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 |
---|---|---|---|---|---|---|---|
Feb 10, 2021
Q4 2020
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.45K+ 13.5% |
$80.8K - $81.7K
|
12.2K
$618K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 8.82% |
$75.6K - $76.4K
|
16.8K
$848K
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
1.35K+ 1.43% |
$74.9K - $75.7K
|
95.4K
$4.82M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.32K+ 5.33% |
$73.5K - $74.3K
|
26.1K
$1.32M
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.3K+ 21.72% |
$72.5K - $73.3K
|
7.31K
$369K
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.26KNew |
$69.8K - $70.6K
|
1.26K
$63.5K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25KNew |
$69.3K - $70.1K
|
1.25K
$63K
|
|
Feb 10, 2021
Q4 2020
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.23K+ 16.62% |
$68.3K - $69.1K
|
8.62K
$436K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 2.92% |
$60.2K - $60.9K
|
38.2K
$1.93M
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 21.19% |
$56.8K - $57.4K
|
5.85K
$295K
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
917+ 2.29% |
$51K - $51.5K
|
40.9K
$2.07M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
847+ 1.1% |
$47.1K - $47.6K
|
77.8K
$3.93M
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
748+ 14.65% |
$41.6K - $42K
|
5.85K
$296K
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
675+ 13.54% |
$37.5K - $37.9K
|
5.66K
$286K
|
|
Jan 28, 2021
Q4 2020
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
635+ 8.21% |
$35.3K - $35.7K
|
8.37K
$423K
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
626+ 6.09% |
$34.8K - $35.2K
|
10.9K
$551K
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
577New |
$32.1K - $32.4K
|
577
$29.2K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
515New |
$28.6K - $28.9K
|
515
$26K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
491+ 10.44% |
$27.3K - $27.6K
|
5.2K
$263K
|
|
Feb 11, 2021
Q4 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
439+ 4.83% |
$24.4K - $24.7K
|
9.52K
$481K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
425New |
$23.6K - $23.9K
|
425
$21.5K
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
BUY
|
- |
389+ 21.5% |
$21.6K - $21.9K
|
2.2K
$111K
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
375+ 9.81% |
$20.8K - $21.1K
|
4.2K
$212K
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
285+ 293.81% |
$15.8K - $16K
|
382
$19.3K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
284+ 200.0% |
$15.8K - $16K
|
426
$21.5K
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277+ 9.48% |
$15.4K - $15.6K
|
3.2K
$162K
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
268New |
$14.9K - $15.1K
|
268
$13.5K
|
|
Feb 03, 2021
Q4 2020
|
Sage Rhino Capital LLC
|
BUY
|
- |
265+ 1.01% |
$14.7K - $14.9K
|
26.5K
$1.34M
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
241+ 53.44% |
$13.4K - $13.5K
|
692
$35K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236+ 1.25% |
$13.1K - $13.3K
|
19.1K
$967K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
191New |
$10.6K - $10.7K
|
191
$9.65K
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
187+ 1.52% |
$10.4K - $10.5K
|
12.5K
$632K
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
161+ 1.12% |
$8.95K - $9.05K
|
14.5K
$734K
|
|
Feb 12, 2021
Q4 2020
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
157+ 2.47% |
$8.72K - $8.82K
|
6.52K
$329K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
130+ 1.34% |
$7.22K - $7.31K
|
9.86K
$498K
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127+ 1.28% |
$7.06K - $7.14K
|
10K
$506K
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
126New |
$7K - $7.08K
|
126
$6.37K
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
BUY
|
- |
121+ 2.93% |
$6.72K - $6.8K
|
4.25K
$215K
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
116New |
$6.45K - $6.52K
|
116
$5.86K
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
BUY
|
- |
106+ 3.54% |
$5.89K - $5.96K
|
3.1K
$156K
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
48+ 0.46% |
$2.67K - $2.7K
|
10.5K
$529K
|
|
Jan 29, 2021
Q4 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
21+ 2.9% |
$1.17K - $1.18K
|
744
$37.6K
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
BUY
|
- |
9+ 0.12% |
$500 - $506
|
7.67K
$388K
|
|
Jan 29, 2021
Q4 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6+ 0.16% |
$333 - $337
|
3.76K
$190K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$167 - $169
|
8.81K
$445K
|
|
Jan 22, 2021
Q4 2020
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.42% |
$111 - $112
|
482
$24.4K
|
|
Jan 20, 2021
Q4 2020
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.07% |
$55.6 - $56.2
|
1.46K
$73.5K
|
|
Mar 11, 2021
Q4 2020
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5- 0.05% |
$278 - $281
|
10.9K
$551K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-15- 6.73% |
$834 - $843
|
208
$10.5K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 1.12% |
$1.56K - $1.57K
|
2.47K
$125K
|