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 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 1.06% |
$56.4K - $57.4K
|
108K
$5.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.16K- 0.26% |
$56.5K - $57.5K
|
448K
$22.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 20.33% |
$57K - $58K
|
4.6K
$230K
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-1.17K- 3.63% |
$57K - $58K
|
31.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.18K- 0.37% |
$57.1K - $58.2K
|
317K
$15.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.32K- 0.29% |
$64K - $65.2K
|
456K
$22.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.32K- 6.08% |
$64.2K - $65.4K
|
20.4K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.4K- 50.93% |
$67.8K - $69.1K
|
1.35K
$67.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.49K- 4.79% |
$72.3K - $73.6K
|
29.6K
$1.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.49K- 5.24% |
$72.5K - $73.8K
|
27K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.52K- 3.44% |
$73.9K - $75.2K
|
42.6K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.66K- 4.21% |
$80.7K - $82.1K
|
37.8K
$1.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.86K- 13.55% |
$90.3K - $92K
|
11.9K
$593K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.89K- 4.19% |
$91.7K - $93.4K
|
43.2K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 1.32% |
$92.8K - $94.5K
|
142K
$7.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.07K- 9.29% |
$100K - $102K
|
20.2K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.18K- 5.27% |
$106K - $108K
|
39.2K
$1.96M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2.2K- 23.52% |
$107K - $109K
|
7.14K
$357K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.56K- 22.88% |
$124K - $127K
|
8.62K
$431K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.12K- 21.57% |
$152K - $154K
|
11.3K
$567K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.8K- 1.76% |
$184K - $188K
|
212K
$10.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.09K- 3.03% |
$199K - $202K
|
131K
$6.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.39K- 17.28% |
$213K - $217K
|
21K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.6K- 74.97% |
$224K - $228K
|
1.54K
$76.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.67K- 1.98% |
$227K - $231K
|
231K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.68K- 16.59% |
$227K - $231K
|
23.5K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.06K- 36.63% |
$246K - $250K
|
8.75K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.6K- 18.53% |
$320K - $326K
|
29K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-8.1K- 2.73% |
$394K - $401K
|
289K
$14.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-8.42K- 3.52% |
$409K - $416K
|
231K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-9.31K- 22.63% |
$452K - $460K
|
31.8K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.86K- 9.04% |
$479K - $488K
|
99.2K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 7.26% |
$593K - $604K
|
156K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.5K- 5.52% |
$658K - $670K
|
232K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 7.53% |
$659K - $671K
|
167K
$8.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 2.36% |
$660K - $672K
|
563K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-19.3K- 36.14% |
$939K - $956K
|
34.2K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-20.6K- 46.3% |
$999K - $1.02M
|
23.8K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 3.45% |
$1.21M - $1.23M
|
697K
$34.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25.1K- 29.85% |
$1.22M - $1.24M
|
59K
$2.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-25.8K- 36.23% |
$1.25M - $1.28M
|
45.4K
$2.27M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-27K- 99.83% |
$1.31M - $1.33M
|
45
$2.25K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-31.3K- 83.79% |
$1.52M - $1.55M
|
6.05K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-31.9KClosed |
$1.55M - $1.58M
|
0
$0
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-41.1K- 64.19% |
$2M - $2.04M
|
23K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-48K- 19.53% |
$2.33M - $2.37M
|
198K
$9.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-50.3K- 11.83% |
$2.44M - $2.49M
|
374K
$18.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-52.5K- 42.3% |
$2.55M - $2.6M
|
71.6K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-178K- 34.89% |
$8.65M - $8.81M
|
332K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220K- 18.11% |
$10.7M - $10.9M
|
994K
$49.7M
|