Purchases and Sales Made in Q4 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
628+ 405.16% |
$30.4K - $32K
|
783
$39.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
617New |
$29.8K - $31.5K
|
617
$30.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
610+ 9.65% |
$29.5K - $31.1K
|
6.93K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
610+ 2.07% |
$29.5K - $31.1K
|
30.1K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
510+ 6.8% |
$24.7K - $26K
|
8.01K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
493+ 0.66% |
$23.8K - $25.2K
|
75.5K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
442+ 0.81% |
$21.4K - $22.6K
|
55.3K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
435+ 1.04% |
$21K - $22.2K
|
42.4K
$2.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
397+ 7.56% |
$19.2K - $20.3K
|
5.65K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
379+ 1.17% |
$18.3K - $19.3K
|
32.8K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
360+ 6.22% |
$17.4K - $18.4K
|
6.15K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
349+ 3.39% |
$16.9K - $17.8K
|
10.7K
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
322New |
$15.6K - $16.4K
|
322
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
306+ 1.85% |
$14.8K - $15.6K
|
16.8K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
283+ 3.77% |
$13.7K - $14.4K
|
7.78K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
278+ 6.75% |
$13.4K - $14.2K
|
4.39K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
256+ 3.14% |
$12.4K - $13.1K
|
8.4K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
243+ 24.18% |
$11.8K - $12.4K
|
1.25K
$62.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
239New |
$11.6K - $12.2K
|
239
$12K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 2.07% |
$10.4K - $11K
|
10.6K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
211+ 0.62% |
$10.2K - $10.8K
|
34.4K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
152+ 0.35% |
$7.35K - $7.76K
|
43.3K
$2.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
144+ 47.68% |
$6.97K - $7.35K
|
446
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135+ 1500.0% |
$6.53K - $6.89K
|
144
$7.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
131+ 11.69% |
$6.34K - $6.68K
|
1.25K
$62.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
130New |
$6.29K - $6.63K
|
130
$6.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
125+ 0.33% |
$6.05K - $6.38K
|
37.9K
$1.9M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115New |
$5.56K - $5.87K
|
115
$5.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
98New |
$4.74K - $5K
|
98
$4.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
67New |
$3.24K - $3.42K
|
67
$3.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47New |
$2.27K - $2.4K
|
47
$2.35K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 0.84% |
$1.89K - $1.99K
|
4.66K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
36+ 8.93% |
$1.74K - $1.84K
|
439
$22K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 3.44% |
$1.6K - $1.68K
|
993
$49.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 1.55% |
$919 - $970
|
1.24K
$62.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.13% |
$871 - $919
|
14.2K
$711K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.36% |
$484 - $510
|
743
$37.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 0.09% |
$435 - $459
|
10.4K
$520K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 3.31% |
$387 - $408
|
250
$12.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.09% |
$242 - $255
|
5.53K
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$145 - $153
|
3
$150
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 3.16% |
$145 - $153
|
98
$4.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 3.33% |
$96.7 - $102
|
62
$3.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$48.4 - $51
|
35
$1.75K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.33% |
$145 - $153
|
915
$45.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4- 0.18% |
$193 - $204
|
2.18K
$109K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 0.16% |
$387 - $408
|
4.95K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15- 0.37% |
$726 - $765
|
4.09K
$204K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-22- 0.29% |
$1.06K - $1.12K
|
7.57K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-22- 0.81% |
$1.06K - $1.12K
|
2.71K
$135K
|