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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.09K+ 5.26% |
$104K - $108K
|
41.8K
$2.09M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.03K+ 0.95% |
$101K - $105K
|
216K
$10.8M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2K+ 30.0% |
$99.7K - $104K
|
8.68K
$434K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.4K - $103K
|
1.98K
$98.9K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.87K+ 9.86% |
$93.1K - $97.1K
|
20.8K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 1.77% |
$87.2K - $91K
|
101K
$5.03M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.72K+ 17.89% |
$85.7K - $89.5K
|
11.3K
$567K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.7K+ 4.63% |
$84.6K - $88.3K
|
38.4K
$1.92M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.69K+ 23.84% |
$83.9K - $87.6K
|
8.76K
$438K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.68K+ 5.32% |
$83.5K - $87.2K
|
33.2K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.62K+ 1.95% |
$80.7K - $84.3K
|
84.9K
$4.24M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.62K+ 12.43% |
$80.4K - $84K
|
14.6K
$731K
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.61K+ 9.96% |
$80.1K - $83.6K
|
17.8K
$888K
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.53K+ 3.49% |
$76K - $79.4K
|
45.3K
$2.26M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.49K+ 31.23% |
$74K - $77.2K
|
6.25K
$313K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 10.19% |
$70.8K - $73.9K
|
15.4K
$769K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.36K+ 5.74% |
$67.7K - $70.7K
|
25K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.34K+ 3.61% |
$66.7K - $69.6K
|
38.5K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22K+ 0.3% |
$60.9K - $63.6K
|
409K
$20.4M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.21K+ 0.57% |
$60.2K - $62.9K
|
215K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.18K+ 2.78% |
$58.9K - $61.5K
|
43.7K
$2.19M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.91% |
$58.1K - $60.6K
|
62.2K
$3.11M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.16K+ 2.11% |
$57.7K - $60.2K
|
56.1K
$2.81M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.13K+ 3.63% |
$56K - $58.4K
|
32.1K
$1.61M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.11K+ 4.67% |
$55.3K - $57.7K
|
24.9K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.06K+ 1.48% |
$53K - $55.3K
|
73.1K
$3.66M
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 3.27% |
$51.5K - $53.7K
|
32.6K
$1.63M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 4.13% |
$49.9K - $52.1K
|
25.3K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
966+ 2.08% |
$48.1K - $50.2K
|
47.3K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
950+ 15.39% |
$47.3K - $49.4K
|
7.12K
$356K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
919+ 5.43% |
$45.7K - $47.7K
|
17.9K
$893K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
909+ 4.39% |
$45.2K - $47.2K
|
21.6K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
852+ 10.02% |
$42.4K - $44.3K
|
9.35K
$468K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
795+ 1.9% |
$39.6K - $41.3K
|
42.6K
$2.13M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
729+ 4.11% |
$36.3K - $37.9K
|
18.5K
$924K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
691New |
$34.4K - $35.9K
|
691
$34.6K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
677+ 2.8% |
$33.7K - $35.2K
|
24.9K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
655+ 1.7% |
$32.6K - $34K
|
39.2K
$1.96M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
653+ 4.92% |
$32.5K - $33.9K
|
13.9K
$697K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
646+ 0.58% |
$32.2K - $33.6K
|
113K
$5.64M
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
631+ 2.63% |
$31.4K - $32.8K
|
24.7K
$1.23M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$30.6K - $31.9K
|
614
$30.7K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
590+ 7.67% |
$29.4K - $30.7K
|
8.29K
$414K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
568+ 9.6% |
$28.3K - $29.5K
|
6.48K
$324K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
564+ 4.22% |
$28.1K - $29.3K
|
13.9K
$697K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
531+ 31.78% |
$26.4K - $27.6K
|
2.2K
$110K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
514+ 1.26% |
$25.6K - $26.7K
|
41.3K
$2.07M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
480+ 7.3% |
$23.9K - $24.9K
|
7.06K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
478+ 4.02% |
$23.8K - $24.8K
|
12.4K
$619K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
461+ 1.4% |
$22.9K - $23.9K
|
33.3K
$1.67M
|