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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
39+ 0.85% |
$1.9K - $1.93K
|
4.61K
$229K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
39New |
$1.9K - $1.93K
|
39
$1.93K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
34New |
$1.65K - $1.68K
|
34
$1.68K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
34New |
$1.65K - $1.68K
|
34
$1.68K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 3.28% |
$1.46K - $1.48K
|
944
$46.8K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 24.69% |
$973 - $987
|
101
$5K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 5.22% |
$973 - $987
|
403
$20K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7New |
$340 - $346
|
7
$347
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6- 0.05% |
$292 - $296
|
11.7K
$580K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 1.22% |
$535 - $543
|
893
$44.2K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11- 0.54% |
$535 - $543
|
2.04K
$101K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-18- 0.78% |
$875 - $888
|
2.28K
$113K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.48% |
$973 - $987
|
4.12K
$204K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-22- 0.22% |
$1.07K - $1.09K
|
10K
$497K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33- 89.19% |
$1.6K - $1.63K
|
4
$198
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-45- 0.73% |
$2.19K - $2.22K
|
6.14K
$304K
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-53- 0.17% |
$2.58K - $2.62K
|
31.5K
$1.56M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-83- 0.74% |
$4.04K - $4.1K
|
11.2K
$555K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-85- 0.71% |
$4.13K - $4.2K
|
11.8K
$586K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-103- 0.36% |
$5.01K - $5.08K
|
28.8K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-114- 5.19% |
$5.54K - $5.63K
|
2.08K
$103K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 6.46% |
$5.79K - $5.87K
|
1.72K
$85.4K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 2.44% |
$7.29K - $7.4K
|
6.01K
$298K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-152- 2.77% |
$7.39K - $7.5K
|
5.34K
$264K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-160- 3.52% |
$7.78K - $7.9K
|
4.38K
$217K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-165- 1.03% |
$8.02K - $8.14K
|
15.9K
$788K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-175- 5.34% |
$8.51K - $8.64K
|
3.1K
$154K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-183- 0.84% |
$8.9K - $9.03K
|
21.5K
$1.07M
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-190- 1.13% |
$9.24K - $9.38K
|
16.7K
$825K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-225- 3.87% |
$10.9K - $11.1K
|
5.58K
$277K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-233- 4.89% |
$11.3K - $11.5K
|
4.54K
$225K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-235- 3.0% |
$11.4K - $11.6K
|
7.59K
$376K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-245- 5.0% |
$11.9K - $12.1K
|
4.65K
$231K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-245- 17.94% |
$11.9K - $12.1K
|
1.12K
$55.5K
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-266- 5.53% |
$12.9K - $13.1K
|
4.55K
$225K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-289- 0.65% |
$14.1K - $14.3K
|
44.1K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-303- 9.95% |
$14.7K - $15K
|
2.74K
$136K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-335- 2.95% |
$16.3K - $16.5K
|
11K
$547K
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-335- 3.93% |
$16.3K - $16.5K
|
8.2K
$406K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-339- 2.17% |
$16.5K - $16.7K
|
15.3K
$756K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-369- 8.04% |
$17.9K - $18.2K
|
4.22K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-409- 2.9% |
$19.9K - $20.2K
|
13.7K
$680K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-482- 7.15% |
$23.4K - $23.8K
|
6.26K
$310K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-518- 1.75% |
$25.2K - $25.6K
|
29.1K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-520- 41.5% |
$25.3K - $25.7K
|
733
$36.3K
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-529- 0.96% |
$25.7K - $26.1K
|
54.8K
$2.71M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-535- 0.93% |
$26K - $26.4K
|
57K
$2.83M
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-535- 9.6% |
$26K - $26.4K
|
5.04K
$250K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-535- 0.93% |
$26K - $26.4K
|
57K
$2.83M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-581- 5.34% |
$28.3K - $28.7K
|
10.3K
$511K
|