Purchases and Sales Made in Q2 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 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 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.76MNew |
$86.9M - $88.4M
|
1.76M
$88.2M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
972K+ 7.54% |
$47.9M - $48.7M
|
13.9M
$693M
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
873K+ 22.69% |
$43M - $43.7M
|
4.72M
$236M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
836K+ 17.51% |
$41.2M - $41.9M
|
5.61M
$280M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
727K+ 5.92% |
$35.8M - $36.4M
|
13M
$650M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Navi Inc.
|
BUY
|
- |
665K+ 73.52% |
$32.8M - $33.3M
|
1.57M
$78.5M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
620K+ 127.13% |
$30.6M - $31.1M
|
1.11M
$55.4M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
620K+ 9.81% |
$30.5M - $31M
|
6.94M
$347M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
567KNew |
$28M - $28.4M
|
567K
$28.4M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
278KNew |
$13.7M - $13.9M
|
278K
$13.9M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
262KNew |
$12.9M - $13.1M
|
262K
$13.1M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
228K+ 102.26% |
$11.2M - $11.4M
|
451K
$22.6M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
186K+ 15.46% |
$9.16M - $9.31M
|
1.39M
$69.4M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
180K+ 460.92% |
$8.87M - $9.02M
|
219K
$11M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
148K+ 58.36% |
$7.3M - $7.43M
|
402K
$20.1M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
138K+ 7.71% |
$6.81M - $6.93M
|
1.93M
$96.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 19.23% |
$6.48M - $6.59M
|
815K
$40.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.8K+ 8.43% |
$4.92M - $5M
|
1.28M
$64.2M
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
79.9KNew |
$3.94M - $4M
|
79.9K
$4M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.9K+ 5.85% |
$3.79M - $3.85M
|
1.39M
$69.6M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
69.4K+ 16.58% |
$3.42M - $3.48M
|
488K
$24.4M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69.2K+ 4.85% |
$3.41M - $3.47M
|
1.5M
$74.8M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.2K+ 19.17% |
$3.11M - $3.16M
|
393K
$19.6M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.8K+ 14.53% |
$3M - $3.05M
|
479K
$24M
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
55.2K+ 0.65% |
$2.72M - $2.77M
|
8.53M
$426M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
53.3K+ 11.26% |
$2.63M - $2.67M
|
527K
$26.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
51.5K+ 21.19% |
$2.54M - $2.58M
|
295K
$14.7M
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
48K+ 10.57% |
$2.36M - $2.4M
|
502K
$25.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4K+ 5.66% |
$2.29M - $2.32M
|
865K
$43.3M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
42.6KNew |
$2.1M - $2.13M
|
42.6K
$2.13M
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
34.7KNew |
$1.71M - $1.74M
|
34.7K
$1.74M
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
27.2K+ 4.8% |
$1.34M - $1.36M
|
595K
$29.7M
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
23.3K+ 92.02% |
$1.15M - $1.17M
|
48.5K
$2.43M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.4K+ 7.89% |
$1.1M - $1.12M
|
306K
$15.3M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.9K+ 29.5% |
$929K - $945K
|
82.8K
$4.14M
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
18.5KNew |
$912K - $927K
|
18.5K
$925K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.5K+ 3.85% |
$910K - $925K
|
498K
$24.9M
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
18.4K+ 5.04% |
$905K - $920K
|
383K
$19.1M
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
17.9K+ 5.75% |
$884K - $899K
|
330K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.5KNew |
$863K - $878K
|
17.5K
$876K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17K+ 3.73% |
$838K - $852K
|
472K
$23.6M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.8K+ 9.23% |
$828K - $842K
|
199K
$9.95M
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
16.8K+ 10.67% |
$827K - $841K
|
174K
$8.7M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.4K+ 10.3% |
$809K - $822K
|
176K
$8.79M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 7.37% |
$727K - $739K
|
215K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.1K+ 4.93% |
$697K - $709K
|
301K
$15M
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.9K+ 38.17% |
$685K - $696K
|
50.3K
$2.52M
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13KNew |
$642K - $653K
|
13K
$652K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13K+ 26.93% |
$638K - $649K
|
61K
$3.05M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 4.01% |
$633K - $644K
|
333K
$16.7M
|