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 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-75- 36.06% |
$4.09K - $4.14K
|
133
$6.65K
|
|
|
Jul 26, 2021
Q2 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.43KClosed |
$242K - $245K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.21KClosed |
$284K - $287K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-577Closed |
$31.5K - $32.4K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.1KClosed |
$715K - $735K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.26KClosed |
$68.6K - $70.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.66KClosed |
$200K - $206K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48.2KClosed |
$2.64M - $2.71M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3New |
$164 - $169
|
3
$150
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.83KClosed |
$100K - $103K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-692Closed |
$37.8K - $38.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-268Closed |
$14.6K - $15.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$684K - $703K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-131Closed |
$7.16K - $7.36K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.61KClosed |
$252K - $259K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6KNew |
$333K - $337K
|
6K
$300K
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-108Closed |
$6K - $6.07K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.36KClosed |
$242K - $245K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2KClosed |
$66.5K - $67.2K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-55KClosed |
$3.05M - $3.09M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.08KClosed |
$59.7K - $60.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-14.9KClosed |
$822K - $832K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.14KClosed |
$229K - $232K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.17KClosed |
$64.9K - $65.6K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$59.6K - $60.2K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$1.22K - $1.23K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.4KClosed |
$965K - $976K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20+ 1.51% |
$1.09K - $1.11K
|
1.35K
$67.3K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.21KClosed |
$338K - $346K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-115Closed |
$6.26K - $6.41K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27Closed |
$1.47K - $1.5K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.17KClosed |
$63.8K - $65.2K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.45KClosed |
$297K - $303K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-618Closed |
$33.7K - $34.4K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-300Closed |
$16.3K - $16.7K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-23.2KClosed |
$1.26M - $1.29M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213- 70.3% |
$11.6K - $11.9K
|
90
$4.5K
|
|
| Q1 2020 | |||||||
|
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-33.9KClosed |
$1.8M - $1.92M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-4.74KClosed |
$252K - $268K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-153KClosed |
$8.16M - $8.67M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$266 - $283
|
1.24K
$62.1K
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-3.76KClosed |
$200K - $212K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-169KClosed |
$8.99M - $9.56M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.34KClosed |
$230K - $245K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150Closed |
$7.97K - $8.48K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-41.3KClosed |
$2.2M - $2.34M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Jentner Corp
|
SELL
|
- |
-5.49KClosed |
$292K - $310K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-74.3KClosed |
$3.95M - $4.2M
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.5K- 33.33% |
$133K - $141K
|
5K
$250K
|
|