Purchases and Sales Made in Q1 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2024. 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 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.85MNew |
$189M - $192M
|
3.85M
$192M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.17M+ 3562.21% |
$57.5M - $58.4M
|
1.2M
$60.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07M+ 20.36% |
$52.6M - $53.4M
|
6.32M
$316M
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
BUY
|
- |
904K+ 695364.62% |
$44.4M - $45.2M
|
904K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
849KNew |
$41.7M - $42.4M
|
849K
$42.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
750K+ 6.5% |
$36.9M - $37.5M
|
12.3M
$614M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
643K+ 613.94% |
$31.6M - $32.1M
|
747K
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
344K+ 143.79% |
$16.9M - $17.2M
|
583K
$29.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
282K+ 731.51% |
$13.9M - $14.1M
|
321K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
254KNew |
$12.5M - $12.7M
|
254K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
198K+ 4.32% |
$9.71M - $9.87M
|
4.77M
$239M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
190K+ 1887.96% |
$9.35M - $9.5M
|
200K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
BUY
|
- |
152K+ 1.82% |
$7.46M - $7.58M
|
8.47M
$424M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
145K+ 11.35% |
$7.15M - $7.27M
|
1.43M
$71.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
103KNew |
$5.08M - $5.16M
|
103K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.2K+ 8.84% |
$4.73M - $4.81M
|
1.18M
$59.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
80.7K+ 49.84% |
$3.97M - $4.03M
|
243K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.6K+ 12.24% |
$3.67M - $3.73M
|
683K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
72.5K+ 17.45% |
$3.56M - $3.62M
|
488K
$24.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.3K+ 10.67% |
$3.56M - $3.61M
|
750K
$37.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69.1K+ 606.26% |
$3.4M - $3.45M
|
80.5K
$4.03M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
68.2KNew |
$3.36M - $3.41M
|
68.2K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.6KNew |
$3.13M - $3.18M
|
63.6K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 5.71% |
$3.08M - $3.14M
|
1.16M
$58.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
62.6KNew |
$3.08M - $3.13M
|
62.6K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
62.5K+ 8.78% |
$3.07M - $3.12M
|
774K
$38.7M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.6KNew |
$2.59M - $2.63M
|
52.6K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50.4KNew |
$2.48M - $2.52M
|
50.4K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
49.3KNew |
$2.42M - $2.46M
|
49.3K
$2.46M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
48.9KNew |
$2.4M - $2.44M
|
48.9K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
48.5K+ 9.35% |
$2.39M - $2.42M
|
567K
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 16.55% |
$2.3M - $2.34M
|
330K
$16.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
45.2KNew |
$2.22M - $2.26M
|
45.2K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43K+ 8.72% |
$2.12M - $2.15M
|
536K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
42.7K+ 9.92% |
$2.1M - $2.14M
|
473K
$23.7M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41.4K+ 29.46% |
$2.04M - $2.07M
|
182K
$9.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32.5K+ 30.3% |
$1.6M - $1.62M
|
140K
$6.99M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29.1K+ 3.24% |
$1.43M - $1.45M
|
926K
$46.3M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
28.7K+ 10.01% |
$1.41M - $1.43M
|
315K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 2.23% |
$1.41M - $1.43M
|
1.32M
$65.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
27.3K+ 11.41% |
$1.34M - $1.36M
|
266K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
25KNew |
$1.23M - $1.25M
|
25K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24KNew |
$1.18M - $1.2M
|
24K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
23.3K+ 220.42% |
$1.15M - $1.17M
|
33.9K
$1.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
22.6K+ 5.3% |
$1.11M - $1.13M
|
449K
$22.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.5K+ 88.24% |
$1.11M - $1.13M
|
48.1K
$2.41M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
21.5KNew |
$1.06M - $1.07M
|
21.5K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.4K+ 8.14% |
$1.05M - $1.07M
|
284K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21K+ 59.66% |
$1.03M - $1.05M
|
56.2K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
20.9K+ 39.38% |
$1.03M - $1.04M
|
73.8K
$3.69M
|