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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.65K+ 70.54% |
$278K - $282K
|
13.7K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.11K- 18.41% |
$54.7K - $55.6K
|
4.93K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-6.56K- 61.92% |
$322K - $328K
|
4.03K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-812- 14.69% |
$39.9K - $40.6K
|
4.72K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.14KNew |
$449K - $457K
|
9.14K
$468K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.88K+ 12.65% |
$338K - $344K
|
61.2K
$3.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-115K- 89.24% |
$5.63M - $5.72M
|
13.8K
$708K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115New |
$5.56K - $5.87K
|
115
$5.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
147KNew |
$7.13M - $7.53M
|
147K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.33KNew |
$306K - $323K
|
6.33K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-109Closed |
$5.27K - $5.56K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-45- 50.0% |
$2.18K - $2.3K
|
45
$2.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.18K+ 3.71% |
$57K - $60.2K
|
33K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
239New |
$11.6K - $12.2K
|
239
$12.3K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
28K+ 7.83% |
$1.36M - $1.43M
|
386K
$19.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 3.16% |
$145 - $153
|
98
$5.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
67New |
$3.24K - $3.42K
|
67
$3.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-151- 1.46% |
$7.3K - $7.71K
|
10.2K
$521K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.49K- 29.15% |
$362K - $382K
|
18.2K
$934K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
322New |
$15.6K - $16.4K
|
322
$16.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$145 - $153
|
3
$154
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-27K- 99.83% |
$1.31M - $1.33M
|
45
$2.31K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$777 - $792
|
16
$820
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
503New |
$24.4K - $24.9K
|
503
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-31.9KClosed |
$1.55M - $1.58M
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
235+ 2.91% |
$11.4K - $11.6K
|
8.31K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$12.2K - $12.5K
|
252
$12.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.39KNew |
$67.3K - $68.5K
|
1.39K
$71K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
57+ 0.52% |
$2.77K - $2.82K
|
11.1K
$569K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-91- 1.63% |
$4.42K - $4.5K
|
5.49K
$282K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
48.1KNew |
$2.34M - $2.38M
|
48.1K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-130- 0.82% |
$6.32K - $6.43K
|
15.8K
$808K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-283- 6.23% |
$13.8K - $14K
|
4.26K
$219K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
45.8KNew |
$2.23M - $2.27M
|
45.8K
$2.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
163New |
$7.92K - $8.07K
|
163
$8.36K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.39K+ 678.69% |
$116K - $118K
|
2.74K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.2KNew |
$1.76M - $1.79M
|
36.2K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.19K- 20.77% |
$57.7K - $58.5K
|
4.52K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
39New |
$1.9K - $1.93K
|
39
$2K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.84K- 5.39% |
$186K - $189K
|
67.4K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-874- 17.47% |
$42.5K - $43.1K
|
4.13K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 49.85% |
$110K - $112K
|
6.8K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.48% |
$973 - $987
|
4.12K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$244K - $247K
|
5.01K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-72.6K- 94.48% |
$3.53M - $3.59M
|
4.24K
$218K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.2KNew |
$107K - $109K
|
2.2K
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.74KNew |
$279K - $283K
|
5.74K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-83- 0.74% |
$4.04K - $4.1K
|
11.2K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.3KNew |
$258K - $262K
|
5.3K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.49K+ 44.31% |
$121K - $123K
|
8.09K
$415K
|
|