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 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-151- 39.53% |
$8.25K - $8.48K
|
231
$11.7K
|
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-171- 2.34% |
$9.35K - $9.61K
|
7.14K
$361K
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-191Closed |
$10.4K - $10.7K
|
0
$0
|
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-221- 5.6% |
$12.1K - $12.4K
|
3.73K
$188K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-268Closed |
$14.6K - $15.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-284- 1.17% |
$15.5K - $16K
|
24K
$1.21M
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-305- 2.8% |
$16.7K - $17.1K
|
10.6K
$536K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474- 38.01% |
$25.9K - $26.6K
|
773
$39.1K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-482- 27.83% |
$26.3K - $27.1K
|
1.25K
$63.2K
|
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-534- 9.83% |
$29.2K - $30K
|
4.9K
$247K
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-577Closed |
$31.5K - $32.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-692Closed |
$37.8K - $38.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-726- 3.23% |
$39.7K - $40.8K
|
21.8K
$1.1M
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-744Closed |
$40.7K - $41.8K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-752- 9.69% |
$41.1K - $42.2K
|
7.01K
$354K
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-882- 20.77% |
$48.2K - $49.6K
|
3.37K
$170K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-909- 13.47% |
$49.7K - $51.1K
|
5.84K
$295K
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-917- 12.25% |
$50.1K - $51.5K
|
6.57K
$332K
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.04K- 18.55% |
$56.6K - $58.1K
|
4.54K
$230K
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.1K- 63.51% |
$60.1K - $61.8K
|
632
$31.9K
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 2.72% |
$63.6K - $65.4K
|
41.6K
$2.1M
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.17K- 20.1% |
$64.2K - $66K
|
4.67K
$236K
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.26KClosed |
$68.6K - $70.6K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.43K- 1.59% |
$78K - $80.2K
|
88.6K
$4.48M
|
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.77K- 0.89% |
$96.7K - $99.4K
|
196K
$9.91M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.83KClosed |
$100K - $103K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.47KClosed |
$135K - $139K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Friedenthal Financial
|
SELL
|
- |
-2.79K- 3.8% |
$152K - $157K
|
70.5K
$3.56M
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.1KClosed |
$169K - $174K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.49K- 17.28% |
$190K - $196K
|
16.7K
$843K
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.66KClosed |
$200K - $206K
|
0
$0
|
|
|
Feb 13, 2025
Q1 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.69KClosed |
$202K - $207K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.94K- 10.3% |
$215K - $221K
|
34.3K
$1.73M
|
|
|
May 10, 2021
Q1 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.96K- 2.68% |
$216K - $223K
|
144K
$7.28M
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.61KClosed |
$252K - $259K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-4.74K- 73.96% |
$259K - $266K
|
1.67K
$84.4K
|
|
|
May 17, 2021
Q1 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.07K- 46.45% |
$277K - $285K
|
5.84K
$295K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.23K- 14.24% |
$286K - $294K
|
31.5K
$1.59M
|
|
|
Mar 28, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.46K- 45.47% |
$298K - $307K
|
6.55K
$331K
|
|
|
Apr 06, 2021
Q1 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-6.17KClosed |
$337K - $347K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-6.24K- 51.46% |
$341K - $351K
|
5.89K
$298K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.32K- 9.38% |
$345K - $355K
|
61K
$3.08M
|
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.69K- 1.94% |
$365K - $376K
|
339K
$17.1M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-6.79K- 17.1% |
$371K - $382K
|
32.9K
$1.66M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.4KClosed |
$404K - $416K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.08K- 34.8% |
$441K - $454K
|
15.1K
$765K
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.32K- 7.97% |
$455K - $468K
|
96.1K
$4.86M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.39K- 63.81% |
$459K - $472K
|
4.76K
$241K
|
|
|
May 11, 2021
Q1 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-9.52K- 3.55% |
$520K - $535K
|
259K
$13.1M
|
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10KClosed |
$548K - $563K
|
0
$0
|