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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69+ 3.97% |
$3.44K - $3.62K
|
1.81K
$91.3K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.73K+ 3.61% |
$335K - $353K
|
193K
$9.75M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.88K+ 3.4% |
$144K - $151K
|
87.7K
$4.43M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.74K+ 30.38% |
$86.9K - $91.4K
|
7.48K
$378K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.85KNew |
$242K - $254K
|
4.85K
$245K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
554+ 0.89% |
$27.6K - $29.1K
|
62.8K
$3.17M
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
682+ 0.53% |
$34K - $35.8K
|
129K
$6.53M
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.4M
|
|
Q3 2024 | |||||||
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 81.37% |
$4.13K - $4.31K
|
19
$960
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.74KNew |
$286K - $298K
|
5.74K
$290K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-159- 2.09% |
$7.91K - $8.26K
|
7.45K
$377K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
230New |
$11.4K - $11.9K
|
230
$11.6K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-38- 2.73% |
$1.89K - $1.97K
|
1.36K
$68.5K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 12.56% |
$63K - $65.7K
|
8.81K
$445K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
919+ 5.43% |
$45.7K - $47.7K
|
17.9K
$902K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 0.69% |
$697 - $727
|
2.05K
$103K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.62K- 31.61% |
$80.5K - $84.1K
|
3.5K
$177K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.18K+ 2.78% |
$58.9K - $61.5K
|
43.7K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
691New |
$34.4K - $35.9K
|
691
$34.9K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.79% |
$83.6K - $87.3K
|
58.6K
$2.96M
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
140+ 0.28% |
$6.97K - $7.27K
|
49.4K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.69KNew |
$283K - $295K
|
5.69K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.37KNew |
$417K - $435K
|
8.37K
$423K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-356- 99.72% |
$17.7K - $18.5K
|
1
$50.5
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11New |
$547 - $571
|
11
$556
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-183- 9.53% |
$9.11K - $9.51K
|
1.74K
$87.8K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.46K- 44.0% |
$222K - $231K
|
5.67K
$287K
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.29K- 20.88% |
$213K - $223K
|
16.3K
$821K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$547 - $571
|
11
$556
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$30.6K - $31.9K
|
614
$31K
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
95KNew |
$4.73M - $4.94M
|
95K
$4.8M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
207New |
$10.3K - $10.8K
|
207
$10.5K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-741- 85.27% |
$36.9K - $38.5K
|
128
$6.47K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
72.4K+ 63.53% |
$3.6M - $3.76M
|
186K
$9.41M
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
6.05K+ 1.21% |
$301K - $314K
|
508K
$25.6M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 2.85% |
$132K - $138K
|
90.6K
$4.58M
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
450+ 7.96% |
$22.4K - $23.4K
|
6.1K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.9K+ 4.52% |
$244K - $255K
|
113K
$5.73M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$5.42K - $5.66K
|
109
$5.51K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$2.69K - $2.81K
|
54
$2.73K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 8.38% |
$254K - $266K
|
66.1K
$3.34M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
131New |
$6.52K - $6.81K
|
131
$6.62K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
106New |
$5.28K - $5.51K
|
106
$5.36K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
150New |
$7.47K - $7.79K
|
150
$7.58K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
36New |
$1.79K - $1.87K
|
36
$1.82K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 32.81% |
$1.05K - $1.09K
|
43
$2.17K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.59K - $1.66K
|
32
$1.62K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.4K - $103K
|
1.98K
$99.9K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.73% |
$7.32K - $7.64K
|
5.25K
$265K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 53.4% |
$2.74K - $2.86K
|
48
$2.43K
|