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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22+ 0.95% |
$1.09K - $1.14K
|
2.34K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 0.69% |
$697 - $727
|
2.05K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$697 - $727
|
14
$716
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11New |
$547 - $571
|
11
$563
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$547 - $571
|
11
$563
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10+ 0.24% |
$498 - $520
|
4.22K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 112.5% |
$448 - $468
|
17
$870
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$249 - $260
|
5
$256
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.08% |
$99.5 - $104
|
2.59K
$133K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 32.81% |
$1.05K - $1.09K
|
43
$2.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 0.34% |
$1.89K - $1.97K
|
11.1K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-38- 2.73% |
$1.89K - $1.97K
|
1.36K
$69.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$1.99K - $2.08K
|
13.5K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 1.09% |
$2.49K - $2.6K
|
4.53K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 53.4% |
$2.74K - $2.86K
|
48
$2.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-62- 1.24% |
$3.09K - $3.22K
|
4.92K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 4.13% |
$3.53K - $3.69K
|
1.65K
$84.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-71- 8.52% |
$3.53K - $3.69K
|
762
$39K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72- 1.1% |
$3.58K - $3.74K
|
6.48K
$331K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 81.37% |
$4.13K - $4.31K
|
19
$972
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 0.85% |
$4.23K - $4.42K
|
9.95K
$509K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-87- 0.28% |
$4.33K - $4.52K
|
30.6K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-89- 1.12% |
$4.43K - $4.62K
|
7.87K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-91- 1.14% |
$4.53K - $4.73K
|
7.89K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-98- 0.06% |
$4.88K - $5.09K
|
156K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-104- 7.67% |
$5.18K - $5.4K
|
1.25K
$64K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-106- 0.47% |
$5.28K - $5.51K
|
22.5K
$1.15M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-121- 0.25% |
$6.02K - $6.29K
|
48K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-122- 0.18% |
$6.07K - $6.34K
|
66.4K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-140- 4.82% |
$6.97K - $7.27K
|
2.77K
$141K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.73% |
$7.32K - $7.64K
|
5.25K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-156- 3.22% |
$7.76K - $8.1K
|
4.69K
$240K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-159- 2.09% |
$7.91K - $8.26K
|
7.45K
$381K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-163- 3.72% |
$8.11K - $8.47K
|
4.22K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-170- 1.87% |
$8.46K - $8.83K
|
8.94K
$457K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-174- 0.47% |
$8.66K - $9.04K
|
37K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-183- 1.33% |
$9.11K - $9.51K
|
13.6K
$696K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-183- 9.53% |
$9.11K - $9.51K
|
1.74K
$88.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-197- 0.94% |
$9.8K - $10.2K
|
20.8K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-206- 0.61% |
$10.3K - $10.7K
|
33.3K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-206- 0.48% |
$10.3K - $10.7K
|
42.8K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-212- 0.99% |
$10.6K - $11K
|
21.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-355- 3.21% |
$17.7K - $18.4K
|
10.7K
$547K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-356- 99.72% |
$17.7K - $18.5K
|
1
$51.2
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-366- 2.26% |
$18.2K - $19K
|
15.8K
$808K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-368- 2.0% |
$18.3K - $19.1K
|
18K
$923K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-422- 0.52% |
$21K - $21.9K
|
81.2K
$4.15M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-438- 10.07% |
$21.8K - $22.8K
|
3.91K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-439- 30.4% |
$21.8K - $22.8K
|
1.01K
$51.4K
|