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 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-745- 12.83% |
$37.1K - $38.7K
|
5.06K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-784- 1.6% |
$39K - $40.7K
|
48.3K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-817- 0.71% |
$40.7K - $42.4K
|
114K
$5.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-846- 45.73% |
$42.1K - $43.9K
|
1K
$50.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-985- 11.4% |
$49K - $51.2K
|
7.65K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.05K- 1.55% |
$52.5K - $54.8K
|
66.9K
$3.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.13K- 3.81% |
$56.2K - $58.7K
|
28.5K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.15K- 1.37% |
$57.2K - $59.7K
|
82.9K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 2.74% |
$57.3K - $59.8K
|
40.9K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 12.56% |
$63K - $65.7K
|
8.81K
$441K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.31K- 5.37% |
$65.3K - $68.2K
|
23.1K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.42K- 5.69% |
$70.8K - $73.9K
|
23.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 9.63% |
$77K - $80.4K
|
14.5K
$726K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.61K- 16.31% |
$80.2K - $83.7K
|
8.27K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.62K- 31.61% |
$80.5K - $84.1K
|
3.5K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 5.54% |
$81.3K - $84.8K
|
27.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.79% |
$83.6K - $87.3K
|
58.6K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.76K- 14.4% |
$87.3K - $91.2K
|
10.4K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 4.46% |
$98.1K - $102K
|
42.3K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.12K- 12.15% |
$105K - $110K
|
15.3K
$765K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.13K- 10.01% |
$106K - $111K
|
19.2K
$959K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.25K- 3.03% |
$112K - $117K
|
72K
$3.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.33K- 2.17% |
$116K - $121K
|
105K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.66K- 2.85% |
$132K - $138K
|
90.6K
$4.53M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-2.74K- 2.08% |
$136K - $142K
|
129K
$6.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.92K- 0.87% |
$145K - $151K
|
331K
$16.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.04K- 6.86% |
$151K - $158K
|
41.3K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.04K- 32.11% |
$151K - $158K
|
6.42K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 33.2% |
$162K - $170K
|
6.57K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.71K- 2.61% |
$185K - $193K
|
139K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.29K- 20.88% |
$213K - $223K
|
16.3K
$813K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.46K- 44.0% |
$222K - $231K
|
5.67K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.23K- 18.08% |
$260K - $272K
|
23.7K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.44K- 11.26% |
$271K - $282K
|
42.8K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 53.38% |
$287K - $299K
|
5.03K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.85K- 12.2% |
$291K - $304K
|
42.1K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 0.8% |
$309K - $322K
|
767K
$38.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-6.39K- 14.51% |
$318K - $332K
|
37.6K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6.79K- 26.49% |
$338K - $353K
|
18.8K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-9.68K- 18.16% |
$482K - $503K
|
43.6K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-10.2K- 63.09% |
$506K - $528K
|
5.95K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16.7K- 7.64% |
$833K - $869K
|
202K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-30.6K- 7.83% |
$1.52M - $1.59M
|
360K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-32.2K- 12.57% |
$1.6M - $1.67M
|
224K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-63.6K- 37.68% |
$3.16M - $3.3M
|
105K
$5.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-67.5K- 69.1% |
$3.36M - $3.51M
|
30.2K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-69.7K- 96.15% |
$3.47M - $3.62M
|
2.79K
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 12.14% |
$5.23M - $5.46M
|
760K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-166K- 9.39% |
$8.24M - $8.6M
|
1.6M
$79.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-185K- 48.24% |
$9.19M - $9.59M
|
198K
$9.91M
|