Latest Institutional Transactions on Ishares Tr Core Intl Aggregate (IAGG)
This table provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
972K+ 7.54% |
$47.9M - $48.7M
|
13.9M
$709M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.26KNew |
$210K - $214K
|
4.26K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 33.96% |
$233K - $237K
|
9.21K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
817New |
$40.3K - $40.9K
|
817
$41.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 84.64% |
$51.6K - $52.5K
|
190
$9.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-35.8K- 82.51% |
$1.76M - $1.79M
|
7.59K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-175- 46.67% |
$8.62K - $8.77K
|
200
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.12% |
$444 - $451
|
7.83K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$7.39K - $7.52K
|
150
$7.67K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
600New |
$29.6K - $30.1K
|
600
$30.7K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$641 - $651
|
13
$665
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 39.62% |
$71.3K - $72.5K
|
2.21K
$113K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
635+ 4535.71% |
$31.3K - $31.8K
|
649
$33.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-3.56K- 44.57% |
$175K - $178K
|
4.42K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.99KNew |
$246K - $250K
|
4.99K
$255K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
218New |
$10.7K - $10.9K
|
218
$11.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-438- 1.84% |
$21.6K - $21.9K
|
23.4K
$1.19M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.08% |
$49.2 - $50
|
1.25K
$63.9K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17KNew |
$205K - $208K
|
4.17K
$213K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.53KNew |
$321K - $326K
|
6.53K
$334K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
806New |
$39.6K - $40.3K
|
806
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44KNew |
$218K - $222K
|
4.44K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.38KNew |
$215K - $219K
|
4.38K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24KNew |
$1.18M - $1.2M
|
24K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 28.9% |
$5.41M - $5.5M
|
271K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 61.88% |
$214K - $218K
|
11.4K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
134New |
$6.59K - $6.7K
|
134
$6.85K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216New |
$10.6K - $10.8K
|
216
$11K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$3.25K - $3.3K
|
66
$3.38K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$787 - $800
|
16
$818
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-763- 8.97% |
$37.5K - $38.1K
|
7.75K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.6KNew |
$2.59M - $2.63M
|
52.6K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43K+ 8.72% |
$2.12M - $2.15M
|
536K
$27.4M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
68.2KNew |
$3.36M - $3.41M
|
68.2K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
49.3KNew |
$2.42M - $2.46M
|
49.3K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 17.49% |
$94.6K - $96.1K
|
12.9K
$661K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$3.15K - $3.2K
|
64
$3.27K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.65K+ 70.54% |
$278K - $282K
|
13.7K
$699K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.11K- 18.41% |
$54.7K - $55.6K
|
4.93K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-6.56K- 61.92% |
$322K - $328K
|
4.03K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-812- 14.69% |
$39.9K - $40.6K
|
4.72K
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.14KNew |
$449K - $457K
|
9.14K
$467K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.88K+ 12.65% |
$338K - $344K
|
61.2K
$3.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-115K- 89.24% |
$5.63M - $5.72M
|
13.8K
$706K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 3.31% |
$387 - $408
|
250
$12.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115New |
$5.56K - $5.87K
|
115
$5.88K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
147KNew |
$7.13M - $7.53M
|
147K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-109Closed |
$5.27K - $5.56K
|
0
$0
|
|