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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-571- 34.11% |
$28.4K - $29.7K
|
1.1K
$55K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-578- 1.92% |
$28.8K - $30K
|
29.5K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-589- 11.54% |
$29.3K - $30.6K
|
4.52K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-597- 1.4% |
$29.7K - $31K
|
42K
$2.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-601- 1.31% |
$29.9K - $31.2K
|
45.3K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-662- 14.35% |
$32.9K - $34.4K
|
3.95K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-733- 4.97% |
$36.5K - $38.1K
|
14K
$699K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-741- 85.27% |
$36.9K - $38.5K
|
128
$6.38K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-745- 12.83% |
$37.1K - $38.7K
|
5.06K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-784- 1.6% |
$39K - $40.7K
|
48.3K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-817- 0.71% |
$40.7K - $42.4K
|
114K
$5.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-846- 45.73% |
$42.1K - $43.9K
|
1K
$50K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-985- 11.4% |
$49K - $51.2K
|
7.65K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.05K- 1.55% |
$52.5K - $54.8K
|
66.9K
$3.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.13K- 3.81% |
$56.2K - $58.7K
|
28.5K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.15K- 1.37% |
$57.2K - $59.7K
|
82.9K
$4.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 2.74% |
$57.3K - $59.8K
|
40.9K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 12.56% |
$63K - $65.7K
|
8.81K
$439K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.31K- 5.37% |
$65.3K - $68.2K
|
23.1K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.42K- 5.69% |
$70.8K - $73.9K
|
23.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 9.63% |
$77K - $80.4K
|
14.5K
$723K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.61K- 16.31% |
$80.2K - $83.7K
|
8.27K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.62K- 31.61% |
$80.5K - $84.1K
|
3.5K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 5.54% |
$81.3K - $84.8K
|
27.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.79% |
$83.6K - $87.3K
|
58.6K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.76K- 14.4% |
$87.3K - $91.2K
|
10.4K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 4.46% |
$98.1K - $102K
|
42.3K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.12K- 12.15% |
$105K - $110K
|
15.3K
$762K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.13K- 10.01% |
$106K - $111K
|
19.2K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.25K- 3.03% |
$112K - $117K
|
72K
$3.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.33K- 2.17% |
$116K - $121K
|
105K
$5.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 2.85% |
$132K - $138K
|
90.6K
$4.52M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-2.74K- 2.08% |
$136K - $142K
|
129K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.92K- 0.87% |
$145K - $151K
|
331K
$16.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.04K- 6.86% |
$151K - $158K
|
41.3K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.04K- 32.11% |
$151K - $158K
|
6.42K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 33.2% |
$162K - $170K
|
6.57K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.71K- 2.61% |
$185K - $193K
|
139K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.29K- 20.88% |
$213K - $223K
|
16.3K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.46K- 44.0% |
$222K - $231K
|
5.67K
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.23K- 18.08% |
$260K - $272K
|
23.7K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.44K- 11.26% |
$271K - $282K
|
42.8K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 53.38% |
$287K - $299K
|
5.03K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.85K- 12.2% |
$291K - $304K
|
42.1K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 0.8% |
$309K - $322K
|
767K
$38.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-6.39K- 14.51% |
$318K - $332K
|
37.6K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6.79K- 26.49% |
$338K - $353K
|
18.8K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-9.68K- 18.16% |
$482K - $503K
|
43.6K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-10.2K- 63.09% |
$506K - $528K
|
5.95K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16.7K- 7.64% |
$833K - $869K
|
202K
$10.1M
|