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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
455+ 57.02% |
$22.6K - $23.6K
|
1.25K
$62.7K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
450+ 7.96% |
$22.4K - $23.4K
|
6.1K
$305K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
429+ 7.87% |
$21.4K - $22.3K
|
5.88K
$294K
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
403+ 0.41% |
$20.1K - $20.9K
|
99.6K
$4.98M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
392+ 2.99% |
$19.5K - $20.4K
|
13.5K
$675K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
378+ 7.47% |
$18.8K - $19.6K
|
5.44K
$272K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
340+ 2.61% |
$16.9K - $17.7K
|
13.4K
$668K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
324+ 1.41% |
$16.1K - $16.8K
|
23.3K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
308+ 0.35% |
$15.3K - $16K
|
88K
$4.4M
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
293+ 1.13% |
$14.6K - $15.2K
|
26.1K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
279+ 1.12% |
$13.9K - $14.5K
|
25.2K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
266+ 2.76% |
$13.2K - $13.8K
|
9.9K
$495K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
258+ 7.3% |
$12.8K - $13.4K
|
3.79K
$190K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
255+ 4.31% |
$12.7K - $13.2K
|
6.17K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
252+ 0.99% |
$12.5K - $13.1K
|
25.7K
$1.28M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
230New |
$11.4K - $11.9K
|
230
$11.5K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
207+ 27.06% |
$10.3K - $10.8K
|
972
$48.6K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
207New |
$10.3K - $10.8K
|
207
$10.4K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
198+ 1.57% |
$9.85K - $10.3K
|
12.8K
$639K
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
169+ 1.91% |
$8.41K - $8.78K
|
9.01K
$451K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
154+ 111.59% |
$7.66K - $8K
|
292
$14.6K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
154+ 1.91% |
$7.66K - $8K
|
8.23K
$412K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
150New |
$7.47K - $7.79K
|
150
$7.5K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
140+ 0.28% |
$6.97K - $7.27K
|
49.4K
$2.47M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
131New |
$6.52K - $6.81K
|
131
$6.55K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
114+ 7.02% |
$5.67K - $5.92K
|
1.74K
$86.9K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 0.85% |
$5.42K - $5.66K
|
12.9K
$647K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$5.42K - $5.66K
|
109
$5.45K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
106New |
$5.28K - $5.51K
|
106
$5.3K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
100+ 3.05% |
$4.98K - $5.2K
|
3.38K
$169K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
97+ 0.95% |
$4.83K - $5.04K
|
10.3K
$515K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
86+ 0.19% |
$4.28K - $4.47K
|
44.8K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 10.09% |
$3.73K - $3.9K
|
818
$40.9K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
66+ 1.5% |
$3.28K - $3.43K
|
4.47K
$224K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
61+ 0.82% |
$3.04K - $3.17K
|
7.5K
$375K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 0.76% |
$2.74K - $2.86K
|
7.31K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$2.69K - $2.81K
|
54
$2.7K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40+ 0.62% |
$1.99K - $2.08K
|
6.52K
$326K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
38+ 8.24% |
$1.89K - $1.97K
|
499
$25K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
36New |
$1.79K - $1.87K
|
36
$1.8K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.59K - $1.66K
|
32
$1.6K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
25+ 0.21% |
$1.24K - $1.3K
|
11.9K
$597K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22+ 0.95% |
$1.09K - $1.14K
|
2.34K
$117K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$697 - $727
|
14
$700
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 0.69% |
$697 - $727
|
2.05K
$102K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$547 - $571
|
11
$550
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11New |
$547 - $571
|
11
$550
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10+ 0.24% |
$498 - $520
|
4.22K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 112.5% |
$448 - $468
|
17
$850
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$249 - $260
|
5
$250
|