Purchases and Sales Made in Q2 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 2023. 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, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 9.31% |
$430K - $436K
|
104K
$5.14M
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
BUY
|
- |
8.51K+ 14.84% |
$414K - $420K
|
65.9K
$3.26M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.25KNew |
$401K - $407K
|
8.25K
$409K
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
8.15K+ 1.82% |
$396K - $402K
|
457K
$22.6M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.8K+ 38.91% |
$379K - $385K
|
27.9K
$1.38M
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.23K+ 4.84% |
$351K - $357K
|
156K
$7.75M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.15K+ 1.62% |
$348K - $353K
|
449K
$22.3M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.98KNew |
$339K - $345K
|
6.98K
$346K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6.91K+ 1346.0% |
$336K - $341K
|
7.42K
$367K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.66K+ 11.31% |
$324K - $329K
|
65.5K
$3.25M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.57K+ 3.0% |
$319K - $324K
|
225K
$11.2M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.25K+ 1.53% |
$304K - $308K
|
414K
$20.5M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.17KNew |
$300K - $305K
|
6.17K
$306K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.09K+ 3.21% |
$296K - $300K
|
196K
$9.7M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.01KNew |
$292K - $297K
|
6.01K
$298K
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 84.64% |
$291K - $296K
|
13.1K
$647K
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
5.83K+ 2.48% |
$283K - $288K
|
241K
$11.9M
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.74KNew |
$279K - $283K
|
5.74K
$284K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.66K+ 21.91% |
$275K - $279K
|
31.5K
$1.56M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.33K+ 31.51% |
$259K - $263K
|
22.3K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.05K+ 24.8% |
$246K - $249K
|
25.4K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$244K - $247K
|
5.01K
$248K
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
5K+ 1.75% |
$243K - $247K
|
291K
$14.4M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
5KNew |
$243K - $247K
|
5K
$248K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.95K+ 19.04% |
$241K - $244K
|
30.9K
$1.53M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.62KNew |
$225K - $228K
|
4.62K
$229K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54KNew |
$221K - $224K
|
4.54K
$225K
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.48K+ 6.51% |
$218K - $221K
|
73.4K
$3.63M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.15KNew |
$202K - $205K
|
4.15K
$206K
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
BUY
|
- |
3.77K+ 0.04% |
$183K - $186K
|
8.5M
$421M
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.61K+ 2.04% |
$176K - $178K
|
180K
$8.93M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 10.39% |
$165K - $168K
|
36.1K
$1.79M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.26K+ 1.19% |
$159K - $161K
|
277K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 20.24% |
$137K - $139K
|
16.7K
$828K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.79K+ 4.31% |
$136K - $138K
|
67.5K
$3.34M
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.7K+ 9.88% |
$131K - $133K
|
30K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 7.45% |
$123K - $125K
|
36.6K
$1.81M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.49K+ 44.31% |
$121K - $123K
|
8.09K
$401K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.39K+ 678.69% |
$116K - $118K
|
2.74K
$136K
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.37K+ 7.62% |
$115K - $117K
|
33.5K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
2.29K+ 13.14% |
$111K - $113K
|
19.7K
$977K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 49.85% |
$110K - $112K
|
6.8K
$337K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.24K+ 9.96% |
$109K - $110K
|
24.7K
$1.22M
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.2KNew |
$107K - $109K
|
2.2K
$109K
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.03K+ 18.47% |
$98.5K - $100K
|
13K
$644K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.02K+ 2.45% |
$98K - $99.5K
|
84.1K
$4.17M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.91K+ 14.37% |
$92.8K - $94.2K
|
15.2K
$753K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 21.22% |
$92.6K - $94K
|
10.9K
$539K
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 5.91% |
$90.3K - $91.7K
|
33.3K
$1.65M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.8K+ 20.17% |
$87.5K - $88.8K
|
10.7K
$531K
|