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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.77K- 5.32% |
$87.3K - $88.8K
|
31.6K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.92K- 10.2% |
$94.8K - $96.4K
|
16.9K
$847K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.96K- 17.13% |
$96.4K - $98K
|
9.46K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 25.02% |
$102K - $103K
|
6.17K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.06K- 20.55% |
$102K - $103K
|
7.96K
$398K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.17K- 2.83% |
$107K - $109K
|
74.3K
$3.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 28.15% |
$112K - $114K
|
5.81K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.41K- 37.28% |
$119K - $121K
|
4.05K
$202K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.56K- 19.22% |
$126K - $128K
|
10.8K
$538K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.62K- 3.11% |
$129K - $131K
|
81.6K
$4.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.69K- 93.47% |
$133K - $135K
|
188
$9.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.85K- 40.51% |
$140K - $143K
|
4.19K
$209K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-3.56K- 44.57% |
$175K - $178K
|
4.42K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-4.22K- 34.94% |
$208K - $211K
|
7.85K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 2.83% |
$224K - $228K
|
156K
$7.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 33.96% |
$233K - $237K
|
9.21K
$460K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.8K- 13.95% |
$237K - $241K
|
29.6K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.92K- 3.34% |
$242K - $246K
|
142K
$7.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.51K- 38.94% |
$271K - $276K
|
8.64K
$432K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.89K- 5.61% |
$290K - $295K
|
99.2K
$4.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.27K- 5.96% |
$309K - $314K
|
98.9K
$4.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6.53K- 23.46% |
$322K - $327K
|
21.3K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.23K- 14.05% |
$356K - $362K
|
44.2K
$2.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-7.84K- 9.81% |
$386K - $393K
|
72.1K
$3.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.91K- 26.86% |
$390K - $396K
|
21.5K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7.95K- 11.65% |
$392K - $398K
|
60.3K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.19K- 1.52% |
$403K - $410K
|
532K
$26.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.02K- 40.96% |
$445K - $452K
|
13K
$650K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-9.95K- 6.47% |
$490K - $498K
|
144K
$7.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.2K- 11.32% |
$552K - $561K
|
87.7K
$4.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-11.4K- 6.53% |
$563K - $572K
|
163K
$8.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-11.9K- 3.77% |
$586K - $596K
|
304K
$15.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.1K- 11.04% |
$597K - $607K
|
97.7K
$4.88M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 2.94% |
$609K - $620K
|
408K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 2.94% |
$609K - $620K
|
408K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 8.01% |
$617K - $628K
|
144K
$7.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-12.9K- 38.02% |
$636K - $646K
|
21K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-13.6K- 9.65% |
$670K - $681K
|
127K
$6.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.4K- 30.88% |
$856K - $870K
|
38.9K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20.7K- 15.32% |
$1.02M - $1.04M
|
114K
$5.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-21.7K- 5.27% |
$1.07M - $1.09M
|
391K
$19.5M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-21.9K- 2.36% |
$1.08M - $1.1M
|
904K
$45.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.4K- 50.36% |
$1.16M - $1.17M
|
23.1K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-25.8K- 18.45% |
$1.27M - $1.29M
|
114K
$5.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-25.8K- 50.2% |
$1.27M - $1.29M
|
25.6K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-30.1K- 40.74% |
$1.48M - $1.51M
|
43.7K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.2K- 40.03% |
$1.59M - $1.62M
|
48.3K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-35.8K- 82.51% |
$1.76M - $1.79M
|
7.59K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41K- 64.5% |
$2.02M - $2.06M
|
22.6K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-46.5K- 74.25% |
$2.29M - $2.33M
|
16.1K
$806K
|