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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-39- 0.84% |
$1.92K - $1.95K
|
4.62K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-51- 0.17% |
$2.51K - $2.55K
|
29.4K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-55- 0.02% |
$2.7K - $2.75K
|
312K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 68.37% |
$3.29K - $3.35K
|
31
$1.55K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-78- 0.18% |
$3.84K - $3.9K
|
42.3K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-141- 0.17% |
$6.93K - $7.05K
|
84.7K
$4.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-143- 1.38% |
$7.03K - $7.15K
|
10.3K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-160- 1.5% |
$7.87K - $8K
|
10.5K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 3.09% |
$8.85K - $8.99K
|
5.65K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-207- 13.85% |
$10.2K - $10.3K
|
1.29K
$64.4K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-227- 0.05% |
$11.2K - $11.3K
|
418K
$20.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-242- 2.2% |
$11.9K - $12.1K
|
10.8K
$538K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-251- 1.85% |
$12.3K - $12.5K
|
13.3K
$667K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-298- 4.3% |
$14.7K - $14.9K
|
6.63K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-306- 0.2% |
$15K - $15.3K
|
154K
$7.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-345- 3.04% |
$17K - $17.2K
|
11K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-352- 2.44% |
$17.3K - $17.6K
|
14.1K
$703K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-401- 3.37% |
$19.7K - $20K
|
11.5K
$575K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-437- 4.12% |
$21.5K - $21.8K
|
10.2K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-440- 0.98% |
$21.6K - $22K
|
44.5K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-452- 1.08% |
$22.2K - $22.6K
|
41.5K
$2.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-475- 1.85% |
$23.4K - $23.7K
|
25.1K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-590- 1.36% |
$29K - $29.5K
|
42.7K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-619- 5.17% |
$30.4K - $30.9K
|
11.4K
$568K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-644- 0.15% |
$31.7K - $32.2K
|
419K
$20.9M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-670- 2.73% |
$32.9K - $33.5K
|
23.9K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-763- 8.97% |
$37.5K - $38.1K
|
7.75K
$387K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-773- 9.2% |
$38K - $38.6K
|
7.63K
$382K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-793- 0.93% |
$39K - $39.6K
|
84.3K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-812- 14.69% |
$39.9K - $40.6K
|
4.72K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-857- 9.13% |
$42.1K - $42.8K
|
8.53K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-871- 9.73% |
$42.8K - $43.5K
|
8.08K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-891- 27.36% |
$43.8K - $44.5K
|
2.37K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.08K- 19.77% |
$53.1K - $53.9K
|
4.38K
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.11K- 18.41% |
$54.7K - $55.6K
|
4.93K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.24K- 1.6% |
$61K - $62K
|
76.4K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.3K- 48.04% |
$63.9K - $65K
|
1.41K
$70.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.36K- 10.63% |
$66.8K - $67.9K
|
11.4K
$571K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.39K- 17.74% |
$68.4K - $69.6K
|
6.45K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.53K- 14.62% |
$75.3K - $76.5K
|
8.94K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 24.98% |
$75.8K - $77.1K
|
4.63K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 66.37% |
$81.7K - $83.1K
|
842
$42.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 11.84% |
$84.5K - $85.8K
|
12.8K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.94K- 4.78% |
$95.2K - $96.8K
|
38.6K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.94K- 16.63% |
$95.4K - $96.9K
|
9.72K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.04K- 4.96% |
$100K - $102K
|
39K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.08K- 0.46% |
$102K - $104K
|
454K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.14K- 7.66% |
$105K - $107K
|
25.7K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.28K- 22.26% |
$112K - $114K
|
7.98K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.29K- 86.67% |
$113K - $114K
|
352
$17.6K
|