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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.86K- 23.68% |
$285K - $289K
|
18.9K
$966K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.29K - $1.33K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.66K+ 102.23% |
$413K - $425K
|
17.1K
$876K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-57.7K- 17.08% |
$2.75M - $2.83M
|
280K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-176- 8.4% |
$8.4K - $8.64K
|
1.92K
$98.2K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 19.96% |
$72.5K - $74.5K
|
6.09K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
151New |
$7.21K - $7.41K
|
151
$7.72K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$4.3K - $4.42K
|
90
$4.6K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-17- 15.32% |
$812 - $834
|
94
$4.81K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
112New |
$5.35K - $5.5K
|
112
$5.73K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.15KNew |
$198K - $204K
|
4.15K
$212K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$16.9K - $17.4K
|
355
$18.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.77K - $4.91K
|
100
$5.12K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.07% |
$15.7K - $16.1K
|
16.1K
$825K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46- 53.49% |
$2.2K - $2.26K
|
40
$2.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.14KNew |
$437K - $449K
|
9.14K
$468K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.02K+ 8021.0% |
$383K - $394K
|
8.12K
$415K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.75K- 2.15% |
$418K - $429K
|
398K
$20.4M
|
|
| Q4 2022 | |||||||
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13KNew |
$616K - $650K
|
13K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.91% |
$238 - $251
|
546
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45New |
$2.14K - $2.26K
|
45
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.03KNew |
$429K - $453K
|
9.03K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79K+ 2176.83% |
$84.9K - $89.6K
|
1.87K
$95.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.3KNew |
$252K - $266K
|
5.3K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
805New |
$38.3K - $40.4K
|
805
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.88K- 13.14% |
$279K - $295K
|
38.8K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
282KNew |
$13.4M - $14.1M
|
282K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
215+ 100.0% |
$10.2K - $10.8K
|
430
$22K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.4K- 78.41% |
$781K - $824K
|
4.52K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.62KNew |
$220K - $232K
|
4.62K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
463New |
$22K - $23.2K
|
463
$23.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-653- 1.32% |
$31.1K - $32.8K
|
48.8K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
764New |
$36.3K - $38.3K
|
764
$39.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.38% |
$95.1 - $100
|
86
$4.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-73.5K- 91.93% |
$3.49M - $3.69M
|
6.45K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25New |
$1.19K - $1.25K
|
25
$1.28K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.05K- 2.04% |
$145K - $153K
|
146K
$7.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-59- 1.06% |
$2.81K - $2.96K
|
5.49K
$281K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-553- 15.65% |
$26.3K - $27.7K
|
2.98K
$152K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 2.38% |
$143 - $151
|
129
$6.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-70- 7.68% |
$3.33K - $3.51K
|
841
$43K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
4.93KNew |
$234K - $247K
|
4.93K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
12.1KNew |
$574K - $605K
|
12.1K
$617K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04KNew |
$49.4K - $52.1K
|
1.04K
$53.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.21% |
$9.51K - $10K
|
4.55K
$233K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19New |
$903 - $953
|
19
$972
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.33KNew |
$63.2K - $66.7K
|
1.33K
$68K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$231K - $244K
|
4.86K
$249K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.7K- 43.19% |
$176K - $185K
|
4.86K
$249K
|
|