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 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09KNew |
$59.6K - $60.3K
|
1.09K
$54.4K
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.03K+ 25.67% |
$56.2K - $56.9K
|
5.05K
$252K
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
1K+ 0.71% |
$54.6K - $55.2K
|
143K
$7.12M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
900+ 2.62% |
$49.1K - $49.7K
|
35.2K
$1.75M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
803+ 19.89% |
$43.8K - $44.3K
|
4.84K
$241K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
670+ 9.72% |
$36.5K - $37K
|
7.56K
$377K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
665+ 12.07% |
$36.3K - $36.7K
|
6.18K
$308K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
591+ 1555.26% |
$32.2K - $32.6K
|
629
$31.4K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
578+ 13.44% |
$31.5K - $31.9K
|
4.88K
$243K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
569+ 11.51% |
$31K - $31.4K
|
5.51K
$275K
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
545New |
$29.7K - $30.1K
|
545
$27.2K
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
506+ 12.05% |
$27.6K - $27.9K
|
4.7K
$234K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
466+ 9.59% |
$25.4K - $25.7K
|
5.33K
$265K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
465+ 4.98% |
$25.4K - $25.7K
|
9.81K
$489K
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
420+ 10.65% |
$22.9K - $23.2K
|
4.36K
$217K
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
390+ 1.49% |
$21.3K - $21.5K
|
26.6K
$1.32M
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
384+ 1.37% |
$20.9K - $21.2K
|
28.4K
$1.41M
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
346+ 6.74% |
$18.9K - $19.1K
|
5.48K
$273K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
337+ 6.84% |
$18.4K - $18.6K
|
5.26K
$262K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
314+ 2.09% |
$17.1K - $17.3K
|
15.3K
$763K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
244+ 2.36% |
$13.3K - $13.5K
|
10.6K
$528K
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
237+ 6.36% |
$12.9K - $13.1K
|
3.97K
$198K
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
173+ 3.04% |
$9.44K - $9.55K
|
5.86K
$292K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
167+ 4.32% |
$9.11K - $9.22K
|
4.04K
$201K
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
164+ 1.55% |
$8.95K - $9.05K
|
10.8K
$537K
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
BUY
|
- |
139+ 2.86% |
$7.58K - $7.67K
|
5K
$249K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
126New |
$6.87K - $6.95K
|
126
$6.28K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125+ 2.43% |
$6.82K - $6.9K
|
5.26K
$262K
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
100+ 0.67% |
$5.46K - $5.52K
|
15K
$749K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
89New |
$4.85K - $4.91K
|
89
$4.44K
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
71+ 3.07% |
$3.87K - $3.92K
|
2.38K
$119K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
68New |
$3.71K - $3.75K
|
68
$3.39K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
67+ 12.69% |
$3.65K - $3.7K
|
595
$29.7K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 1.13% |
$3.33K - $3.37K
|
5.45K
$272K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
55New |
$3K - $3.04K
|
55
$2.74K
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
55+ 18.97% |
$3K - $3.04K
|
345
$17.2K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
45New |
$2.45K - $2.48K
|
45
$2.24K
|
|
Aug 13, 2021
Q2 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
44New |
$2.4K - $2.43K
|
44
$2.19K
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32+ 0.41% |
$1.75K - $1.77K
|
7.9K
$394K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.36K - $1.38K
|
16.7K
$833K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11New |
$600 - $607
|
11
$548
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 2.33% |
$218 - $221
|
168
$8.37K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-23- 0.26% |
$1.25K - $1.27K
|
8.81K
$439K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-27Closed |
$1.47K - $1.49K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-39- 0.25% |
$2.13K - $2.15K
|
15.5K
$772K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49- 1.14% |
$2.67K - $2.7K
|
4.25K
$212K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-53- 0.81% |
$2.89K - $2.93K
|
6.51K
$325K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54- 98.18% |
$2.95K - $2.98K
|
1
$49.9
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-75- 36.06% |
$4.09K - $4.14K
|
133
$6.63K
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-99- 7.49% |
$5.4K - $5.46K
|
1.22K
$60.9K
|