Latest Institutional Transactions on Ishares Tr Core Intl Aggregate (IAGG)
This table provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-170- 1.87% |
$8.46K - $8.83K
|
8.94K
$447K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-183- 9.53% |
$9.11K - $9.51K
|
1.74K
$86.9K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22+ 0.95% |
$1.09K - $1.14K
|
2.34K
$117K
|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
36K+ 0.42% |
$1.79M - $1.87M
|
8.56M
$428M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
95.5K+ 10.56% |
$4.75M - $4.96M
|
1M
$50M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-817- 0.71% |
$40.7K - $42.4K
|
114K
$5.68M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.46K- 44.0% |
$222K - $231K
|
5.67K
$284K
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
63.5K+ 21.11% |
$3.16M - $3.3M
|
364K
$18.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.76K- 14.4% |
$87.3K - $91.2K
|
10.4K
$522K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-206- 0.61% |
$10.3K - $10.7K
|
33.3K
$1.67M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
392+ 2.99% |
$19.5K - $20.4K
|
13.5K
$674K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-422- 0.52% |
$21K - $21.9K
|
81.2K
$4.06M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.29K- 20.88% |
$213K - $223K
|
16.3K
$813K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
324+ 1.41% |
$16.1K - $16.8K
|
23.3K
$1.17M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-481- 6.68% |
$23.9K - $25K
|
6.72K
$336K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$547 - $571
|
11
$550
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 0.34% |
$1.89K - $1.97K
|
11.1K
$558K
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.09K+ 11.48% |
$154K - $160K
|
30K
$1.5M
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-368- 2.0% |
$18.3K - $19.1K
|
18K
$902K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57.7KNew |
$2.87M - $3M
|
57.7K
$2.88M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
403+ 0.41% |
$20.1K - $20.9K
|
99.6K
$4.98M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 1.77% |
$87.2K - $91K
|
101K
$5.03M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.43K+ 3.08% |
$220K - $230K
|
148K
$7.41M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 19.03% |
$219K - $228K
|
27.5K
$1.38M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72- 1.1% |
$3.58K - $3.74K
|
6.48K
$324K
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
70.8KNew |
$3.52M - $3.68M
|
70.8K
$3.54M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-63.6K- 37.68% |
$3.16M - $3.3M
|
105K
$5.26M
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
15.7K+ 9.02% |
$781K - $815K
|
190K
$9.48M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-69.7K- 96.15% |
$3.47M - $3.62M
|
2.79K
$140K
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-212- 0.99% |
$10.6K - $11K
|
21.2K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$30.6K - $31.9K
|
614
$30.7K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 0.85% |
$5.42K - $5.66K
|
12.9K
$647K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-741- 85.27% |
$36.9K - $38.5K
|
128
$6.4K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
207New |
$10.3K - $10.8K
|
207
$10.4K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.33K- 2.17% |
$116K - $121K
|
105K
$5.25M
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.04K- 6.86% |
$151K - $158K
|
41.3K
$2.06M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-87- 0.28% |
$4.33K - $4.52K
|
30.6K
$1.53M
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
293+ 1.13% |
$14.6K - $15.2K
|
26.1K
$1.31M
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
95KNew |
$4.73M - $4.94M
|
95K
$4.75M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4K+ 3.84% |
$915K - $955K
|
498K
$24.9M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
72.4K+ 63.53% |
$3.6M - $3.76M
|
186K
$9.32M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.03K+ 0.95% |
$101K - $105K
|
216K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
6.05K+ 1.21% |
$301K - $314K
|
508K
$25.4M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
729+ 4.11% |
$36.3K - $37.9K
|
18.5K
$924K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 2.85% |
$132K - $138K
|
90.6K
$4.53M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-553- 9.23% |
$27.5K - $28.7K
|
5.44K
$272K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-985- 11.4% |
$49K - $51.2K
|
7.65K
$383K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
524K+ 33.37% |
$26.1M - $27.2M
|
2.09M
$105M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.8K+ 3.06% |
$2.28M - $2.38M
|
1.54M
$77.1M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.3K+ 17.64% |
$114K - $119K
|
15.3K
$767K
|