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
|
Financial Advisory Service, Inc.
|
BUY
|
- |
957+ 1.61% |
$52.3K - $53.8K
|
60.3K
$3M
|
|
May 04, 2021
Q1 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
941+ 10.91% |
$51.4K - $52.9K
|
9.56K
$477K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
925+ 10.98% |
$50.6K - $52K
|
9.35K
$466K
|
|
May 14, 2021
Q1 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 0.27% |
$49.2K - $50.6K
|
337K
$16.8M
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
813+ 6.27% |
$44.4K - $45.7K
|
13.8K
$687K
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
758+ 17.31% |
$41.4K - $42.6K
|
5.14K
$256K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
670New |
$36.6K - $37.6K
|
670
$33.4K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
644+ 17.76% |
$35.2K - $36.2K
|
4.27K
$213K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
632+ 12.16% |
$34.5K - $35.5K
|
5.83K
$290K
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
616+ 4.37% |
$33.7K - $34.6K
|
14.7K
$733K
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
594+ 9.11% |
$32.5K - $33.4K
|
7.11K
$355K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
591+ 1555.26% |
$32.3K - $33.2K
|
629
$31.3K
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
591+ 2.16% |
$32.3K - $33.2K
|
28K
$1.4M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
530+ 14.06% |
$29K - $29.8K
|
4.3K
$214K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
481+ 414.66% |
$26.3K - $27K
|
597
$29.8K
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
465+ 3.2% |
$25.4K - $26.1K
|
15K
$747K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
439+ 1.72% |
$24K - $24.7K
|
25.9K
$1.29M
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
432+ 7.63% |
$23.6K - $24.3K
|
6.09K
$304K
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
383New |
$20.9K - $21.5K
|
383
$19.1K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
380+ 0.75% |
$20.8K - $21.3K
|
51K
$2.54M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
243+ 2.76% |
$13.3K - $13.7K
|
9.06K
$451K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237+ 166.9% |
$13K - $13.3K
|
379
$18.9K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
234+ 0.42% |
$12.8K - $13.1K
|
56K
$2.79M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
224+ 6.02% |
$12.2K - $12.6K
|
3.94K
$196K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
197+ 2.0% |
$10.8K - $11.1K
|
10.1K
$501K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
195+ 2.91% |
$10.7K - $11K
|
6.89K
$344K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
191New |
$10.4K - $10.7K
|
191
$9.52K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
124New |
$6.78K - $6.97K
|
124
$6.18K
|
|
Apr 27, 2021
Q1 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
113+ 5.14% |
$6.18K - $6.35K
|
2.31K
$115K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104+ 0.7% |
$5.68K - $5.84K
|
14.9K
$743K
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
95+ 1.18% |
$5.19K - $5.34K
|
8.17K
$407K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91New |
$4.97K - $5.11K
|
91
$4.54K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87+ 0.57% |
$4.75K - $4.89K
|
15.3K
$764K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$4.1K - $4.21K
|
75
$3.74K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45New |
$2.46K - $2.53K
|
45
$2.24K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
36New |
$1.97K - $2.02K
|
36
$1.79K
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
29+ 17.9% |
$1.58K - $1.63K
|
191
$9.52K
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 2.52% |
$710 - $730
|
528
$26.3K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3New |
$164 - $169
|
3
$150
|
|
May 17, 2021
Q1 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$54.7 - $56.2
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-11- 35.48% |
$601 - $618
|
20
$997
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41- 0.83% |
$2.24K - $2.3K
|
4.93K
$246K
|
|
Apr 13, 2021
Q1 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 1.23% |
$2.73K - $2.81K
|
4.02K
$200K
|
|
Apr 26, 2021
Q1 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-73- 1.48% |
$3.99K - $4.1K
|
4.87K
$242K
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-90- 2.39% |
$4.92K - $5.06K
|
3.67K
$183K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-126Closed |
$6.89K - $7.08K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-129- 1.23% |
$7.05K - $7.25K
|
10.3K
$516K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-131Closed |
$7.16K - $7.36K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-134- 9.21% |
$7.32K - $7.53K
|
1.32K
$65.8K
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-140- 3.12% |
$7.65K - $7.87K
|
4.34K
$216K
|