Purchases and Sales Made in Q2 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1M+ 39.75% |
$53.4M - $54.2M
|
3.86M
$193M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
540K+ 5.02% |
$26.3M - $26.7M
|
11.3M
$565M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
511K+ 242.84% |
$24.9M - $25.2M
|
722K
$36.1M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
368K+ 1269.51% |
$17.9M - $18.2M
|
397K
$19.9M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
364K+ 189.9% |
$17.7M - $17.9M
|
555K
$27.8M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
306K+ 2159.25% |
$14.9M - $15.1M
|
320K
$16M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
198K+ 19.47% |
$9.62M - $9.77M
|
1.21M
$60.7M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
166KNew |
$8.08M - $8.2M
|
166K
$8.31M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
155K+ 14.03% |
$7.53M - $7.64M
|
1.26M
$63M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 3.45% |
$6.92M - $7.03M
|
4.27M
$214M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
130K+ 34.02% |
$6.3M - $6.39M
|
510K
$25.5M
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
123KNew |
$5.98M - $6.07M
|
123K
$6.15M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.6K+ 19.89% |
$4.02M - $4.08M
|
498K
$24.9M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
75K+ 30.55% |
$3.65M - $3.7M
|
321K
$16M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72.8K+ 21.1% |
$3.54M - $3.59M
|
418K
$20.9M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
71.1KNew |
$3.46M - $3.51M
|
71.1K
$3.56M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67.8K+ 4.27% |
$3.3M - $3.35M
|
1.66M
$82.9M
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
53.5KNew |
$2.6M - $2.64M
|
53.5K
$2.67M
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
49.4K+ 16.89% |
$2.4M - $2.44M
|
342K
$17.1M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 6.71% |
$1.86M - $1.88M
|
607K
$30.4M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
37.3KNew |
$1.81M - $1.84M
|
37.3K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.2KNew |
$1.76M - $1.79M
|
36.2K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32K+ 21.55% |
$1.55M - $1.58M
|
180K
$9.01M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
30.5K+ 97.1% |
$1.48M - $1.5M
|
61.8K
$3.09M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.8K+ 160.45% |
$1.45M - $1.47M
|
48.3K
$2.42M
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
27.6K+ 5.74% |
$1.34M - $1.36M
|
508K
$25.4M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 2.34% |
$1.28M - $1.3M
|
1.15M
$57.4M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24KNew |
$1.17M - $1.19M
|
24K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 11.24% |
$1.16M - $1.18M
|
236K
$11.8M
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.06M
|
21.4K
$1.07M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21K+ 16.43% |
$1.02M - $1.04M
|
149K
$7.46M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.7KNew |
$957K - $972K
|
19.7K
$984K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.3K+ 4.79% |
$939K - $953K
|
423K
$21.1M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18KNew |
$875K - $888K
|
18K
$900K
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
17.4K+ 33.68% |
$846K - $858K
|
69K
$3.45M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.3KNew |
$839K - $852K
|
17.3K
$863K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 4.16% |
$824K - $836K
|
425K
$21.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 2.94% |
$801K - $813K
|
576K
$28.8M
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
16.3KNew |
$791K - $803K
|
16.3K
$813K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.4K+ 11.89% |
$749K - $760K
|
145K
$7.25M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
15K+ 4.02% |
$730K - $741K
|
388K
$19.4M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 15.93% |
$729K - $740K
|
109K
$5.45M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9K+ 60.88% |
$726K - $737K
|
39.5K
$1.97M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.8K+ 4.59% |
$719K - $730K
|
337K
$16.8M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
14K+ 4.53% |
$682K - $692K
|
323K
$16.2M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12KNew |
$582K - $591K
|
12K
$599K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.2KNew |
$544K - $552K
|
11.2K
$559K
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
10.8K+ 32.05% |
$524K - $532K
|
44.4K
$2.22M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.85K+ 1.11% |
$479K - $486K
|
895K
$44.7M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9.49K+ 4.13% |
$461K - $468K
|
239K
$12M
|