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 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.28K- 22.26% |
$112K - $114K
|
7.98K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.29K- 86.67% |
$113K - $114K
|
352
$17.7K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.36K- 5.73% |
$116K - $118K
|
38.9K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.59K- 25.6% |
$127K - $129K
|
7.53K
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.77K- 9.11% |
$136K - $138K
|
27.6K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.81K- 5.33% |
$138K - $140K
|
49.9K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.81K- 3.96% |
$138K - $141K
|
68.2K
$3.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.48K- 13.14% |
$171K - $174K
|
23K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.08K- 20.31% |
$201K - $204K
|
16K
$806K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.2K- 35.09% |
$206K - $210K
|
7.76K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.2K- 13.98% |
$207K - $210K
|
25.9K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.33K- 38.07% |
$213K - $216K
|
7.04K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.71K- 3.1% |
$232K - $235K
|
147K
$7.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.91K- 9.54% |
$241K - $245K
|
46.5K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.3K- 18.22% |
$261K - $265K
|
23.8K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.3K- 70.6% |
$261K - $265K
|
2.21K
$111K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.98K- 19.46% |
$294K - $299K
|
24.8K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-6.56K- 61.92% |
$322K - $328K
|
4.03K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.68K- 4.71% |
$328K - $334K
|
135K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 57.22% |
$350K - $355K
|
5.32K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.41K- 72.83% |
$414K - $420K
|
3.14K
$158K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.42K- 14.06% |
$414K - $421K
|
51.5K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-8.69K- 8.08% |
$427K - $434K
|
98.8K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.08K- 4.94% |
$447K - $454K
|
175K
$8.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-9.67K- 43.11% |
$475K - $483K
|
12.8K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.68K- 29.03% |
$476K - $484K
|
23.7K
$1.19M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.82K- 0.55% |
$483K - $491K
|
1.79M
$90.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 4.17% |
$521K - $529K
|
243K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-12.2K- 48.36% |
$601K - $611K
|
13.1K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-12.4K- 47.12% |
$611K - $621K
|
13.9K
$702K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 8.01% |
$687K - $699K
|
161K
$8.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-16K- 53.13% |
$788K - $801K
|
14.1K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.1K- 99.67% |
$791K - $804K
|
54
$2.72K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-22.8K- 23.96% |
$1.12M - $1.14M
|
72.4K
$3.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23.1K- 5.29% |
$1.13M - $1.15M
|
412K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 53.13% |
$1.23M - $1.25M
|
22K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-25K- 61.91% |
$1.23M - $1.25M
|
15.4K
$773K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27.8K- 36.34% |
$1.36M - $1.39M
|
48.6K
$2.45M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-30.6K- 9.65% |
$1.51M - $1.53M
|
287K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-32.2K- 72.08% |
$1.58M - $1.61M
|
12.5K
$627K
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-44.4K- 58.88% |
$2.19M - $2.22M
|
31K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.3K- 67.96% |
$2.42M - $2.46M
|
23.2K
$1.17M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.2K- 16.08% |
$3.11M - $3.16M
|
330K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.2K- 13.45% |
$3.21M - $3.26M
|
420K
$21.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.2K- 13.45% |
$3.21M - $3.26M
|
420K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-108K- 49.58% |
$5.31M - $5.39M
|
110K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 28.9% |
$5.41M - $5.5M
|
271K
$13.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-115K- 89.24% |
$5.63M - $5.72M
|
13.8K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-143K- 14.84% |
$7.02M - $7.13M
|
819K
$41.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-257K- 83.3% |
$12.6M - $12.8M
|
51.5K
$2.59M
|