Purchases and Sales Made in Q3 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.7K+ 13.93% |
$369K - $375K
|
54.8K
$2.74M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68K+ 4.4% |
$367K - $374K
|
159K
$7.93M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.62K+ 2.88% |
$364K - $371K
|
236K
$11.8M
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.54K+ 2.47% |
$360K - $366K
|
271K
$13.5M
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.44K+ 26.68% |
$354K - $361K
|
30.6K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.56KNew |
$306K - $312K
|
5.56K
$278K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.36KNew |
$295K - $300K
|
5.36K
$268K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.08K+ 113.66% |
$280K - $285K
|
9.56K
$478K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86KNew |
$267K - $272K
|
4.86K
$243K
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.58KNew |
$252K - $257K
|
4.58K
$229K
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 43.0% |
$250K - $255K
|
15.1K
$757K
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.22K+ 8.77% |
$232K - $237K
|
52.4K
$2.62M
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.92K+ 7.49% |
$216K - $220K
|
56.3K
$2.82M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.85K+ 2.42% |
$212K - $216K
|
163K
$8.14M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.83K+ 4.25% |
$211K - $215K
|
94.1K
$4.71M
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.64K+ 33.83% |
$200K - $204K
|
14.4K
$721K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 14.33% |
$200K - $204K
|
29K
$1.45M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.42K+ 32.31% |
$188K - $192K
|
14K
$701K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3.28K+ 15.34% |
$181K - $184K
|
24.7K
$1.23M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.27K+ 3.63% |
$180K - $183K
|
93.3K
$4.66M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.14K+ 21.4% |
$173K - $176K
|
17.8K
$891K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.11K+ 64.73% |
$171K - $174K
|
7.91K
$395K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.88K+ 6.01% |
$159K - $162K
|
50.9K
$2.55M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.82K+ 9.06% |
$155K - $158K
|
33.9K
$1.69M
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
2.78K+ 15.34% |
$153K - $156K
|
20.9K
$1.05M
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2.74K+ 55.77% |
$150K - $153K
|
7.64K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.7K+ 0.82% |
$149K - $151K
|
332K
$16.6M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.64K+ 45.75% |
$145K - $148K
|
8.39K
$420K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 21.61% |
$143K - $145K
|
14.6K
$729K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 5.24% |
$126K - $128K
|
45.9K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.98K+ 26.14% |
$109K - $111K
|
9.54K
$477K
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 2.53% |
$108K - $109K
|
79.1K
$3.96M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.84K+ 9.49% |
$101K - $103K
|
21.3K
$1.06M
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.76K+ 10.1% |
$97.1K - $98.8K
|
19.2K
$962K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.58K+ 14.88% |
$87K - $88.6K
|
12.2K
$610K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.52K+ 3.09% |
$83.5K - $85K
|
50.6K
$2.53M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.52K+ 3.09% |
$83.5K - $85K
|
50.6K
$2.53M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5K+ 7.27% |
$82.3K - $83.7K
|
22.1K
$1.1M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.48K+ 6.33% |
$81.5K - $83K
|
24.9K
$1.25M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 33.93% |
$76K - $77.4K
|
5.46K
$273K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23K+ 0.51% |
$67.7K - $68.9K
|
243K
$12.2M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 215.6% |
$64.6K - $65.8K
|
1.72K
$86K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.12K+ 4.64% |
$61.7K - $62.8K
|
25.3K
$1.27M
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.09K+ 11.67% |
$59.9K - $61K
|
10.4K
$521K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
990+ 2.03% |
$54.5K - $55.4K
|
49.9K
$2.49M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
889+ 15.17% |
$48.9K - $49.8K
|
6.75K
$338K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
853+ 14.0% |
$46.9K - $47.8K
|
6.94K
$347K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 5.06% |
$46.5K - $47.4K
|
17.6K
$878K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
797+ 8.12% |
$43.9K - $44.6K
|
10.6K
$531K
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
785+ 11.49% |
$43.2K - $44K
|
7.62K
$381K
|