Latest Institutional Purchases of Ishares Tr Core Intl Aggregate (IAGG)
This list provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.02K+ 8021.0% |
$383K - $394K
|
8.12K
$402K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.15KNew |
$198K - $204K
|
4.15K
$206K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.69K+ 12.94% |
$128K - $132K
|
23.5K
$1.16M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$16.9K - $17.4K
|
355
$17.6K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.07% |
$15.7K - $16.1K
|
16.1K
$799K
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
204+ 4.58% |
$9.74K - $10K
|
4.66K
$231K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
151New |
$7.21K - $7.41K
|
151
$7.48K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
112New |
$5.35K - $5.5K
|
112
$5.55K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.77K - $4.91K
|
100
$4.95K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$4.3K - $4.42K
|
90
$4.46K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
282KNew |
$13.4M - $14.1M
|
282K
$14M
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13KNew |
$616K - $650K
|
13K
$642K
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
12.1KNew |
$574K - $605K
|
12.1K
$598K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.03KNew |
$429K - $453K
|
9.03K
$447K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.25KNew |
$297K - $314K
|
6.25K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.3KNew |
$252K - $266K
|
5.3K
$262K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
4.93KNew |
$234K - $247K
|
4.93K
$244K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$231K - $244K
|
4.86K
$241K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.62KNew |
$220K - $232K
|
4.62K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79K+ 2176.83% |
$84.9K - $89.6K
|
1.87K
$92.5K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.33KNew |
$63.2K - $66.7K
|
1.33K
$65.9K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04KNew |
$49.4K - $52.1K
|
1.04K
$51.5K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
805New |
$38.3K - $40.4K
|
805
$39.9K
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
764New |
$36.3K - $38.3K
|
764
$37.8K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
463New |
$22K - $23.2K
|
463
$22.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
215+ 100.0% |
$10.2K - $10.8K
|
430
$21.3K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
95New |
$4.52K - $4.77K
|
95
$4.71K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
68New |
$3.23K - $3.41K
|
68
$3.37K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63New |
$3K - $3.16K
|
63
$3.12K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45New |
$2.14K - $2.26K
|
45
$2.23K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.28K - $1.35K
|
27
$1.34K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25New |
$1.19K - $1.25K
|
25
$1.24K
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19New |
$903 - $953
|
19
$941
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 2.38% |
$143 - $151
|
129
$6.39K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.38% |
$95.1 - $100
|
86
$4.26K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
92.8K+ 47.81% |
$4.45M - $4.79M
|
287K
$14.2M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.03KNew |
$49.4K - $53.1K
|
1.03K
$51K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
625New |
$30K - $32.2K
|
625
$31K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.31% |
$2.83K - $3.04K
|
19.2K
$950K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
56New |
$2.69K - $2.89K
|
56
$2.77K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
36+ 0.67% |
$1.73K - $1.86K
|
5.42K
$269K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.26KNew |
$208K - $223K
|
4.26K
$211K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4.01K+ 24.56% |
$196K - $210K
|
20.3K
$1.01M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.54K+ 4.07% |
$124K - $133K
|
65K
$3.22M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66New |
$3.22K - $3.45K
|
66
$3.27K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
25New |
$1.22K - $1.31K
|
25
$1.24K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
123KNew |
$6.36M - $6.65M
|
123K
$6.07M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
545New |
$28.3K - $29.6K
|
545
$27K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6New |
$311 - $326
|
6
$297
|