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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17KNew |
$205K - $208K
|
4.17K
$208K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.53KNew |
$321K - $326K
|
6.53K
$326K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
806New |
$39.6K - $40.3K
|
806
$40.3K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$1.28K - $1.3K
|
26
$1.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44KNew |
$218K - $222K
|
4.44K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.38KNew |
$215K - $219K
|
4.38K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 57.22% |
$350K - $355K
|
5.32K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
134New |
$6.59K - $6.7K
|
134
$6.7K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.55KNew |
$273K - $277K
|
5.55K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.47KNew |
$269K - $273K
|
5.47K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
24KNew |
$1.18M - $1.2M
|
24K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 28.9% |
$5.41M - $5.5M
|
271K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 61.88% |
$214K - $218K
|
11.4K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 68.37% |
$3.29K - $3.35K
|
31
$1.55K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216New |
$10.6K - $10.8K
|
216
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$3.25K - $3.3K
|
66
$3.3K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.6KNew |
$2.59M - $2.63M
|
52.6K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$787 - $800
|
16
$800
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-763- 8.97% |
$37.5K - $38.1K
|
7.75K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43K+ 8.72% |
$2.12M - $2.15M
|
536K
$26.8M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-32.2K- 72.08% |
$1.58M - $1.61M
|
12.5K
$623K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
68.2KNew |
$3.36M - $3.41M
|
68.2K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
49.3KNew |
$2.42M - $2.46M
|
49.3K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 17.49% |
$94.6K - $96.1K
|
12.9K
$646K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$3.15K - $3.2K
|
64
$3.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.65K+ 70.54% |
$278K - $282K
|
13.7K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-39- 0.84% |
$1.92K - $1.95K
|
4.62K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-6.56K- 61.92% |
$322K - $328K
|
4.03K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.11K- 18.41% |
$54.7K - $55.6K
|
4.93K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-9.67K- 43.11% |
$475K - $483K
|
12.8K
$638K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-812- 14.69% |
$39.9K - $40.6K
|
4.72K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.14KNew |
$449K - $457K
|
9.14K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.88K+ 12.65% |
$338K - $344K
|
61.2K
$3.06M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-115K- 89.24% |
$5.63M - $5.72M
|
13.8K
$690K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 3.31% |
$387 - $408
|
250
$12.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115New |
$5.56K - $5.87K
|
115
$5.75K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
617New |
$29.8K - $31.5K
|
617
$30.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
147KNew |
$7.13M - $7.53M
|
147K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.33KNew |
$306K - $323K
|
6.33K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.7KNew |
$276K - $291K
|
5.7K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-109Closed |
$5.27K - $5.56K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47New |
$2.27K - $2.4K
|
47
$2.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-45- 50.0% |
$2.18K - $2.3K
|
45
$2.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.18K+ 3.71% |
$57K - $60.2K
|
33K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
239New |
$11.6K - $12.2K
|
239
$12K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
28K+ 7.83% |
$1.36M - $1.43M
|
386K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-65- 1.56% |
$3.14K - $3.32K
|
4.1K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 3.16% |
$145 - $153
|
98
$4.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-151- 1.46% |
$7.3K - $7.71K
|
10.2K
$508K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
67New |
$3.24K - $3.42K
|
67
$3.35K
|
|