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 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43Closed |
$2.39K - $2.42K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Hya Advisors, Inc
|
SELL
|
- |
-43- 0.55% |
$2.39K - $2.42K
|
7.81K
$395K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-62Closed |
$3.45K - $3.49K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-69- 0.46% |
$3.83K - $3.88K
|
14.9K
$754K
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-75- 0.05% |
$4.17K - $4.22K
|
144K
$7.28M
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-80- 0.94% |
$4.45K - $4.5K
|
8.42K
$426K
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-108Closed |
$6K - $6.07K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-178- 3.03% |
$9.89K - $10K
|
5.69K
$287K
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-191Closed |
$10.6K - $10.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-198- 1.27% |
$11K - $11.1K
|
15.4K
$777K
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-222- 2.73% |
$12.3K - $12.5K
|
7.92K
$400K
|
|
May 17, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-289- 0.45% |
$16.1K - $16.2K
|
63.6K
$3.21M
|
|
Feb 10, 2021
Q4 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-306- 7.63% |
$17K - $17.2K
|
3.7K
$187K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-378- 17.91% |
$21K - $21.2K
|
1.73K
$87.5K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-385Closed |
$21.4K - $21.6K
|
0
$0
|
|
Feb 13, 2025
Q4 2020
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-455- 10.98% |
$25.3K - $25.6K
|
3.69K
$186K
|
|
Jan 21, 2021
Q4 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-697- 15.0% |
$38.7K - $39.2K
|
3.95K
$200K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-845- 9.82% |
$47K - $47.5K
|
7.76K
$392K
|
|
Jan 14, 2021
Q4 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-999- 11.01% |
$55.5K - $56.2K
|
8.08K
$408K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 0.23% |
$58.3K - $59K
|
459K
$23.2M
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.08KClosed |
$59.7K - $60.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.09K- 19.49% |
$60.3K - $61K
|
4.48K
$226K
|
|
Feb 09, 2021
Q4 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.13K- 23.75% |
$62.8K - $63.5K
|
3.63K
$183K
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.19K- 2.58% |
$65.9K - $66.7K
|
44.8K
$2.27M
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2KClosed |
$66.5K - $67.2K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-1.36K- 17.53% |
$75.7K - $76.6K
|
6.41K
$324K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.37K- 0.77% |
$76.2K - $77.1K
|
178K
$8.99M
|
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-1.52K- 2.03% |
$84.6K - $85.6K
|
73.3K
$3.7M
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-1.72K- 25.83% |
$95.6K - $96.7K
|
4.94K
$250K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.76K- 9.37% |
$97.8K - $98.9K
|
17K
$861K
|
|
Feb 10, 2021
Q4 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.31K- 1.53% |
$128K - $130K
|
148K
$7.48M
|
|
Jan 25, 2021
Q4 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.73K- 37.16% |
$152K - $153K
|
4.61K
$233K
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 5.76% |
$217K - $219K
|
63.9K
$3.23M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16KClosed |
$231K - $234K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.36KClosed |
$242K - $245K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Savant Capital, LLC
|
SELL
|
- |
-4.76K- 5.02% |
$264K - $268K
|
90.1K
$4.55M
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.87K- 19.46% |
$271K - $274K
|
20.2K
$1.02M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.18K- 51.06% |
$288K - $291K
|
4.97K
$251K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.25K- 14.54% |
$347K - $351K
|
36.7K
$1.86M
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.86K- 59.14% |
$437K - $442K
|
5.43K
$274K
|
|
Feb 11, 2021
Q4 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.43K- 5.33% |
$468K - $474K
|
150K
$7.57M
|
|
Jan 29, 2021
Q4 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.3K- 19.4% |
$517K - $522K
|
38.6K
$1.95M
|
|
Jan 12, 2021
Q4 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 3.29% |
$653K - $661K
|
345K
$17.4M
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.9K- 8.1% |
$718K - $726K
|
147K
$7.41M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-15.4K- 67.34% |
$858K - $867K
|
7.48K
$378K
|
|
Jan 19, 2021
Q4 2020
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-20.2K- 39.99% |
$1.12M - $1.13M
|
30.3K
$1.53M
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-23.2K- 99.18% |
$1.29M - $1.31M
|
192
$9.7K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.5K- 87.1% |
$2.03M - $2.05M
|
5.4K
$273K
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-55KClosed |
$3.05M - $3.09M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-56.4K- 42.07% |
$3.13M - $3.17M
|
77.7K
$3.92M
|