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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.08% |
$99.5 - $104
|
2.59K
$130K
|
|
|
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
$2.15K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 0.34% |
$1.89K - $1.97K
|
11.1K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-38- 2.73% |
$1.89K - $1.97K
|
1.36K
$67.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$1.99K - $2.08K
|
13.5K
$673K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 1.09% |
$2.49K - $2.6K
|
4.53K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 53.4% |
$2.74K - $2.86K
|
48
$2.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-62- 1.24% |
$3.09K - $3.22K
|
4.92K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-71- 8.52% |
$3.53K - $3.69K
|
762
$38.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 4.13% |
$3.53K - $3.69K
|
1.65K
$82.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-72- 1.1% |
$3.58K - $3.74K
|
6.48K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 0.85% |
$4.23K - $4.42K
|
9.95K
$498K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-87- 0.28% |
$4.33K - $4.52K
|
30.6K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-89- 1.12% |
$4.43K - $4.62K
|
7.87K
$394K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-91- 1.14% |
$4.53K - $4.73K
|
7.89K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-98- 0.06% |
$4.88K - $5.09K
|
156K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-104- 7.67% |
$5.18K - $5.4K
|
1.25K
$62.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-106- 0.47% |
$5.28K - $5.51K
|
22.5K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-122- 0.18% |
$6.07K - $6.34K
|
66.4K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-140- 4.82% |
$6.97K - $7.27K
|
2.77K
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 2.73% |
$7.32K - $7.64K
|
5.25K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-156- 3.22% |
$7.76K - $8.1K
|
4.69K
$235K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-159- 2.09% |
$7.91K - $8.26K
|
7.45K
$373K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-163- 3.72% |
$8.11K - $8.47K
|
4.22K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-170- 1.87% |
$8.46K - $8.83K
|
8.94K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-174- 0.47% |
$8.66K - $9.04K
|
37K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-183- 1.33% |
$9.11K - $9.51K
|
13.6K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-183- 9.53% |
$9.11K - $9.51K
|
1.74K
$86.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-197- 0.94% |
$9.8K - $10.2K
|
20.8K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-206- 0.48% |
$10.3K - $10.7K
|
42.8K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-206- 0.61% |
$10.3K - $10.7K
|
33.3K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-212- 0.99% |
$10.6K - $11K
|
21.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-355- 3.21% |
$17.7K - $18.4K
|
10.7K
$535K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-356- 99.72% |
$17.7K - $18.5K
|
1
$50
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-366- 2.26% |
$18.2K - $19K
|
15.8K
$790K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-368- 2.0% |
$18.3K - $19.1K
|
18K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-422- 0.52% |
$21K - $21.9K
|
81.2K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-439- 30.4% |
$21.8K - $22.8K
|
1.01K
$50.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-481- 6.68% |
$23.9K - $25K
|
6.72K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-482- 11.19% |
$24K - $25K
|
3.82K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-553- 9.23% |
$27.5K - $28.7K
|
5.44K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-571- 34.11% |
$28.4K - $29.7K
|
1.1K
$55.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-578- 1.92% |
$28.8K - $30K
|
29.5K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-589- 11.54% |
$29.3K - $30.6K
|
4.52K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-597- 1.4% |
$29.7K - $31K
|
42K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-601- 1.31% |
$29.9K - $31.2K
|
45.3K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-662- 14.35% |
$32.9K - $34.4K
|
3.95K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-733- 4.97% |
$36.5K - $38.1K
|
14K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-741- 85.27% |
$36.9K - $38.5K
|
128
$6.4K
|