Purchases and Sales Made in Q3 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.31M+ 2355.72% |
$258M - $263M
|
5.54M
$277M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 42.6% |
$80M - $81.4M
|
5.51M
$275M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
990KNew |
$48.1M - $49M
|
990K
$49.5M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
402KNew |
$19.6M - $19.9M
|
402K
$20.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
232K+ 5668.26% |
$11.3M - $11.5M
|
236K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141K+ 1.25% |
$6.87M - $6.99M
|
11.4M
$572M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
139K+ 42.33% |
$6.75M - $6.88M
|
467K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
103K+ 2.42% |
$5.02M - $5.11M
|
4.38M
$219M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
89.8K+ 897.23% |
$4.36M - $4.44M
|
99.8K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
87.3KNew |
$4.24M - $4.32M
|
87.3K
$4.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.9K+ 7.39% |
$4.13M - $4.2M
|
1.23M
$61.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
77.1K+ 6.13% |
$3.75M - $3.82M
|
1.34M
$66.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
69.5K+ 4.2% |
$3.38M - $3.44M
|
1.73M
$86.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
64.3K+ 23.21% |
$3.12M - $3.18M
|
341K
$17.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56.9K+ 316.21% |
$2.77M - $2.82M
|
74.9K
$3.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Matson Money. Inc.
|
BUY
|
- |
56.1K+ 0.66% |
$2.73M - $2.78M
|
8.56M
$428M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
48.1KNew |
$2.34M - $2.38M
|
48.1K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.4K+ 28.54% |
$2.3M - $2.35M
|
214K
$10.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
45.8KNew |
$2.23M - $2.27M
|
45.8K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
38.3K+ 9.16% |
$1.86M - $1.89M
|
456K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37.6K+ 8.88% |
$1.82M - $1.86M
|
460K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
36.4KNew |
$1.77M - $1.8M
|
36.4K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
34.7K+ 10.72% |
$1.68M - $1.71M
|
358K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
32.4K+ 10.09% |
$1.57M - $1.6M
|
353K
$17.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
32.3K+ 248.5% |
$1.57M - $1.6M
|
45.3K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 5.32% |
$1.57M - $1.6M
|
639K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.9KNew |
$1.5M - $1.53M
|
30.9K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
30.3K+ 53.71% |
$1.47M - $1.5M
|
86.8K
$4.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30.3K+ 3.08% |
$1.47M - $1.5M
|
1.01M
$50.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
29.5KNew |
$1.43M - $1.46M
|
29.5K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
25.1K+ 8.64% |
$1.22M - $1.24M
|
316K
$15.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
24.6K+ 6.34% |
$1.2M - $1.22M
|
413K
$20.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
22KNew |
$1.07M - $1.09M
|
22K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21.7K+ 105.87% |
$1.05M - $1.07M
|
42.2K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 310.6% |
$908K - $925K
|
24.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.1KNew |
$879K - $895K
|
18.1K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.7KNew |
$861K - $877K
|
17.7K
$886K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
16.3K+ 23.56% |
$790K - $805K
|
85.3K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 202.13% |
$790K - $804K
|
24.3K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.9K+ 304.66% |
$725K - $738K
|
19.8K
$991K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
BUY
|
- |
14.2K+ 21.52% |
$689K - $701K
|
80.1K
$4M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13.6KNew |
$660K - $672K
|
13.6K
$679K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5K+ 59.97% |
$656K - $668K
|
36K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
13.2K+ 22.34% |
$642K - $653K
|
72.3K
$3.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13K+ 3.13% |
$629K - $641K
|
427K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12.8K+ 26.0% |
$620K - $631K
|
61.8K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.9KNew |
$531K - $541K
|
10.9K
$547K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.15% |
$530K - $540K
|
519K
$25.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.3K+ 3.05% |
$499K - $508K
|
347K
$17.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
10.2K+ 45.78% |
$494K - $503K
|
32.4K
$1.62M
|