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 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 84.21% |
$96.7K - $102K
|
375
$18.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.09K- 99.71% |
$101K - $107K
|
6
$300
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.2K- 0.76% |
$106K - $112K
|
287K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.27K- 15.93% |
$110K - $116K
|
12K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 6.9% |
$122K - $128K
|
33.9K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.8K- 5.05% |
$135K - $143K
|
52.7K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.43K- 6.99% |
$166K - $175K
|
45.7K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-4.41K- 1.39% |
$213K - $225K
|
312K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.6K- 4.25% |
$222K - $235K
|
103K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.64K- 10.88% |
$224K - $237K
|
38K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.88K- 18.67% |
$285K - $300K
|
25.6K
$1.28M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.05KClosed |
$292K - $309K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.49K- 29.15% |
$362K - $382K
|
18.2K
$911K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-8.24K- 3.88% |
$399K - $421K
|
204K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.26K- 4.23% |
$400K - $422K
|
187K
$9.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.47K- 34.26% |
$409K - $432K
|
16.2K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.53K- 44.55% |
$412K - $435K
|
10.6K
$531K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11.4K- 51.89% |
$552K - $583K
|
10.6K
$529K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 16.38% |
$568K - $599K
|
59.9K
$2.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.8K- 2.85% |
$618K - $652K
|
435K
$21.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12.8K- 55.91% |
$621K - $655K
|
10.1K
$506K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-13.2K- 15.62% |
$636K - $671K
|
71K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-14.8K- 14.81% |
$715K - $755K
|
85K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.3K- 72.86% |
$741K - $781K
|
5.71K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.7K- 3.29% |
$1.58M - $1.67M
|
962K
$48.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-33.6K- 9.83% |
$1.62M - $1.71M
|
308K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-38K- 32.82% |
$1.84M - $1.94M
|
77.7K
$3.89M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44.3K- 9.56% |
$2.14M - $2.26M
|
419K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-45.7K- 23.09% |
$2.21M - $2.33M
|
152K
$7.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.7K- 48.12% |
$2.31M - $2.44M
|
51.5K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57.5K- 24.79% |
$2.78M - $2.94M
|
175K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.5K- 20.19% |
$2.92M - $3.09M
|
239K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-69.5K- 86.78% |
$3.36M - $3.55M
|
10.6K
$529K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-118K- 90.23% |
$5.71M - $6.02M
|
12.8K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-120K- 71.81% |
$5.79M - $6.11M
|
47K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-121K- 32.23% |
$5.84M - $6.16M
|
254K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-224K- 95.1% |
$10.9M - $11.4M
|
11.6K
$578K
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-238K- 2.78% |
$11.5M - $12.2M
|
8.32M
$416M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-258K- 4.69% |
$12.5M - $13.2M
|
5.25M
$263M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347K- 99.89% |
$16.8M - $17.7M
|
384
$19.2K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.66M- 59.34% |
$371M - $391M
|
5.25M
$263M
|