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 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-89- 0.31% |
$4.9K - $4.98K
|
28.3K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-92- 0.3% |
$5.06K - $5.15K
|
30.1K
$1.51M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-93- 1.06% |
$5.12K - $5.21K
|
8.72K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97- 70.8% |
$5.34K - $5.43K
|
40
$2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-98- 0.7% |
$5.39K - $5.49K
|
13.9K
$695K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-112- 0.04% |
$6.16K - $6.27K
|
302K
$15.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-116- 60.42% |
$6.38K - $6.5K
|
76
$3.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-121- 0.78% |
$6.66K - $6.78K
|
15.4K
$768K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-125- 83.33% |
$6.88K - $7K
|
25
$1.25K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 4.14% |
$8.8K - $8.96K
|
3.7K
$185K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-172- 43.32% |
$9.46K - $9.63K
|
225
$11.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-189- 2.47% |
$10.4K - $10.6K
|
7.47K
$373K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-225- 59.37% |
$12.4K - $12.6K
|
154
$7.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 4.45% |
$12.9K - $13.1K
|
5.03K
$252K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.09% |
$15.4K - $15.6K
|
5.2K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-361- 2.02% |
$19.9K - $20.2K
|
17.5K
$874K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-365- 7.54% |
$20.1K - $20.4K
|
4.48K
$224K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-433- 0.61% |
$23.8K - $24.3K
|
70.6K
$3.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-464- 0.57% |
$25.5K - $26K
|
81.2K
$4.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-549- 2.83% |
$30.2K - $30.7K
|
18.9K
$944K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-788- 5.18% |
$43.4K - $44.1K
|
14.4K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-881- 18.73% |
$48.5K - $49.3K
|
3.82K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-919- 14.15% |
$50.6K - $51.5K
|
5.58K
$279K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-965- 4.28% |
$53.1K - $54K
|
21.6K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-976- 2.77% |
$53.7K - $54.7K
|
34.2K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-984- 14.09% |
$54.1K - $55.1K
|
6K
$300K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 12.76% |
$55.5K - $56.5K
|
6.89K
$345K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09KClosed |
$60.1K - $61.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.15K- 11.98% |
$63.5K - $64.6K
|
8.48K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.16K- 8.58% |
$63.5K - $64.7K
|
12.3K
$615K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.21K- 3.84% |
$66.6K - $67.8K
|
30.3K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 0.27% |
$71K - $72.3K
|
471K
$23.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 5.3% |
$71.3K - $72.5K
|
23.1K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 0.29% |
$88K - $89.6K
|
547K
$27.4M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 6.46% |
$96.8K - $98.6K
|
25.5K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.87K- 28.74% |
$103K - $105K
|
4.64K
$232K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.87K- 7.05% |
$103K - $105K
|
24.7K
$1.24M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.35K- 4.05% |
$184K - $188K
|
79.4K
$3.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.88KClosed |
$214K - $218K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-4.22KClosed |
$232K - $236K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.22K- 4.88% |
$232K - $236K
|
82.2K
$4.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.67KClosed |
$257K - $261K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-4.75KClosed |
$261K - $266K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.58K- 4.94% |
$307K - $313K
|
107K
$5.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-5.72K- 6.61% |
$315K - $320K
|
80.9K
$4.05M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.92K- 1.77% |
$326K - $332K
|
329K
$16.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.25K- 15.51% |
$344K - $350K
|
34K
$1.7M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.7K- 48.21% |
$368K - $375K
|
7.19K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.96K- 13.3% |
$438K - $446K
|
51.9K
$2.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-8.62K- 36.59% |
$474K - $483K
|
14.9K
$747K
|