Purchases and Sales Made in Q3 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.97M+ 86.08% |
$297M - $310M
|
12.9M
$646M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
664K+ 11.85% |
$33.1M - $34.5M
|
6.27M
$314M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
529K+ 4.06% |
$26.3M - $27.5M
|
13.5M
$677M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
524K+ 33.37% |
$26.1M - $27.2M
|
2.09M
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
477K+ 10.1% |
$23.7M - $24.8M
|
5.2M
$260M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
465KNew |
$23.2M - $24.2M
|
465K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
236K+ 31.18% |
$11.7M - $12.3M
|
992K
$49.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
197K+ 24.17% |
$9.8M - $10.2M
|
1.01M
$50.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
140KNew |
$6.94M - $7.25M
|
140K
$6.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
128K+ 59.53% |
$6.37M - $6.65M
|
343K
$17.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
95.8K+ 23.81% |
$4.77M - $4.97M
|
498K
$24.9M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
95.5K+ 10.56% |
$4.75M - $4.96M
|
1M
$50M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
95KNew |
$4.73M - $4.94M
|
95K
$4.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
90.4K+ 45.43% |
$4.5M - $4.7M
|
289K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86K+ 4.46% |
$4.28M - $4.47M
|
2.02M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
79.4K+ 271.88% |
$3.95M - $4.13M
|
109K
$5.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
72.4K+ 63.53% |
$3.6M - $3.76M
|
186K
$9.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
70.8KNew |
$3.52M - $3.68M
|
70.8K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.6K+ 17.99% |
$3.52M - $3.67M
|
463K
$23.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
63.5K+ 21.11% |
$3.16M - $3.3M
|
364K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
60.7K+ 10.69% |
$3.02M - $3.15M
|
628K
$31.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57.7KNew |
$2.87M - $3M
|
57.7K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
56.6K+ 4.08% |
$2.82M - $2.94M
|
1.44M
$72.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
56.5K+ 305.41% |
$2.81M - $2.94M
|
75K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.7K+ 4.0% |
$2.77M - $2.89M
|
1.45M
$72.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
46K+ 8.74% |
$2.29M - $2.39M
|
573K
$28.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.8K+ 3.06% |
$2.28M - $2.38M
|
1.54M
$77.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
44.4K+ 7.47% |
$2.21M - $2.31M
|
639K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
43.7KNew |
$2.18M - $2.27M
|
43.7K
$2.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42KNew |
$2.09M - $2.18M
|
42K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$2.03M - $2.12M
|
40.8K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 3.44% |
$2.01M - $2.1M
|
1.21M
$60.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
36K+ 0.42% |
$1.79M - $1.87M
|
8.56M
$428M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29.2K+ 5.86% |
$1.45M - $1.52M
|
528K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
26.9K+ 10.54% |
$1.34M - $1.4M
|
282K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.2K+ 8.56% |
$1.31M - $1.36M
|
333K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
24.6K+ 2.22% |
$1.22M - $1.28M
|
1.13M
$56.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
23.6K+ 18.54% |
$1.17M - $1.22M
|
151K
$7.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4K+ 3.84% |
$915K - $955K
|
498K
$24.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.5K+ 3.28% |
$869K - $907K
|
549K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.9K+ 1.32% |
$841K - $877K
|
1.3M
$65.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 43.17% |
$835K - $872K
|
55.6K
$2.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
15.7K+ 9.02% |
$781K - $815K
|
190K
$9.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.5K+ 10.75% |
$769K - $803K
|
159K
$7.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 1.9% |
$715K - $747K
|
770K
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.7K+ 4.94% |
$684K - $713K
|
292K
$14.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 15.37% |
$633K - $661K
|
95.5K
$4.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
11.3K+ 23.28% |
$562K - $587K
|
59.8K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 2.39% |
$562K - $586K
|
483K
$24.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 102.8% |
$551K - $575K
|
21.8K
$1.09M
|