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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
764+ 16.85% |
$37.1K - $37.8K
|
5.3K
$265K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
748+ 0.55% |
$36.3K - $37K
|
138K
$6.9M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
734+ 17.39% |
$35.7K - $36.3K
|
4.96K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
679+ 3.93% |
$33K - $33.6K
|
17.9K
$897K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
628+ 7.51% |
$30.5K - $31.1K
|
8.99K
$450K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
608New |
$29.5K - $30.1K
|
608
$30.4K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
565+ 4.24% |
$27.5K - $28K
|
13.9K
$695K
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
550+ 0.38% |
$26.7K - $27.2K
|
147K
$7.36M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
550+ 3.41% |
$26.7K - $27.2K
|
16.7K
$835K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
547+ 8.78% |
$26.6K - $27.1K
|
6.78K
$339K
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
533+ 8.22% |
$25.9K - $26.4K
|
7.02K
$351K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
528+ 5.36% |
$25.7K - $26.1K
|
10.4K
$519K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
525+ 0.78% |
$25.5K - $26K
|
68K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
503New |
$24.4K - $24.9K
|
503
$25.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$24.3K - $24.7K
|
500
$25K
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
397+ 1.32% |
$19.3K - $19.6K
|
30.4K
$1.52M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
352+ 4.19% |
$17.1K - $17.4K
|
8.74K
$437K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
299+ 3.61% |
$14.5K - $14.8K
|
8.58K
$429K
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
283+ 2.82% |
$13.8K - $14K
|
10.3K
$516K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
259+ 34.72% |
$12.6K - $12.8K
|
1.01K
$50.3K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$12.2K - $12.5K
|
252
$12.6K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
250+ 2.49% |
$12.1K - $12.4K
|
10.3K
$516K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
236+ 4.68% |
$11.5K - $11.7K
|
5.27K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
235+ 2.91% |
$11.4K - $11.6K
|
8.31K
$416K
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
211+ 0.26% |
$10.3K - $10.4K
|
81.9K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
210+ 2.88% |
$10.2K - $10.4K
|
7.5K
$375K
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
202+ 1.02% |
$9.82K - $9.99K
|
19.9K
$996K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
185+ 3.47% |
$8.99K - $9.15K
|
5.52K
$276K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
174+ 1.9% |
$8.45K - $8.61K
|
9.32K
$466K
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
163New |
$7.92K - $8.07K
|
163
$8.15K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
149+ 6.85% |
$7.24K - $7.37K
|
2.32K
$116K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
135+ 0.48% |
$6.56K - $6.68K
|
28.2K
$1.41M
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
126+ 0.23% |
$6.12K - $6.23K
|
54.9K
$2.74M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
108+ 2.21% |
$5.25K - $5.34K
|
4.99K
$249K
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
96+ 1.17% |
$4.66K - $4.75K
|
8.3K
$415K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
78+ 0.76% |
$3.79K - $3.86K
|
10.4K
$519K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 5.24% |
$2.96K - $3.02K
|
1.23K
$61.3K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
57+ 0.52% |
$2.77K - $2.82K
|
11.1K
$555K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
53+ 2.6% |
$2.58K - $2.62K
|
2.1K
$105K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
45+ 100.0% |
$2.19K - $2.23K
|
90
$4.5K
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
43+ 0.02% |
$2.09K - $2.13K
|
180K
$9.02M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 2.8% |
$1.21K - $1.24K
|
918
$45.9K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23+ 0.06% |
$1.12K - $1.14K
|
41.8K
$2.09M
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
19+ 0.41% |
$923 - $940
|
4.63K
$232K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$777 - $792
|
16
$800
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.69% |
$777 - $792
|
960
$48K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 325.0% |
$632 - $643
|
17
$850
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.19% |
$583 - $594
|
6.48K
$324K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
5+ 3.33% |
$243 - $247
|
155
$7.75K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3+ 0.06% |
$146 - $148
|
4.66K
$233K
|