Purchases and Sales Made in Q3 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
723+ 8.16% |
$39.8K - $40.5K
|
9.58K
$496K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
697+ 1834.21% |
$38.3K - $39K
|
735
$38.1K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
670+ 15.36% |
$36.9K - $37.5K
|
5.03K
$261K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
600New |
$33K - $33.6K
|
600
$31.1K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
521+ 4.01% |
$28.7K - $29.2K
|
13.5K
$700K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
479+ 0.74% |
$26.4K - $26.8K
|
65.3K
$3.38M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
402New |
$22.1K - $22.5K
|
402
$20.8K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
400New |
$22K - $22.4K
|
400
$20.7K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
394+ 7.15% |
$21.7K - $22.1K
|
5.91K
$306K
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
381+ 2.38% |
$21K - $21.3K
|
16.4K
$850K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
360+ 15.11% |
$19.8K - $20.2K
|
2.74K
$142K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
350New |
$19.3K - $19.6K
|
350
$18.1K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300New |
$16.5K - $16.8K
|
300
$15.5K
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
292+ 7.36% |
$16.1K - $16.4K
|
4.26K
$221K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
271+ 5.55% |
$14.9K - $15.2K
|
5.15K
$267K
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
259+ 4.86% |
$14.3K - $14.5K
|
5.58K
$289K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
209+ 0.65% |
$11.5K - $11.7K
|
32.1K
$1.66M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
170New |
$9.35K - $9.52K
|
170
$8.81K
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
164+ 0.49% |
$9.02K - $9.19K
|
33.9K
$1.76M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
122+ 0.51% |
$6.71K - $6.83K
|
24.3K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
122+ 1016.67% |
$6.71K - $6.83K
|
134
$6.94K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
114+ 4.13% |
$6.27K - $6.39K
|
2.87K
$149K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
107+ 0.14% |
$5.89K - $5.99K
|
74.9K
$3.88M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
103+ 1.56% |
$5.67K - $5.77K
|
6.72K
$348K
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
100+ 0.89% |
$5.5K - $5.6K
|
11.3K
$585K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
100+ 0.81% |
$5.5K - $5.6K
|
12.5K
$648K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
86+ 0.9% |
$4.73K - $4.82K
|
9.65K
$500K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
86+ 0.34% |
$4.73K - $4.82K
|
25.4K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 0.95% |
$2.75K - $2.8K
|
5.31K
$275K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47+ 1.16% |
$2.59K - $2.63K
|
4.08K
$212K
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
37+ 84.09% |
$2.04K - $2.07K
|
81
$4.2K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
30+ 8.7% |
$1.65K - $1.68K
|
375
$19.4K
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 0.57% |
$1.6K - $1.62K
|
5.08K
$263K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13+ 0.04% |
$715 - $728
|
31.6K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
13+ 0.22% |
$715 - $728
|
5.9K
$306K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7New |
$385 - $392
|
7
$363
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.07% |
$165 - $168
|
4.25K
$220K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1Closed |
$55 - $56
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.17% |
$55 - $56
|
594
$30.8K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5- 0.76% |
$275 - $280
|
653
$33.8K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-15- 0.24% |
$825 - $840
|
6.16K
$319K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-48- 1.06% |
$2.64K - $2.69K
|
4.49K
$233K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48- 0.88% |
$2.64K - $2.69K
|
5.4K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59- 0.99% |
$3.25K - $3.3K
|
5.87K
$304K
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-61- 0.42% |
$3.36K - $3.42K
|
14.5K
$749K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-68Closed |
$3.74K - $3.81K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-68- 68.0% |
$3.74K - $3.81K
|
32
$1.66K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-72- 1.74% |
$3.96K - $4.03K
|
4.08K
$211K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 1.39% |
$4.24K - $4.31K
|
5.44K
$282K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-79- 86.81% |
$4.35K - $4.42K
|
12
$622
|