Purchases and Sales Made in Q2 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 2024. 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 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.14% |
$615K - $625K
|
255K
$12.8M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12K+ 200783.33% |
$594K - $604K
|
12.1K
$603K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 87.72% |
$560K - $569K
|
24.3K
$1.22M
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.4KNew |
$559K - $569K
|
11.4K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
10.8K+ 202.83% |
$533K - $542K
|
16.2K
$808K
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
10.1KNew |
$499K - $507K
|
10.1K
$507K
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
9.91K+ 28.65% |
$488K - $496K
|
44.5K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 0.82% |
$468K - $476K
|
1.17M
$58.6M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.37K+ 11.15% |
$462K - $470K
|
93.5K
$4.67M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.17KNew |
$452K - $460K
|
9.17K
$459K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
9.08K+ 23.37% |
$448K - $455K
|
47.9K
$2.4M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9K+ 1.2% |
$443K - $451K
|
756K
$37.8M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.88K+ 50.57% |
$437K - $445K
|
26.4K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7.9K+ 75.12% |
$389K - $396K
|
18.4K
$921K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.61KNew |
$375K - $381K
|
7.61K
$381K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.24K+ 82.08% |
$357K - $363K
|
16.1K
$803K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.23KNew |
$356K - $362K
|
7.23K
$362K
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.13K+ 8.28% |
$352K - $357K
|
93.3K
$4.66M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.08K+ 14.49% |
$349K - $355K
|
55.9K
$2.8M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.97K+ 3.38% |
$344K - $349K
|
213K
$10.7M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.95K+ 19.91% |
$342K - $348K
|
41.8K
$2.09M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.74K+ 14.47% |
$332K - $338K
|
53.3K
$2.67M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.67K+ 4.11% |
$329K - $334K
|
169K
$8.44M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.62K+ 17.26% |
$326K - $332K
|
45K
$2.25M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.58KNew |
$324K - $330K
|
6.58K
$329K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.37K+ 9.63% |
$314K - $319K
|
72.5K
$3.63M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.21K+ 22.86% |
$306K - $311K
|
33.4K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.05KNew |
$298K - $303K
|
6.05K
$303K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.98K+ 25.76% |
$295K - $300K
|
29.2K
$1.46M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.98K+ 23.87% |
$294K - $299K
|
31K
$1.55M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.92KNew |
$291K - $296K
|
5.92K
$296K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.81K+ 0.77% |
$286K - $291K
|
756K
$37.8M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.65KNew |
$279K - $283K
|
5.65K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.58K+ 2.23% |
$275K - $280K
|
256K
$12.8M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.47KNew |
$269K - $274K
|
5.47K
$273K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.33K+ 84.38% |
$263K - $267K
|
11.7K
$583K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.08K+ 88.94% |
$250K - $255K
|
10.8K
$540K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$250K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.99KNew |
$246K - $250K
|
4.99K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.8KNew |
$236K - $240K
|
4.8K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.68K+ 12.5% |
$231K - $235K
|
42.1K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.68K+ 13.0% |
$231K - $234K
|
40.7K
$2.03M
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.61KNew |
$227K - $231K
|
4.61K
$231K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.47K+ 34.52% |
$220K - $224K
|
17.4K
$871K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.26KNew |
$210K - $214K
|
4.26K
$213K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.13KNew |
$204K - $207K
|
4.13K
$207K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4.08K+ 12.35% |
$201K - $204K
|
37.1K
$1.86M
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.98K+ 1.9% |
$196K - $200K
|
214K
$10.7M
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.93K+ 45.44% |
$194K - $197K
|
12.6K
$629K
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.9K+ 6.82% |
$192K - $195K
|
61.1K
$3.05M
|