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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-13- 0.92% |
$641 - $651
|
1.39K
$69.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32- 0.32% |
$1.58K - $1.6K
|
10.1K
$504K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-37- 0.36% |
$1.82K - $1.85K
|
10.2K
$510K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 82.61% |
$1.87K - $1.9K
|
8
$400
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 28.17% |
$1.97K - $2K
|
102
$5.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-40- 0.52% |
$1.97K - $2K
|
7.7K
$385K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-40- 0.44% |
$1.97K - $2K
|
9.15K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-45- 4.92% |
$2.22K - $2.25K
|
869
$43.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-51- 2.16% |
$2.51K - $2.56K
|
2.32K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-55- 0.26% |
$2.71K - $2.76K
|
21.4K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 0.13% |
$3.01K - $3.06K
|
45.9K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-113- 24.04% |
$5.57K - $5.66K
|
357
$17.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-150- 6.87% |
$7.39K - $7.52K
|
2.03K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-156- 1.1% |
$7.69K - $7.82K
|
14K
$698K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-158- 2.38% |
$7.79K - $7.92K
|
6.48K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-165- 0.66% |
$8.13K - $8.27K
|
25K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-175- 46.67% |
$8.62K - $8.77K
|
200
$10K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 4.72% |
$9.51K - $9.67K
|
3.9K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-215- 2.1% |
$10.6K - $10.8K
|
10K
$502K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-235- 0.53% |
$11.6K - $11.8K
|
44.3K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-258- 13.35% |
$12.7K - $12.9K
|
1.67K
$83.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-314- 2.73% |
$15.5K - $15.7K
|
11.2K
$560K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-315- 1.27% |
$15.5K - $15.8K
|
24.4K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-319- 1.24% |
$15.7K - $16K
|
25.4K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-327- 4.34% |
$16.1K - $16.4K
|
7.2K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-359- 16.25% |
$17.7K - $18K
|
1.85K
$92.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-369- 18.08% |
$18.2K - $18.5K
|
1.67K
$83.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-394- 1.06% |
$19.4K - $19.7K
|
36.7K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-404- 6.4% |
$19.9K - $20.2K
|
5.91K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-425Closed |
$20.9K - $21.3K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-434- 35.23% |
$21.4K - $21.7K
|
798
$39.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-438- 1.84% |
$21.6K - $21.9K
|
23.4K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-487- 4.81% |
$24K - $24.4K
|
9.63K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-560- 3.98% |
$27.6K - $28.1K
|
13.5K
$675K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-589- 1.92% |
$29K - $29.5K
|
30K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-607- 0.72% |
$29.9K - $30.4K
|
84.1K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-642- 4.58% |
$31.6K - $32.2K
|
13.4K
$668K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-654- 1.44% |
$32.2K - $32.8K
|
44.8K
$2.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-679- 0.6% |
$33.5K - $34K
|
112K
$5.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-824- 97.86% |
$40.6K - $41.3K
|
18
$900
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-841- 1.69% |
$41.4K - $42.1K
|
49.1K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-991- 16.26% |
$48.8K - $49.7K
|
5.1K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.01K- 23.02% |
$49.7K - $50.5K
|
3.37K
$169K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 84.64% |
$51.6K - $52.5K
|
190
$9.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.12K- 8.58% |
$55.1K - $56K
|
11.9K
$596K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.25K- 7.8% |
$61.5K - $62.5K
|
14.8K
$738K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 39.62% |
$71.3K - $72.5K
|
2.21K
$110K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 0.21% |
$80.4K - $81.8K
|
773K
$38.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.72K- 2.53% |
$84.9K - $86.3K
|
66.5K
$3.33M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.77K- 22.78% |
$87.1K - $88.6K
|
5.99K
$300K
|