.9K+ 10.09% |
$388K - $395K
|
86.1K
$4.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.86K+ 17.79% |
$386K - $393K
|
52K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.85K+ 3.23% |
$386K - $392K
|
251K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.57K+ 606.89% |
$372K - $378K
|
8.82K
$441K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.49K+ 38.09% |
$368K - $374K
|
27.2K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.3K+ 9.5% |
$359K - $365K
|
84.1K
$4.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.88K+ 12.65% |
$338K - $344K
|
61.2K
$3.06M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.53KNew |
$321K - $326K
|
6.53K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6.32KNew |
$311K - $316K
|
6.32K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.14K+ 37.78% |
$302K - $307K
|
22.4K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.11KNew |
$300K - $305K
|
6.11K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
5.97K+ 3.95% |
$293K - $298K
|
157K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5.91K+ 2.9% |
$291K - $295K
|
210K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.65K+ 70.54% |
$278K - $282K
|
13.7K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.55KNew |
$273K - $277K
|
5.55K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.53K+ 8.44% |
$272K - $276K
|
71K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.47KNew |
$269K - $273K
|
5.47K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 3.48% |
$268K - $272K
|
162K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.33KNew |
$262K - $267K
|
5.33K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.32K+ 32.47% |
$261K - $266K
|
21.7K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.05KNew |
$248K - $252K
|
5.05K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.82K+ 27.62% |
$237K - $241K
|
22.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44KNew |
$218K - $222K
|
4.44K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.38KNew |
$215K - $219K
|
4.38K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.37K+ 7.34% |
$215K - $219K
|
63.9K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 61.88% |
$214K - $218K
|
11.4K
$570K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.33K+ 10.54% |
$213K - $216K
|
45.4K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.32K+ 75.73% |
$212K - $216K
|
10K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.31KNew |
$212K - $216K
|
4.31K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.22K+ 5.43% |
$207K - $211K
|
81.9K
$4.1M
|