Purchases and Sales Made in Q4 2020 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2020. 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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
505K+ 489897.09% |
$28M - $28.4M
|
505K
$26.1M
|
|
|
Mar 18, 2021
Q4 2020
|
Beta Wealth Group, Inc.
|
BUY
|
- |
268KNew |
$14.9M - $15.1M
|
268K
$13.9M
|
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
255K+ 64.87% |
$14.2M - $14.3M
|
648K
$33.6M
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
228KNew |
$12.7M - $12.8M
|
228K
$11.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Compton Financial Group, LLC
|
BUY
|
- |
202KNew |
$11.2M - $11.3M
|
202K
$10.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
176KNew |
$9.76M - $9.87M
|
176K
$9.1M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 23.04% |
$8.54M - $8.64M
|
820K
$42.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
127KNew |
$7.04M - $7.12M
|
127K
$6.56M
|
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
94.7K+ 29.01% |
$5.26M - $5.32M
|
421K
$21.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.6K+ 611.43% |
$5.25M - $5.32M
|
110K
$5.7M
|
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
74.2KNew |
$4.12M - $4.17M
|
74.2K
$3.85M
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
70.8KNew |
$3.93M - $3.98M
|
70.8K
$3.67M
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70.1KNew |
$3.9M - $3.94M
|
70.1K
$3.63M
|
|
|
Feb 11, 2021
Q4 2020
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
70.1KNew |
$3.89M - $3.94M
|
70.1K
$3.63M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70K+ 11.38% |
$3.89M - $3.94M
|
685K
$35.5M
|
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
66.4KNew |
$3.69M - $3.73M
|
66.4K
$3.44M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
64.8K+ 36.71% |
$3.6M - $3.64M
|
241K
$12.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Brown Financial Advisory
|
BUY
|
- |
64.2KNew |
$3.57M - $3.61M
|
64.2K
$3.32M
|
|
|
Jan 19, 2021
Q4 2020
|
Stewardship Advisors, LLC
|
BUY
|
- |
63.9K+ 99.23% |
$3.55M - $3.59M
|
128K
$6.65M
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
63.9KNew |
$3.55M - $3.59M
|
63.9K
$3.31M
|
|
|
Feb 04, 2021
Q4 2020
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
55.4K+ 102.21% |
$3.08M - $3.11M
|
110K
$5.67M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.4K+ 38.41% |
$2.58M - $2.61M
|
167K
$8.66M
|
|
|
Feb 16, 2021
Q4 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
44.1K+ 13.4% |
$2.45M - $2.48M
|
373K
$19.3M
|
|
|
May 17, 2021
Q4 2020
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
39.8KNew |
$2.21M - $2.24M
|
39.8K
$2.06M
|
|
|
Feb 04, 2021
Q4 2020
|
Matson Money. Inc.
|
BUY
|
- |
38.2K+ 0.61% |
$2.12M - $2.15M
|
6.25M
$324M
|
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34.3K+ 11.34% |
$1.9M - $1.93M
|
336K
$17.4M
|
|
|
Feb 09, 2021
Q4 2020
|
Trinity Wealth Management, LLC
|
BUY
|
- |
33K+ 20.02% |
$1.83M - $1.86M
|
198K
$10.2M
|
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.7K+ 13.74% |
$1.76M - $1.78M
|
262K
$13.6M
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.2K+ 59.91% |
$1.68M - $1.7M
|
80.7K
$4.18M
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.5KNew |
$1.25M - $1.26M
|
22.5K
$1.17M
|
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.23M - $1.24M
|
22.1K
$1.15M
|
|
|
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
BUY
|
- |
21.6K+ 18.27% |
$1.2M - $1.21M
|
140K
$7.25M
|
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
21.4K+ 6.77% |
$1.19M - $1.2M
|
337K
$17.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 98.83% |
$1.18M - $1.2M
|
42.8K
$2.22M
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21K+ 54.94% |
$1.17M - $1.18M
|
59.3K
$3.07M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 24.7% |
$1.15M - $1.16M
|
104K
$5.41M
|
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9K+ 6.91% |
$1.05M - $1.06M
|
293K
$15.2M
|
|
|
Feb 10, 2021
Q4 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.7K+ 22.01% |
$983K - $994K
|
98K
$5.08M
|
|
|
Feb 11, 2021
Q4 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
16.8K+ 23.62% |
$931K - $942K
|
87.7K
$4.54M
|
|
|
Jan 29, 2021
Q4 2020
|
Tranquility Partners, LLC
|
BUY
|
- |
16KNew |
$891K - $901K
|
16K
$830K
|
|
|
Feb 10, 2021
Q4 2020
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15.9K+ 138.83% |
$885K - $896K
|
27.4K
$1.42M
|
|
|
Jan 28, 2021
Q4 2020
|
Occidental Asset Management, LLC
|
BUY
|
- |
14.8K+ 60.96% |
$821K - $830K
|
39K
$2.02M
|
|
|
Feb 26, 2021
Q4 2020
|
Bridge Advisory, LLC
|
BUY
|
- |
14.2KNew |
$789K - $798K
|
14.2K
$735K
|
|
|
Feb 11, 2021
Q4 2020
|
Orin Green Financial, LLC
|
BUY
|
- |
14.1KNew |
$783K - $792K
|
14.1K
$730K
|
|
|
Jan 14, 2021
Q4 2020
|
Charles Schwab Trust CO
|
BUY
|
- |
14KNew |
$779K - $788K
|
14K
$726K
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
13.3K+ 11.97% |
$738K - $747K
|
124K
$6.44M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 22581.03% |
$728K - $736K
|
13.2K
$681K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.1KNew |
$727K - $736K
|
13.1K
$678K
|
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
13KNew |
$721K - $729K
|
13K
$672K
|
|
|
Jan 22, 2021
Q4 2020
|
Divergent Wealth Advisors
|
BUY
|
- |
12.8K+ 5.74% |
$711K - $719K
|
236K
$12.2M
|