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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.8K+ 158.72% |
$476K - $485K
|
16K
$799K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.94K+ 2.05% |
$434K - $442K
|
445K
$22.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.52K+ 13.78% |
$414K - $422K
|
70.4K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.28KNew |
$402K - $410K
|
8.28K
$414K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.1K+ 8.07% |
$394K - $401K
|
109K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
7.81K+ 10.23% |
$380K - $387K
|
84.2K
$4.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
7.65K+ 47.01% |
$372K - $378K
|
23.9K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.83K+ 57.71% |
$332K - $338K
|
18.7K
$933K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
6.36K+ 29.75% |
$309K - $315K
|
27.7K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.28K+ 21.57% |
$305K - $311K
|
35.4K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.14K+ 3.92% |
$298K - $304K
|
163K
$8.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.79KNew |
$281K - $286K
|
5.79K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.63KNew |
$273K - $278K
|
5.63K
$281K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5.56K+ 36.82% |
$270K - $275K
|
20.7K
$1.03M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.03K+ 4.8% |
$245K - $249K
|
110K
$5.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55KNew |
$221K - $225K
|
4.55K
$227K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
4.3K+ 3.98% |
$209K - $213K
|
112K
$5.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.28K+ 57.71% |
$208K - $212K
|
11.7K
$585K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.26KNew |
$207K - $211K
|
4.26K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.17KNew |
$202K - $206K
|
4.17K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.78K+ 35.29% |
$184K - $187K
|
14.5K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.71K+ 13.29% |
$180K - $184K
|
31.6K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52K+ 9.76% |
$171K - $174K
|
39.6K
$1.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.73KNew |
$133K - $135K
|
2.73K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.71K+ 19.59% |
$132K - $134K
|
16.5K
$827K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.71K+ 11.26% |
$132K - $134K
|
26.7K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$125K - $127K
|
2.57K
$128K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.53K+ 55.82% |
$123K - $125K
|
7.07K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.4K+ 7.77% |
$117K - $119K
|
33.3K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.19KNew |
$106K - $108K
|
2.19K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 1.16% |
$83.7K - $85.3K
|
151K
$7.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 2.18% |
$77.8K - $79.3K
|
75K
$3.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.59K+ 5.79% |
$77.2K - $78.6K
|
29K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 24.83% |
$72.5K - $73.8K
|
7.5K
$375K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.47K+ 1.37% |
$71.5K - $72.8K
|
109K
$5.45M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.44K+ 0.16% |
$70K - $71.3K
|
896K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 1.38% |
$69.6K - $70.9K
|
105K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.39KNew |
$67.3K - $68.5K
|
1.39K
$69.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.36K+ 2.81% |
$66K - $67.2K
|
49.7K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.26K+ 5.47% |
$61.1K - $62.2K
|
24.2K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 8.65% |
$55K - $56K
|
14.2K
$710K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.12K+ 3.22% |
$54.4K - $55.4K
|
35.9K
$1.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.1K+ 0.27% |
$53.4K - $54.4K
|
413K
$20.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.06K+ 14.37% |
$51.6K - $52.5K
|
8.45K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.01K+ 9.31% |
$49.2K - $50.1K
|
11.9K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
940+ 2.55% |
$45.7K - $46.5K
|
37.8K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
923+ 21.33% |
$44.8K - $45.7K
|
5.25K
$263K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
894+ 2.03% |
$43.4K - $44.2K
|
44.9K
$2.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
785+ 2.98% |
$38.1K - $38.8K
|
27.2K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
775+ 6.17% |
$37.7K - $38.3K
|
13.3K
$667K
|