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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-662- 14.35% |
$32.9K - $34.4K
|
3.95K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.08% |
$99.5 - $104
|
2.59K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.74KNew |
$286K - $298K
|
5.74K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.7K+ 4.94% |
$684K - $713K
|
292K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
154+ 111.59% |
$7.66K - $8K
|
292
$14.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.69K+ 23.05% |
$134K - $139K
|
14.3K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 3.27% |
$51.5K - $53.7K
|
32.6K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 32.81% |
$1.05K - $1.09K
|
43
$2.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.04K- 32.11% |
$151K - $158K
|
6.42K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.7K+ 4.63% |
$84.6K - $88.3K
|
38.4K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2K+ 30.0% |
$99.7K - $104K
|
8.68K
$434K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 33.2% |
$162K - $170K
|
6.57K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5K+ 5.96% |
$522K - $545K
|
186K
$9.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$1.59K - $1.66K
|
32
$1.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
128K+ 59.53% |
$6.37M - $6.65M
|
343K
$17.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.42K- 5.69% |
$70.8K - $73.9K
|
23.6K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.23K- 18.08% |
$260K - $272K
|
23.7K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-601- 1.31% |
$29.9K - $31.2K
|
45.3K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9.55K+ 36.14% |
$475K - $496K
|
36K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-733- 4.97% |
$36.5K - $38.1K
|
14K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-439- 30.4% |
$21.8K - $22.8K
|
1.01K
$50.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.82K+ 11.01% |
$190K - $198K
|
38.5K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
114+ 7.02% |
$5.67K - $5.92K
|
1.74K
$86.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.16K+ 2.11% |
$57.7K - $60.2K
|
56.1K
$2.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
97+ 0.95% |
$4.83K - $5.04K
|
10.3K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.21KNew |
$209K - $219K
|
4.21K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-91- 1.14% |
$4.53K - $4.73K
|
7.89K
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-578- 1.92% |
$28.8K - $30K
|
29.5K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
631+ 2.63% |
$31.4K - $32.8K
|
24.7K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-745- 12.83% |
$37.1K - $38.7K
|
5.06K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.4K - $103K
|
1.98K
$98.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.73% |
$7.32K - $7.64K
|
5.25K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.13K- 3.81% |
$56.2K - $58.7K
|
28.5K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.12K- 12.15% |
$105K - $110K
|
15.3K
$765K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.36K+ 5.74% |
$67.7K - $70.7K
|
25K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
86+ 0.19% |
$4.28K - $4.47K
|
44.8K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
44.4K+ 7.47% |
$2.21M - $2.31M
|
639K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-2.74K- 2.08% |
$136K - $142K
|
129K
$6.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
3.55K+ 0.79% |
$177K - $184K
|
456K
$22.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 15.37% |
$633K - $661K
|
95.5K
$4.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 53.4% |
$2.74K - $2.86K
|
48
$2.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-174- 0.47% |
$8.66K - $9.04K
|
37K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86K+ 4.46% |
$4.28M - $4.47M
|
2.02M
$101M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 2.74% |
$57.3K - $59.8K
|
40.9K
$2.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.27K+ 4.45% |
$362K - $378K
|
171K
$8.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.91% |
$58.1K - $60.6K
|
62.2K
$3.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
564+ 4.22% |
$28.1K - $29.3K
|
13.9K
$696K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
11.3K+ 23.28% |
$562K - $587K
|
59.8K
$2.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.31K- 5.37% |
$65.3K - $68.2K
|
23.1K
$1.16M
|