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 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
688+ 10.2% |
$33.9K - $34.5K
|
7.44K
$372K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
635+ 4535.71% |
$31.3K - $31.8K
|
649
$32.5K
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
627+ 1.51% |
$30.9K - $31.4K
|
42.1K
$2.11M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
626+ 0.93% |
$30.8K - $31.4K
|
68K
$3.4M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
600New |
$29.6K - $30.1K
|
600
$30K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
596+ 2.66% |
$29.4K - $29.9K
|
23K
$1.15M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
574+ 9.4% |
$28.3K - $28.8K
|
6.68K
$334K
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
555+ 1.79% |
$27.4K - $27.8K
|
31.6K
$1.58M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
431+ 33.46% |
$21.2K - $21.6K
|
1.72K
$86K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
422+ 9.73% |
$20.8K - $21.1K
|
4.76K
$238K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
334+ 0.22% |
$16.5K - $16.7K
|
155K
$7.77M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
330+ 4.34% |
$16.3K - $16.5K
|
7.94K
$397K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
328+ 6.48% |
$16.2K - $16.4K
|
5.39K
$270K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 4.13% |
$15.5K - $15.8K
|
7.94K
$397K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
310+ 4.04% |
$15.3K - $15.5K
|
7.98K
$399K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
290+ 4.16% |
$14.3K - $14.5K
|
7.26K
$363K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
262New |
$12.9K - $13.1K
|
262
$13.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 7.65% |
$12.4K - $12.6K
|
3.53K
$177K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
240+ 0.57% |
$11.8K - $12K
|
42.6K
$2.13M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
218New |
$10.7K - $10.9K
|
218
$10.9K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
209New |
$10.3K - $10.5K
|
209
$10.5K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
201+ 0.86% |
$9.91K - $10.1K
|
23.7K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 0.68% |
$9.86K - $10K
|
29.5K
$1.47M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
166+ 1.86% |
$8.18K - $8.32K
|
9.11K
$456K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$7.39K - $7.52K
|
150
$7.5K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
145+ 0.44% |
$7.15K - $7.27K
|
32.9K
$1.64M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 20.9% |
$7.1K - $7.22K
|
833
$41.7K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
138New |
$6.8K - $6.92K
|
138
$6.9K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
121+ 0.51% |
$5.96K - $6.06K
|
23.8K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120+ 1.43% |
$5.91K - $6.01K
|
8.5K
$425K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
93+ 2.16% |
$4.58K - $4.66K
|
4.41K
$220K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
90+ 3.2% |
$4.44K - $4.51K
|
2.91K
$145K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
64New |
$3.15K - $3.21K
|
64
$3.2K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
63+ 5.83% |
$3.1K - $3.16K
|
1.14K
$57.2K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
60+ 0.25% |
$2.96K - $3.01K
|
24K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.41% |
$2.96K - $3.01K
|
4.31K
$215K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 114.58% |
$2.71K - $2.76K
|
103
$5.15K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 0.45% |
$2.41K - $2.46K
|
11.1K
$553K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
38+ 0.29% |
$1.87K - $1.9K
|
13.1K
$655K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
37+ 2.26% |
$1.82K - $1.85K
|
1.67K
$83.6K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.24% |
$1.53K - $1.55K
|
12.8K
$641K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.35K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 5.01% |
$1.08K - $1.1K
|
461
$23.1K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18+ 0.39% |
$887 - $902
|
4.58K
$229K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$641 - $651
|
13
$650
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$493 - $501
|
10
$500
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.12% |
$444 - $451
|
7.83K
$392K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.14% |
$345 - $351
|
5.06K
$253K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 20.37% |
$542 - $551
|
43
$2.15K
|