Purchases and Sales Made in Q4 2020 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 172.97% |
$696K - $704K
|
19.8K
$999K
|
|
Jan 29, 2021
Q4 2020
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
12KNew |
$666K - $673K
|
12K
$605K
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$585K - $592K
|
10.5K
$532K
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.4K+ 10.72% |
$577K - $584K
|
107K
$5.42M
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.86K+ 4.98% |
$548K - $554K
|
208K
$10.5M
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79K+ 9.73% |
$544K - $550K
|
110K
$5.58M
|
|
Feb 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.5KNew |
$472K - $478K
|
8.5K
$429K
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
BUY
|
- |
8.34K+ 166.59% |
$463K - $469K
|
13.3K
$674K
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 126.24% |
$459K - $464K
|
14.8K
$748K
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
8.2K+ 208.34% |
$456K - $461K
|
12.1K
$613K
|
|
Feb 01, 2021
Q4 2020
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.06KNew |
$392K - $397K
|
7.06K
$357K
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
6.55K+ 79.81% |
$364K - $368K
|
14.8K
$746K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.36K+ 611.54% |
$353K - $357K
|
7.4K
$374K
|
|
Feb 09, 2021
Q4 2020
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
6.2K+ 1.88% |
$345K - $349K
|
336K
$17M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.98K+ 15736.84% |
$332K - $336K
|
6.02K
$304K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 64.13% |
$331K - $335K
|
15.2K
$770K
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.84KNew |
$325K - $328K
|
5.84K
$295K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.58KNew |
$310K - $314K
|
5.58K
$282K
|
|
Feb 01, 2021
Q4 2020
|
Hemington Wealth Management
|
BUY
|
- |
4.9KNew |
$272K - $276K
|
4.9K
$248K
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.86K+ 68.02% |
$270K - $273K
|
12K
$607K
|
|
May 17, 2021
Q4 2020
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.59K+ 11.39% |
$255K - $258K
|
44.9K
$2.27M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.38KNew |
$243K - $246K
|
4.38K
$221K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.14K+ 21.69% |
$230K - $233K
|
23.2K
$1.17M
|
|
Jan 19, 2021
Q4 2020
|
Appleton Partners Inc
|
BUY
|
- |
4.13K+ 5.33% |
$229K - $232K
|
81.6K
$4.12M
|
|
Feb 11, 2021
Q4 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.08K+ 10.92% |
$227K - $229K
|
41.5K
$2.09M
|
|
Jan 14, 2021
Q4 2020
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$226K - $229K
|
4.07K
$205K
|
|
Jan 22, 2021
Q4 2020
|
Blossom Wealth Management
|
BUY
|
- |
4.04KNew |
$225K - $227K
|
4.04K
$204K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
4.01K+ 6.33% |
$223K - $225K
|
67.4K
$3.4M
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$219K - $222K
|
3.95K
$200K
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.94K+ 8.89% |
$219K - $221K
|
48.2K
$2.44M
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.83K+ 43.66% |
$213K - $215K
|
12.6K
$636K
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77KNew |
$209K - $212K
|
3.77K
$190K
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.72KNew |
$207K - $209K
|
3.72K
$188K
|
|
Jan 15, 2021
Q4 2020
|
Nbt Bank N A
|
BUY
|
- |
3.69KNew |
$205K - $207K
|
3.69K
$186K
|
|
Feb 12, 2021
Q4 2020
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.66KNew |
$203K - $206K
|
3.66K
$185K
|
|
Feb 10, 2021
Q4 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.59K+ 36.58% |
$199K - $202K
|
13.4K
$677K
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.56K+ 9.79% |
$198K - $200K
|
40K
$2.02M
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.22KNew |
$179K - $181K
|
3.22K
$163K
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.08K+ 6.17% |
$171K - $173K
|
53K
$2.68M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 5.82% |
$170K - $172K
|
55.8K
$2.82M
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.63K+ 12.14% |
$146K - $148K
|
24.3K
$1.23M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.53K+ 11.04% |
$141K - $142K
|
25.5K
$1.29M
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 2.07% |
$136K - $138K
|
121K
$6.1M
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
2.16K+ 7.51% |
$120K - $121K
|
31K
$1.56M
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.03K+ 6.42% |
$113K - $114K
|
33.6K
$1.7M
|
|
Jan 28, 2021
Q4 2020
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.8K+ 0.74% |
$100K - $101K
|
244K
$12.3M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
1.73KNew |
$96.2K - $97.4K
|
1.73K
$87.5K
|
|
Feb 08, 2021
Q4 2020
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.66K+ 3.35% |
$92.2K - $93.3K
|
51.1K
$2.58M
|
|
Feb 05, 2021
Q4 2020
|
Karp Capital Management Corp
|
BUY
|
- |
1.64K+ 0.88% |
$91.2K - $92.2K
|
189K
$9.54M
|
|
Feb 10, 2021
Q4 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.5K+ 32.16% |
$83.4K - $84.4K
|
6.17K
$312K
|