Latest Institutional Purchases of Ishares Tr Core Intl Aggregate (IAGG)
This list provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.88K+ 12.65% |
$338K - $344K
|
61.2K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.65K+ 70.54% |
$278K - $282K
|
13.7K
$699K
|
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 61.88% |
$214K - $218K
|
11.4K
$583K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17KNew |
$205K - $208K
|
4.17K
$213K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
806New |
$39.6K - $40.3K
|
806
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
134New |
$6.59K - $6.7K
|
134
$6.85K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$3.25K - $3.3K
|
66
$3.37K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$3.15K - $3.2K
|
64
$3.27K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$787 - $800
|
16
$818
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.08% |
$49.2 - $50
|
1.25K
$63.9K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
147KNew |
$7.13M - $7.53M
|
147K
$7.54M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
28K+ 7.83% |
$1.36M - $1.43M
|
386K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.33KNew |
$306K - $323K
|
6.33K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.18K+ 3.71% |
$57K - $60.2K
|
33K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
322New |
$15.6K - $16.4K
|
322
$16.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
239New |
$11.6K - $12.2K
|
239
$12.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115New |
$5.56K - $5.87K
|
115
$5.88K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
67New |
$3.24K - $3.42K
|
67
$3.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 3.16% |
$145 - $153
|
98
$5.01K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$145 - $153
|
3
$153
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
48.1KNew |
$2.34M - $2.38M
|
48.1K
$2.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
45.8KNew |
$2.23M - $2.27M
|
45.8K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.39KNew |
$67.3K - $68.5K
|
1.39K
$70.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
503New |
$24.4K - $24.9K
|
503
$25.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$12.2K - $12.5K
|
252
$12.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
235+ 2.91% |
$11.4K - $11.6K
|
8.31K
$425K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
163New |
$7.92K - $8.07K
|
163
$8.33K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
57+ 0.52% |
$2.77K - $2.82K
|
11.1K
$567K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$777 - $792
|
16
$818
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.2KNew |
$1.76M - $1.79M
|
36.2K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.4K+ 11.89% |
$749K - $760K
|
145K
$7.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.74KNew |
$279K - $283K
|
5.74K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.3KNew |
$258K - $262K
|
5.3K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$244K - $247K
|
5.01K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.49K+ 44.31% |
$121K - $123K
|
8.09K
$414K
|
|
|
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
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 49.85% |
$110K - $112K
|
6.8K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.2KNew |
$107K - $109K
|
2.2K
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
97New |
$4.72K - $4.79K
|
97
$4.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
39New |
$1.9K - $1.93K
|
39
$1.99K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.14KNew |
$437K - $449K
|
9.14K
$468K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.66K+ 102.23% |
$413K - $425K
|
17.1K
$876K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.02K+ 8021.0% |
$383K - $394K
|
8.12K
$415K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.15KNew |
$198K - $204K
|
4.15K
$212K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$16.9K - $17.4K
|
355
$18.2K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
112New |
$5.35K - $5.5K
|
112
$5.73K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.77K - $4.91K
|
100
$5.11K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$4.3K - $4.42K
|
90
$4.6K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|