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 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.62K+ 289.78% |
$78.6K - $79.8K
|
2.18K
$113K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.54K+ 12.06% |
$74.9K - $76K
|
14.3K
$741K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.53K+ 5.69% |
$74.6K - $75.7K
|
28.5K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1.46K+ 3.53% |
$70.9K - $71.9K
|
42.7K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 12.15% |
$70.2K - $71.2K
|
13.3K
$690K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.42K+ 18.41% |
$69.1K - $70.1K
|
9.14K
$474K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.42K+ 59.45% |
$69K - $70K
|
3.81K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.39K+ 5.35% |
$67.7K - $68.8K
|
27.4K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.39K+ 1.34% |
$67.5K - $68.6K
|
105K
$5.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.14K+ 2.85% |
$55.4K - $56.2K
|
41.1K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1.13K+ 4.49% |
$55.1K - $55.9K
|
26.4K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
986+ 1.78% |
$47.9K - $48.7K
|
56.5K
$2.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
929+ 154.06% |
$45.2K - $45.9K
|
1.53K
$79.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
926+ 0.69% |
$45K - $45.7K
|
135K
$6.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
852+ 14.98% |
$41.4K - $42.1K
|
6.54K
$339K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
844+ 1.52% |
$41K - $41.7K
|
56.3K
$2.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
807+ 12.26% |
$39.2K - $39.8K
|
7.39K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
748+ 3.37% |
$36.4K - $36.9K
|
23K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
666+ 11.97% |
$32.4K - $32.9K
|
6.23K
$323K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
630+ 5.28% |
$30.6K - $31.1K
|
12.6K
$651K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
623+ 1.4% |
$30.3K - $30.8K
|
45.1K
$2.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
568+ 4.09% |
$27.6K - $28K
|
14.5K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
557+ 8.96% |
$27.1K - $27.5K
|
6.78K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
435+ 4.62% |
$21.2K - $21.5K
|
9.86K
$511K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
429+ 1.97% |
$20.9K - $21.2K
|
22.2K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
395+ 1.15% |
$19.2K - $19.5K
|
34.8K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
385+ 1.4% |
$18.7K - $19K
|
27.9K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
383+ 10.3% |
$18.6K - $18.9K
|
4.1K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
364+ 4.72% |
$17.7K - $18K
|
8.08K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
356+ 6.58% |
$17.3K - $17.6K
|
5.77K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
346+ 3.56% |
$16.8K - $17.1K
|
10.1K
$521K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
338New |
$16.4K - $16.7K
|
338
$17.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
300+ 100.0% |
$14.6K - $14.8K
|
600
$31.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
292+ 634.78% |
$14.2K - $14.4K
|
338
$17.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
255+ 1.88% |
$12.4K - $12.6K
|
13.8K
$716K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
243+ 3.19% |
$11.8K - $12K
|
7.85K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
241+ 5.18% |
$11.7K - $11.9K
|
4.9K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
238+ 5.82% |
$11.6K - $11.7K
|
4.33K
$224K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
164+ 1.03% |
$7.98K - $8.1K
|
16.1K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
153+ 3.8% |
$7.44K - $7.55K
|
4.18K
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
150New |
$7.29K - $7.4K
|
150
$7.77K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
141+ 1.18% |
$6.86K - $6.96K
|
12K
$624K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 270.83% |
$6.32K - $6.42K
|
178
$9.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
97New |
$4.72K - $4.79K
|
97
$5.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
95+ 1.32% |
$4.62K - $4.69K
|
7.29K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
90New |
$4.38K - $4.44K
|
90
$4.66K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
86+ 0.2% |
$4.18K - $4.24K
|
44K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
58+ 0.9% |
$2.82K - $2.86K
|
6.48K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47New |
$2.29K - $2.32K
|
47
$2.43K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
42+ 0.4% |
$2.04K - $2.07K
|
10.4K
$540K
|