Purchases and Sales Made in Q1 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE INTL AGGREGATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
734+ 1.64% |
$36.1K - $36.7K
|
45.4K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
710+ 2.03% |
$34.9K - $35.5K
|
35.7K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
672+ 11.9% |
$33K - $33.6K
|
6.32K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
653+ 6.13% |
$32.1K - $32.6K
|
11.3K
$569K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
607+ 2.02% |
$29.8K - $30.3K
|
30.6K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
596+ 4.79% |
$29.3K - $29.8K
|
13K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
595+ 7.64% |
$29.3K - $29.7K
|
8.38K
$422K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
544+ 14.69% |
$26.7K - $27.2K
|
4.25K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
543+ 1.8% |
$26.7K - $27.1K
|
30.6K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
469+ 46900.0% |
$23.1K - $23.4K
|
470
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
445+ 5.71% |
$21.9K - $22.2K
|
8.23K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
416+ 1.1% |
$20.5K - $20.8K
|
38.4K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
378+ 3.17% |
$18.6K - $18.9K
|
12.3K
$620K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
331+ 0.73% |
$16.3K - $16.5K
|
46K
$2.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
328+ 3.89% |
$16.1K - $16.4K
|
8.76K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
298+ 0.91% |
$14.7K - $14.9K
|
33.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
277+ 6.06% |
$13.6K - $13.8K
|
4.85K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
272New |
$13.4K - $13.6K
|
272
$13.7K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
265+ 6.22% |
$13K - $13.2K
|
4.52K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
233+ 1.0% |
$11.5K - $11.6K
|
23.5K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
220+ 0.53% |
$10.8K - $11K
|
41.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
216New |
$10.6K - $10.8K
|
216
$10.9K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
214+ 0.31% |
$10.5K - $10.7K
|
68.2K
$3.43M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
213+ 2.83% |
$10.5K - $10.6K
|
7.74K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
172+ 1.73% |
$8.46K - $8.59K
|
10.1K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
163+ 3.71% |
$8.01K - $8.15K
|
4.56K
$229K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
154New |
$7.57K - $7.7K
|
154
$7.75K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
145+ 1.05% |
$7.13K - $7.25K
|
14K
$705K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
134+ 4.88% |
$6.59K - $6.7K
|
2.88K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
134New |
$6.59K - $6.7K
|
134
$6.75K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
113+ 14.43% |
$5.56K - $5.65K
|
896
$45.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
108+ 2.18% |
$5.31K - $5.4K
|
5.07K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
103+ 1.36% |
$5.06K - $5.15K
|
7.67K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
87+ 8.76% |
$4.28K - $4.35K
|
1.08K
$54.4K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
81+ 1.9% |
$3.98K - $4.05K
|
4.34K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$3.25K - $3.3K
|
66
$3.32K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$3.15K - $3.2K
|
64
$3.22K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
42+ 0.22% |
$2.07K - $2.1K
|
19.5K
$979K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 0.52% |
$1.97K - $2K
|
7.74K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$1.28K - $1.3K
|
26
$1.31K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$787 - $800
|
16
$805
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$688 - $700
|
14
$705
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.0% |
$393 - $400
|
540K
$27.2M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$393 - $400
|
8
$403
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.14% |
$393 - $400
|
5.71K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5+ 0.02% |
$246 - $250
|
23.7K
$1.19M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.08% |
$49.2 - $50
|
1.25K
$62.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.11% |
$49.2 - $50
|
914
$46K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2Closed |
$98.3 - $99.9
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.56% |
$344 - $350
|
1.24K
$62.3K
|