Purchases and Sales Made in Q1 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.82K+ 10.73% |
$373K - $383K
|
70.4K
$3.51M
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
6.34K+ 80.02% |
$346K - $356K
|
14.3K
$710K
|
|
May 12, 2021
Q1 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6.24K+ 8.91% |
$341K - $351K
|
76.3K
$3.8M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.18K+ 2.97% |
$338K - $347K
|
214K
$10.7M
|
|
May 10, 2021
Q1 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
6.09K+ 6.97% |
$333K - $342K
|
93.5K
$4.66M
|
|
May 11, 2021
Q1 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.75K+ 155.43% |
$314K - $323K
|
9.46K
$471K
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.54K+ 14.35% |
$303K - $311K
|
44.2K
$2.2M
|
|
May 12, 2021
Q1 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.21KNew |
$284K - $292K
|
5.21K
$259K
|
|
Apr 19, 2021
Q1 2021
|
Appleton Partners Inc
|
BUY
|
- |
5.15K+ 6.31% |
$282K - $289K
|
86.7K
$4.32M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.11K+ 34.23% |
$279K - $287K
|
20K
$999K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.09K+ 11317.78% |
$278K - $286K
|
5.14K
$256K
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.04K+ 40.08% |
$276K - $283K
|
17.6K
$879K
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.86KNew |
$266K - $273K
|
4.86K
$242K
|
|
Apr 26, 2021
Q1 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.79K+ 4.46% |
$262K - $269K
|
112K
$5.59M
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
BUY
|
- |
4.51K+ 33.82% |
$247K - $253K
|
17.9K
$890K
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.14K+ 7.81% |
$226K - $233K
|
57.2K
$2.85M
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.05KNew |
$221K - $228K
|
4.05K
$202K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.04KNew |
$221K - $227K
|
4.04K
$201K
|
|
Apr 14, 2021
Q1 2021
|
Blossom Wealth Management
|
BUY
|
- |
3.97K+ 98.1% |
$217K - $223K
|
8.01K
$399K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.87KNew |
$211K - $217K
|
3.87K
$193K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.86KNew |
$211K - $217K
|
3.86K
$192K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.64K+ 67.42% |
$199K - $205K
|
9.04K
$451K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.4K+ 5.12% |
$186K - $191K
|
69.8K
$3.48M
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
3.38K+ 22.88% |
$185K - $190K
|
18.1K
$904K
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.36K+ 8.2% |
$184K - $189K
|
44.3K
$2.21M
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
3.24K+ 4.17% |
$177K - $182K
|
80.9K
$4.03M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 4.12% |
$175K - $180K
|
81K
$4.04M
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 6.66% |
$163K - $168K
|
47.9K
$2.39M
|
|
Apr 28, 2021
Q1 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.56K+ 20.97% |
$140K - $144K
|
14.8K
$737K
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.39K+ 6.12% |
$131K - $134K
|
41.4K
$2.06M
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
2.27K+ 7.32% |
$124K - $127K
|
33.2K
$1.66M
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.09K+ 24.57% |
$114K - $117K
|
10.6K
$528K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.01K+ 11.97% |
$110K - $113K
|
18.8K
$936K
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.98K+ 14.77% |
$108K - $111K
|
15.4K
$767K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.85K+ 7.09% |
$101K - $104K
|
28K
$1.4M
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
1.82K+ 49.32% |
$99.5K - $102K
|
5.51K
$275K
|
|
Apr 12, 2021
Q1 2021
|
Hemington Wealth Management
|
BUY
|
- |
1.78K+ 36.28% |
$97.2K - $99.9K
|
6.68K
$333K
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1.72K+ 21.96% |
$93.7K - $96.3K
|
9.52K
$475K
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 27.52% |
$88K - $90.5K
|
7.46K
$372K
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.46K+ 5.49% |
$79.5K - $81.7K
|
28K
$1.39M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.33K+ 2.96% |
$72.6K - $74.7K
|
46.2K
$2.3M
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.25K+ 13.13% |
$68.3K - $70.2K
|
10.8K
$537K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 6.41% |
$67.1K - $69K
|
20.4K
$1.02M
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.16K+ 15.13% |
$63.4K - $65.2K
|
8.84K
$440K
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.15K+ 16.32% |
$63K - $64.7K
|
8.21K
$409K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 6.43% |
$59.8K - $61.5K
|
18.1K
$904K
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.08K+ 33.48% |
$59K - $60.6K
|
4.3K
$214K
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1K+ 4.52% |
$54.7K - $56.2K
|
23.1K
$1.15M
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
994+ 25.17% |
$54.3K - $55.8K
|
4.94K
$246K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
990+ 16.94% |
$54.1K - $55.6K
|
6.84K
$341K
|