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 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-586- 11.22% |
$28.5K - $28.9K
|
4.64K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-700- 86.21% |
$34K - $34.6K
|
112
$5.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-749- 1.57% |
$36.4K - $37K
|
46.9K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-850- 8.35% |
$41.3K - $42K
|
9.33K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-874- 17.47% |
$42.5K - $43.1K
|
4.13K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-937- 10.17% |
$45.6K - $46.3K
|
8.27K
$410K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-944- 8.62% |
$45.9K - $46.6K
|
10K
$496K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-961- 10.27% |
$46.7K - $47.4K
|
8.39K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 13.59% |
$49.5K - $50.2K
|
6.47K
$321K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.07K- 6.61% |
$52K - $52.8K
|
15.1K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09K- 2.96% |
$52.8K - $53.6K
|
35.6K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.15K- 5.0% |
$55.7K - $56.5K
|
21.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.19K- 20.77% |
$57.7K - $58.5K
|
4.52K
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.23K- 4.71% |
$59.6K - $60.5K
|
24.8K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.47K- 15.11% |
$71.7K - $72.8K
|
8.28K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 1.79% |
$72.3K - $73.4K
|
81.7K
$4.05M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 13.27% |
$84.4K - $85.6K
|
11.3K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.79K- 6.0% |
$87.2K - $88.5K
|
28.1K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.8K- 38.15% |
$87.5K - $88.8K
|
2.92K
$145K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.03K- 29.36% |
$98.6K - $100K
|
4.88K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 6.04% |
$99.6K - $101K
|
31.9K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.16K- 4.91% |
$105K - $107K
|
41.8K
$2.07M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.91K- 17.43% |
$142K - $144K
|
13.8K
$684K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.98K- 2.13% |
$145K - $147K
|
137K
$6.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.22K- 7.03% |
$157K - $159K
|
42.6K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.6K- 30.11% |
$175K - $178K
|
8.36K
$414K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.71K- 10.1% |
$180K - $183K
|
33K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.84K- 5.39% |
$186K - $189K
|
67.4K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.94K- 2.65% |
$191K - $194K
|
144K
$7.15M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.36K- 20.49% |
$212K - $215K
|
16.9K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.72K- 7.39% |
$229K - $233K
|
59.1K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.8K- 1.59% |
$233K - $237K
|
297K
$14.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.01K- 4.38% |
$244K - $247K
|
109K
$5.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-5.39K- 1.66% |
$262K - $266K
|
319K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.4K- 3.11% |
$263K - $267K
|
168K
$8.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.86K- 23.68% |
$285K - $289K
|
18.9K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-6.98K- 8.37% |
$339K - $344K
|
76.4K
$3.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-7.19K- 6.27% |
$349K - $355K
|
107K
$5.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-7.21K- 40.37% |
$351K - $356K
|
10.6K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.24K- 18.25% |
$450K - $456K
|
41.4K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 25.04% |
$505K - $512K
|
31.1K
$1.54M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-11.3K- 4.95% |
$547K - $556K
|
216K
$10.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-11.3K- 4.95% |
$547K - $556K
|
216K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.5K- 35.67% |
$607K - $616K
|
22.5K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-13.5K- 21.62% |
$658K - $668K
|
49.1K
$2.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.6K- 69.36% |
$662K - $672K
|
6.02K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-17K- 20.91% |
$824K - $837K
|
64.1K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.6K- 26.28% |
$854K - $867K
|
49.3K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.2K- 7.25% |
$933K - $947K
|
246K
$12.2M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-20K- 79.0% |
$972K - $986K
|
5.31K
$263K
|