Purchases and Sales Made in Q3 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 2024. 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 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5K+ 5.96% |
$522K - $545K
|
186K
$9.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1K+ 20.12% |
$504K - $526K
|
60.4K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
10K+ 8.19% |
$498K - $520K
|
132K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.83K+ 587.68% |
$489K - $510K
|
11.5K
$575K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9.55K+ 36.14% |
$475K - $496K
|
36K
$1.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.4K+ 12.65% |
$468K - $489K
|
83.7K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
9.17KNew |
$456K - $476K
|
9.17K
$459K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.68K+ 20.59% |
$432K - $451K
|
50.8K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.45K+ 2.87% |
$421K - $439K
|
303K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.37KNew |
$417K - $435K
|
8.37K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.37KNew |
$417K - $435K
|
8.37K
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.7KNew |
$383K - $400K
|
7.7K
$385K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.27K+ 4.45% |
$362K - $378K
|
171K
$8.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.75K+ 55.96% |
$336K - $350K
|
18.8K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.54K+ 36.25% |
$325K - $340K
|
24.6K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
6.05K+ 1.21% |
$301K - $314K
|
508K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.85K+ 3.42% |
$291K - $304K
|
177K
$8.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.74KNew |
$286K - $298K
|
5.74K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.69KNew |
$283K - $295K
|
5.69K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.6K+ 99.04% |
$279K - $291K
|
11.3K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.3K+ 3.41% |
$264K - $275K
|
161K
$8.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
5.23K+ 1.95% |
$260K - $272K
|
274K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 8.38% |
$254K - $266K
|
66.1K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
5.05K+ 6.67% |
$251K - $262K
|
80.8K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.99K+ 19.66% |
$248K - $259K
|
30.4K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.9K+ 4.52% |
$244K - $255K
|
113K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.81K+ 5.15% |
$240K - $250K
|
98.3K
$4.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.5K+ 1.48% |
$224K - $234K
|
308K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.45K+ 31.84% |
$221K - $231K
|
18.4K
$921K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.43K+ 3.08% |
$220K - $230K
|
148K
$7.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 19.03% |
$219K - $228K
|
27.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 15.35% |
$212K - $221K
|
32K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.21KNew |
$209K - $219K
|
4.21K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$209K - $218K
|
4.2K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.03KNew |
$201K - $210K
|
4.03K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
3.98K+ 1.21% |
$198K - $207K
|
334K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.92KNew |
$195K - $203K
|
3.92K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.82K+ 11.01% |
$190K - $198K
|
38.5K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
3.81K+ 8.57% |
$190K - $198K
|
48.3K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
3.55K+ 0.79% |
$177K - $184K
|
456K
$22.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.39K+ 7.54% |
$169K - $176K
|
48.4K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.09K+ 11.48% |
$154K - $160K
|
30K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83K+ 35.62% |
$141K - $147K
|
10.8K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.69K+ 5.33% |
$134K - $139K
|
53.1K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.69K+ 23.05% |
$134K - $139K
|
14.3K
$717K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2.54K+ 3.17% |
$126K - $132K
|
82.5K
$4.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.3K+ 17.64% |
$114K - $119K
|
15.3K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 5.47% |
$111K - $116K
|
42.9K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.15K+ 53.13% |
$107K - $112K
|
6.2K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.1K+ 18.54% |
$105K - $109K
|
13.5K
$673K
|