Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-586- 11.22% |
$28.5K - $28.9K
|
4.64K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-83- 0.74% |
$4.04K - $4.1K
|
11.2K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.48% |
$973 - $987
|
4.12K
$206K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-57.7K- 17.08% |
$2.75M - $2.83M
|
280K
$14M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.75K- 2.15% |
$418K - $429K
|
398K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 19.96% |
$72.5K - $74.5K
|
6.09K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-176- 8.4% |
$8.4K - $8.64K
|
1.92K
$96K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-176- 7.77% |
$8.4K - $8.64K
|
2.09K
$104K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46- 53.49% |
$2.2K - $2.26K
|
40
$2K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.29K - $1.33K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-17- 15.32% |
$812 - $834
|
94
$4.7K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-73.5K- 91.93% |
$3.49M - $3.69M
|
6.45K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.4K- 78.41% |
$781K - $824K
|
4.52K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.88K- 13.14% |
$279K - $295K
|
38.8K
$1.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.7K- 43.19% |
$176K - $185K
|
4.86K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.05K- 2.04% |
$145K - $153K
|
146K
$7.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-653- 1.32% |
$31.1K - $32.8K
|
48.8K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-553- 15.65% |
$26.3K - $27.7K
|
2.98K
$149K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-338- 6.62% |
$16.1K - $17K
|
4.76K
$238K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.21% |
$9.51K - $10K
|
4.55K
$228K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-70- 7.68% |
$3.33K - $3.51K
|
841
$42.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-59- 1.06% |
$2.81K - $2.96K
|
5.49K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-56- 6.5% |
$2.66K - $2.81K
|
806
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.91% |
$238 - $251
|
546
$27.3K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.1K- 85.75% |
$868K - $934K
|
3.01K
$150K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 27.17% |
$97.5K - $105K
|
5.45K
$272K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.43K- 20.62% |
$68.8K - $73.9K
|
5.52K
$276K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 19.65% |
$48.7K - $52.3K
|
4.15K
$207K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-988- 40.63% |
$47.4K - $51K
|
1.44K
$72.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-628- 12.93% |
$30.1K - $32.4K
|
4.23K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-267- 5.31% |
$12.8K - $13.8K
|
4.76K
$238K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201K- 92.92% |
$9.84M - $10.5M
|
15.4K
$768K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-165KClosed |
$8.08M - $8.65M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-42.2KClosed |
$2.06M - $2.2M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-38.5KClosed |
$1.88M - $2.01M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-16KClosed |
$783K - $838K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-13.5K- 26.71% |
$662K - $708K
|
37.2K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$659K - $705K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$565K - $605K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$555K - $594K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-6.7KClosed |
$327K - $350K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.65KClosed |
$325K - $348K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35KClosed |
$212K - $227K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.24KClosed |
$207K - $222K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.07KClosed |
$199K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.98KClosed |
$194K - $208K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.56K- 11.22% |
$174K - $186K
|
28.1K
$1.41M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.82KClosed |
$138K - $147K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 40.12% |
$106K - $113K
|
3.23K
$162K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-1.53K- 21.82% |
$74.7K - $79.9K
|
5.48K
$274K
|
|