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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17KNew |
$205K - $208K
|
4.17K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.8K+ 11.42% |
$187K - $190K
|
37.1K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.73K+ 40.45% |
$183K - $186K
|
12.9K
$648K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.67K+ 55.79% |
$180K - $183K
|
10.2K
$512K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.04K+ 49.46% |
$149K - $152K
|
9.19K
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
3K+ 2.52% |
$148K - $150K
|
122K
$6.1M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 1.95% |
$147K - $149K
|
156K
$7.82M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.86K+ 2.08% |
$141K - $143K
|
141K
$7.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.82KNew |
$138K - $141K
|
2.82K
$141K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.78K+ 2.71% |
$137K - $139K
|
105K
$5.27M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.69K+ 7.82% |
$132K - $134K
|
37.1K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.53K+ 9.3% |
$124K - $126K
|
29.7K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.48K+ 10.87% |
$122K - $124K
|
25.3K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.35K+ 2.29% |
$116K - $118K
|
105K
$5.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.21K+ 574.22% |
$108K - $110K
|
2.59K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 1.43% |
$108K - $109K
|
155K
$7.75M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.17K+ 167.33% |
$107K - $109K
|
3.47K
$174K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 6.09% |
$102K - $103K
|
36K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.01K+ 11.96% |
$99K - $101K
|
18.9K
$943K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.95K+ 5.97% |
$95.8K - $97.3K
|
34.6K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.93K+ 5.95% |
$95K - $96.6K
|
34.4K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 17.49% |
$94.6K - $96.1K
|
12.9K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.91K+ 4.28% |
$93.9K - $95.4K
|
46.6K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 1317.36% |
$93.3K - $94.8K
|
2.04K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.86K+ 43.6% |
$91.2K - $92.7K
|
6.11K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.82K+ 3.3% |
$89.7K - $91.1K
|
57.2K
$2.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.8K+ 36.38% |
$88.5K - $89.9K
|
6.75K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73K+ 856.44% |
$85.1K - $86.4K
|
1.93K
$96.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 1.6% |
$81.3K - $82.6K
|
105K
$5.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.65K+ 4.34% |
$81.1K - $82.4K
|
39.6K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.53K+ 4.36% |
$75.4K - $76.7K
|
36.7K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
1.53K+ 3.64% |
$75K - $76.3K
|
43.4K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.43K+ 2.17% |
$70.3K - $71.4K
|
67.3K
$3.37M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.38K+ 1.24% |
$67.9K - $69K
|
113K
$5.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.31K+ 19.95% |
$64.3K - $65.4K
|
7.86K
$393K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.27K+ 18.59% |
$62.3K - $63.3K
|
8.08K
$404K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.22K+ 3.88% |
$60.1K - $61.1K
|
32.7K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13K+ 17.44% |
$55.6K - $56.5K
|
7.61K
$381K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.1K+ 16.32% |
$53.9K - $54.8K
|
7.82K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
984New |
$48.4K - $49.2K
|
984
$49.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
945+ 18.31% |
$46.5K - $47.2K
|
6.11K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
919New |
$45.2K - $45.9K
|
919
$46K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
916+ 6.44% |
$45K - $45.8K
|
15.1K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
901+ 6.82% |
$44.3K - $45K
|
14.1K
$706K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
889+ 7.37% |
$43.7K - $44.4K
|
12.9K
$647K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
806New |
$39.6K - $40.3K
|
806
$40.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
773+ 30.82% |
$38K - $38.6K
|
3.28K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
761+ 2.67% |
$37.4K - $38K
|
29.3K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
739+ 11.86% |
$36.3K - $36.9K
|
6.97K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
734+ 1.64% |
$36.1K - $36.7K
|
45.4K
$2.27M
|