Purchases and Sales Made in Q2 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.49K+ 6.78% |
$299K - $303K
|
86.4K
$4.31M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.47K+ 4.85% |
$298K - $302K
|
118K
$5.89M
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.32K+ 6.97% |
$290K - $293K
|
81.6K
$4.07M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.29K+ 121.88% |
$289K - $292K
|
9.63K
$480K
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.22K+ 55.2% |
$285K - $288K
|
14.7K
$732K
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.22KNew |
$285K - $288K
|
5.22K
$260K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.94K+ 54.64% |
$270K - $273K
|
14K
$697K
|
|
Aug 30, 2021
Q2 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.9KNew |
$268K - $271K
|
4.9K
$244K
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
BUY
|
- |
4.88KNew |
$266K - $269K
|
4.88K
$243K
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.8KNew |
$262K - $265K
|
4.8K
$239K
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
4.75KNew |
$259K - $262K
|
4.75K
$237K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.54K+ 7.53% |
$248K - $251K
|
64.8K
$3.23M
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.54KNew |
$248K - $251K
|
4.54K
$226K
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
4.22KNew |
$230K - $233K
|
4.22K
$210K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.1K+ 20.48% |
$224K - $226K
|
24.1K
$1.2M
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.07KNew |
$222K - $225K
|
4.07K
$203K
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
4.04KNew |
$220K - $223K
|
4.04K
$201K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.01K+ 1.38% |
$218K - $221K
|
295K
$14.7M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
3.84K+ 6.85% |
$209K - $212K
|
59.8K
$2.98M
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
BUY
|
- |
3.77KNew |
$206K - $208K
|
3.77K
$188K
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.75K+ 34.79% |
$204K - $207K
|
14.5K
$724K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.75K+ 19.94% |
$204K - $207K
|
22.5K
$1.12M
|
|
Aug 09, 2021
Q2 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.73K+ 8.41% |
$203K - $206K
|
48K
$2.39M
|
|
Jul 28, 2021
Q2 2021
|
Brown Financial Advisory
|
BUY
|
- |
3.53K+ 4.59% |
$192K - $195K
|
80.4K
$4.01M
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.52K+ 4.06% |
$192K - $194K
|
90.3K
$4.5M
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.38K+ 2.8% |
$184K - $187K
|
124K
$6.19M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 38.04% |
$180K - $182K
|
12K
$598K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.76KNew |
$150K - $152K
|
2.76K
$137K
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.68K+ 18.15% |
$146K - $148K
|
17.5K
$871K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.68K+ 23.0% |
$146K - $148K
|
14.3K
$715K
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.46K+ 16.01% |
$134K - $136K
|
17.8K
$889K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 7.86% |
$125K - $127K
|
31.5K
$1.57M
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 9.73% |
$123K - $124K
|
25.4K
$1.26M
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.17K+ 7.75% |
$119K - $120K
|
30.2K
$1.51M
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.96K+ 4.24% |
$107K - $108K
|
48.1K
$2.4M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.84K+ 17.36% |
$100K - $101K
|
12.4K
$619K
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
1.83K+ 2.27% |
$100K - $101K
|
82.7K
$4.12M
|
|
Aug 12, 2021
Q2 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1.66K+ 17.47% |
$90.8K - $91.8K
|
11.2K
$558K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 16.06% |
$79.3K - $80.2K
|
10.5K
$524K
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.39K+ 18.66% |
$76K - $76.9K
|
8.86K
$442K
|
|
Jul 28, 2021
Q2 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
1.35K+ 0.51% |
$73.9K - $74.7K
|
267K
$13.3M
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.35K+ 16.45% |
$73.6K - $74.5K
|
9.56K
$477K
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.33K+ 9.01% |
$72.3K - $73.1K
|
16K
$799K
|
|
Jul 20, 2021
Q2 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.32K+ 16.51% |
$72.1K - $73K
|
9.33K
$465K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 5.48% |
$71.7K - $72.6K
|
25.3K
$1.26M
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.3K+ 6.45% |
$70.7K - $71.5K
|
21.4K
$1.07M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 7.08% |
$70K - $70.9K
|
19.4K
$968K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 0.27% |
$69.3K - $70.1K
|
473K
$23.6M
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.23K+ 1.76% |
$67.2K - $68K
|
71.1K
$3.54M
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18K+ 2.47% |
$64.6K - $65.3K
|
49.1K
$2.45M
|