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 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-101- 0.52% |
$5.51K - $5.57K
|
19.4K
$969K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-115- 14.88% |
$6.27K - $6.35K
|
658
$32.8K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-124Closed |
$6.76K - $6.84K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-180- 26.87% |
$9.82K - $9.93K
|
490
$24.4K
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-196- 2.99% |
$10.7K - $10.8K
|
6.35K
$317K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-231- 4.72% |
$12.6K - $12.7K
|
4.67K
$233K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-289- 6.07% |
$15.8K - $15.9K
|
4.47K
$223K
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-301- 4.22% |
$16.4K - $16.6K
|
6.84K
$341K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-307- 5.27% |
$16.7K - $16.9K
|
5.52K
$275K
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-321- 2.33% |
$17.5K - $17.7K
|
13.5K
$671K
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-339- 0.23% |
$18.5K - $18.7K
|
146K
$7.27M
|
|
Aug 02, 2021
Q2 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-366- 3.34% |
$20K - $20.2K
|
10.6K
$528K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-392- 5.59% |
$21.4K - $21.6K
|
6.62K
$330K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-409- 9.58% |
$22.3K - $22.6K
|
3.86K
$193K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-440- 1.4% |
$24K - $24.3K
|
31.1K
$1.55M
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-482Closed |
$26.3K - $26.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500Closed |
$27.3K - $27.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-516- 6.31% |
$28.1K - $28.5K
|
7.66K
$382K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-609- 2.8% |
$33.2K - $33.6K
|
21.2K
$1.06M
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-618- 8.69% |
$33.7K - $34.1K
|
6.5K
$324K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-660- 14.52% |
$36K - $36.4K
|
3.88K
$194K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-853- 68.24% |
$46.5K - $47.1K
|
397
$19.8K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-877Closed |
$47.8K - $48.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.25K- 23.17% |
$68.2K - $69K
|
4.15K
$207K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.29K- 3.89% |
$70.5K - $71.3K
|
31.9K
$1.59M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.34K- 3.21% |
$72.9K - $73.8K
|
40.3K
$2.01M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.42K- 5.55% |
$77.6K - $78.5K
|
24.2K
$1.21M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.48K- 5.7% |
$80.6K - $81.6K
|
24.4K
$1.22M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48K- 5.3% |
$80.9K - $81.8K
|
26.5K
$1.32M
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-1.52K- 91.02% |
$82.9K - $83.9K
|
150
$7.48K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.88K- 27.43% |
$102K - $103K
|
4.96K
$247K
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-2K- 2.26% |
$109K - $110K
|
86.6K
$4.32M
|
|
Jul 27, 2021
Q2 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.09K- 1.06% |
$114K - $115K
|
194K
$9.67M
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.12K- 1.31% |
$115K - $117K
|
159K
$7.92M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 4.21% |
$117K - $118K
|
48.9K
$2.44M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.34K- 15.27% |
$128K - $129K
|
13K
$647K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.56K- 25.45% |
$140K - $141K
|
7.5K
$374K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.06K- 95.72% |
$167K - $169K
|
137
$6.83K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.37KClosed |
$184K - $186K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 1.02% |
$188K - $190K
|
335K
$16.7M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.9KClosed |
$213K - $215K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.05KClosed |
$221K - $224K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.43KClosed |
$242K - $245K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.51K- 29.8% |
$246K - $249K
|
10.6K
$530K
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.51K- 11.77% |
$246K - $249K
|
33.8K
$1.69M
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.54K- 97.22% |
$248K - $250K
|
130
$6.48K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.76K- 2.03% |
$260K - $263K
|
229K
$11.4M
|
|
Aug 13, 2021
Q2 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.79K- 8.38% |
$261K - $264K
|
52.4K
$2.61M
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.97K- 13.59% |
$271K - $274K
|
31.6K
$1.58M
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.21KClosed |
$284K - $287K
|
0
$0
|