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 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.68K+ 16.94% |
$181K - $184K
|
25.4K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.58K+ 446.76% |
$177K - $180K
|
4.39K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.51K+ 57.5% |
$173K - $176K
|
9.62K
$477K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.32K+ 4.68% |
$164K - $166K
|
74.3K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.27K+ 4.52% |
$161K - $164K
|
75.7K
$3.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.19K+ 13.47% |
$157K - $160K
|
26.9K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.04K+ 28.21% |
$150K - $152K
|
13.8K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.96K+ 5.7% |
$146K - $148K
|
55K
$2.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.88K+ 9.4% |
$142K - $144K
|
33.5K
$1.66M
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
2.73K+ 0.61% |
$134K - $137K
|
452K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.67K+ 12.01% |
$132K - $134K
|
24.9K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.65K+ 7.14% |
$130K - $133K
|
39.7K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.61K+ 17.24% |
$129K - $131K
|
17.7K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.6K+ 22.88% |
$128K - $130K
|
14K
$691K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.47K+ 25.35% |
$121K - $124K
|
12.2K
$604K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.38K+ 265.51% |
$117K - $119K
|
3.28K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33K+ 5.13% |
$115K - $117K
|
47.7K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.12K+ 0.79% |
$104K - $106K
|
269K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.04K+ 1.94% |
$101K - $102K
|
107K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98K+ 63.1% |
$97.6K - $99.2K
|
5.12K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.97K+ 17.44% |
$97.2K - $98.9K
|
13.3K
$658K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.97K+ 8.23% |
$96.9K - $98.5K
|
25.8K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.92K+ 41.42% |
$94.5K - $96.1K
|
6.55K
$324K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.91K+ 7.39% |
$94.1K - $95.7K
|
27.8K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.84K+ 5.01% |
$90.6K - $92.2K
|
38.6K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.74K+ 3.58% |
$85.8K - $87.2K
|
50.4K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 17.09% |
$85.6K - $87K
|
11.9K
$590K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.46K+ 4.08% |
$71.8K - $73K
|
37.2K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.44KNew |
$71.2K - $72.4K
|
1.44K
$71.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.32K+ 1.61% |
$65.1K - $66.2K
|
83.2K
$4.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.31K+ 15.33% |
$64.4K - $65.5K
|
9.83K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.28K+ 3.0% |
$63.1K - $64.2K
|
44K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.27K+ 4.59% |
$62.6K - $63.6K
|
28.9K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.25K+ 6.44% |
$61.7K - $62.7K
|
20.7K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.18K+ 2.97% |
$58K - $59K
|
40.8K
$2.02M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.15K+ 4.98% |
$56.5K - $57.4K
|
24.2K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.13K+ 12.84% |
$55.4K - $56.4K
|
9.88K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.12K+ 2.48% |
$55.2K - $56.1K
|
46.4K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.1K+ 2.62% |
$54K - $54.9K
|
43K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
975+ 12.4% |
$48K - $48.9K
|
8.84K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
967+ 15.84% |
$47.7K - $48.5K
|
7.07K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
937+ 3.15% |
$46.2K - $47K
|
30.7K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
930+ 20.56% |
$45.8K - $46.6K
|
5.45K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
817New |
$40.3K - $40.9K
|
817
$40.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
805+ 5.24% |
$39.7K - $40.3K
|
16.2K
$801K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
765New |
$37.7K - $38.3K
|
765
$37.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
739+ 21.3% |
$36.4K - $37K
|
4.21K
$209K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
705+ 259.19% |
$34.7K - $35.3K
|
977
$48.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
704+ 76.61% |
$34.7K - $35.3K
|
1.62K
$80.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
701+ 5.69% |
$34.5K - $35.1K
|
13K
$645K
|