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 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10KClosed |
$551K - $561K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 18.02% |
$751K - $765K
|
62.1K
$3.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.3KClosed |
$789K - $803K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-14.8K- 7.63% |
$815K - $829K
|
179K
$8.96M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.9KClosed |
$820K - $834K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15KClosed |
$826K - $841K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.3KClosed |
$842K - $858K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 11.38% |
$853K - $868K
|
121K
$6.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 19.31% |
$949K - $966K
|
72K
$3.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.1K- 68.42% |
$998K - $1.02M
|
8.37K
$419K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.2KClosed |
$1.16M - $1.19M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-21.5K- 98.66% |
$1.18M - $1.21M
|
292
$14.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-25.3K- 5.91% |
$1.39M - $1.42M
|
403K
$20.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-25.6KClosed |
$1.41M - $1.44M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26.3K- 18.0% |
$1.44M - $1.47M
|
120K
$5.98M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.6K- 2.24% |
$1.57M - $1.6M
|
1.24M
$62.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-45.9K- 19.12% |
$2.52M - $2.57M
|
194K
$9.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.5K- 31.32% |
$2.67M - $2.72M
|
106K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-65.4K- 48.04% |
$3.6M - $3.66M
|
70.7K
$3.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80.3K- 36.19% |
$4.42M - $4.5M
|
142K
$7.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-92.3K- 15.82% |
$5.08M - $5.17M
|
491K
$24.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-93.1K- 94.27% |
$5.12M - $5.22M
|
5.66K
$283K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-118KClosed |
$6.5M - $6.62M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-141K- 79.66% |
$7.76M - $7.9M
|
36K
$1.8M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-297K- 84.87% |
$16.3M - $16.6M
|
52.9K
$2.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-893K- 6.94% |
$49.1M - $50M
|
12M
$598M
|