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 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$97.2 - $99
|
2
$100
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-18- 0.15% |
$875 - $891
|
12K
$602K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-30- 0.09% |
$1.46K - $1.48K
|
33K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 1.14% |
$2.43K - $2.47K
|
4.33K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-50- 44.64% |
$2.43K - $2.47K
|
62
$3.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-64- 3.71% |
$3.11K - $3.17K
|
1.66K
$83K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-68- 1.63% |
$3.3K - $3.36K
|
4.12K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-71- 88.75% |
$3.45K - $3.51K
|
9
$450
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-86- 0.6% |
$4.18K - $4.26K
|
14.2K
$711K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-91- 1.63% |
$4.42K - $4.5K
|
5.49K
$275K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-100- 3.59% |
$4.86K - $4.95K
|
2.68K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-107- 0.29% |
$5.2K - $5.29K
|
36.5K
$1.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-130- 0.82% |
$6.32K - $6.43K
|
15.8K
$789K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-130- 73.03% |
$6.32K - $6.43K
|
48
$2.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-134- 0.79% |
$6.51K - $6.63K
|
16.8K
$840K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-139- 6.11% |
$6.75K - $6.88K
|
2.14K
$107K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.58% |
$7.29K - $7.42K
|
25.7K
$1.29M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-152- 0.71% |
$7.39K - $7.52K
|
21.4K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 3.0% |
$8.75K - $8.91K
|
5.83K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-181- 8.69% |
$8.79K - $8.96K
|
1.9K
$95.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-193- 0.39% |
$9.38K - $9.55K
|
49.1K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-220- 3.36% |
$10.7K - $10.9K
|
6.32K
$316K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-283- 6.23% |
$13.8K - $14K
|
4.26K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-283- 9.7% |
$13.8K - $14K
|
2.64K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-292- 86.39% |
$14.2K - $14.4K
|
46
$2.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-292- 86.39% |
$14.2K - $14.4K
|
46
$2.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-300- 2.51% |
$14.6K - $14.8K
|
11.7K
$584K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-301- 0.9% |
$14.6K - $14.9K
|
33.2K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-363- 3.1% |
$17.6K - $18K
|
11.3K
$567K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-368- 0.19% |
$17.9K - $18.2K
|
195K
$9.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-387- 0.11% |
$18.8K - $19.1K
|
342K
$17.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-467- 2.8% |
$22.7K - $23.1K
|
16.2K
$810K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-523- 1.57% |
$25.4K - $25.9K
|
32.8K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-528- 2.13% |
$25.7K - $26.1K
|
24.2K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-533- 3.51% |
$25.9K - $26.4K
|
14.7K
$733K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-545- 8.04% |
$26.5K - $27K
|
6.23K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-577- 1.83% |
$28K - $28.5K
|
30.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-651- 1.14% |
$31.6K - $32.2K
|
56.4K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-655- 8.34% |
$31.8K - $32.4K
|
7.2K
$360K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-669- 1.57% |
$32.5K - $33.1K
|
42K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-729- 23.49% |
$35.4K - $36.1K
|
2.38K
$119K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-729- 3.07% |
$35.4K - $36.1K
|
23.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-779- 1.38% |
$37.9K - $38.5K
|
55.5K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-780- 50.91% |
$37.9K - $38.6K
|
752
$37.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-785- 1.84% |
$38.1K - $38.8K
|
41.9K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-870- 1.33% |
$42.3K - $43K
|
64.7K
$3.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-998- 9.37% |
$48.5K - $49.4K
|
9.65K
$483K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.04K- 4.21% |
$50.5K - $51.5K
|
23.7K
$1.18M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.06K- 2.25% |
$51.4K - $52.3K
|
45.8K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.11K- 10.62% |
$53.7K - $54.7K
|
9.31K
$466K
|