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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.69KNew |
$283K - $295K
|
5.69K
$292K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-356- 99.72% |
$17.7K - $18.5K
|
1
$51.3
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11New |
$547 - $571
|
11
$564
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.46K- 44.0% |
$222K - $231K
|
5.67K
$291K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$30.6K - $31.9K
|
614
$31.5K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
207New |
$10.3K - $10.8K
|
207
$10.6K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 2.85% |
$132K - $138K
|
90.6K
$4.65M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$5.42K - $5.66K
|
109
$5.59K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 8.38% |
$254K - $266K
|
66.1K
$3.39M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
106New |
$5.28K - $5.51K
|
106
$5.43K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
150New |
$7.47K - $7.79K
|
150
$7.69K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 32.81% |
$1.05K - $1.09K
|
43
$2.2K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.4K - $103K
|
1.98K
$101K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 53.4% |
$2.74K - $2.86K
|
48
$2.46K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.05KNew |
$298K - $303K
|
6.05K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.01K- 23.02% |
$49.7K - $50.5K
|
3.37K
$173K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.23KNew |
$356K - $362K
|
7.23K
$371K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
262New |
$12.9K - $13.1K
|
262
$13.4K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
972K+ 7.54% |
$47.9M - $48.7M
|
13.9M
$710M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.73K- 33.96% |
$233K - $237K
|
9.21K
$472K
|
|
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
$41.9K
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-35.8K- 82.51% |
$1.76M - $1.79M
|
7.59K
$389K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.12% |
$444 - $451
|
7.83K
$401K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$7.39K - $7.52K
|
150
$7.69K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
600New |
$29.6K - $30.1K
|
600
$30.8K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$641 - $651
|
13
$667
|
|
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
$33.3K
|
|
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
$227K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.99KNew |
$246K - $250K
|
4.99K
$256K
|
|
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
$1.2M
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.08% |
$49.2 - $50
|
1.25K
$64.1K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17KNew |
$205K - $208K
|
4.17K
$214K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
806New |
$39.6K - $40.3K
|
806
$41.3K
|
|
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
$13.9M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
134New |
$6.59K - $6.7K
|
134
$6.87K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 61.88% |
$214K - $218K
|
11.4K
$585K
|
|
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
$820
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-763- 8.97% |
$37.5K - $38.1K
|
7.75K
$397K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.6KNew |
$2.59M - $2.63M
|
52.6K
$2.7M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43K+ 8.72% |
$2.12M - $2.15M
|
536K
$27.5M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
68.2KNew |
$3.36M - $3.41M
|
68.2K
$3.5M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
49.3KNew |
$2.42M - $2.46M
|
49.3K
$2.53M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$3.15K - $3.2K
|
64
$3.28K
|