Purchases and Sales Made in Q4 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.5MNew |
$558M - $588M
|
11.5M
$577M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.4M+ 20.95% |
$116M - $122M
|
13.8M
$692M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 118.56% |
$28.6M - $30.1M
|
1.09M
$54.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
378K+ 28.26% |
$18.3M - $19.3M
|
1.71M
$85.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
355KNew |
$17.2M - $18.1M
|
355K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
341K+ 1403.71% |
$16.5M - $17.4M
|
365K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
267K+ 26.34% |
$12.9M - $13.6M
|
1.28M
$64.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
243KNew |
$11.7M - $12.4M
|
243K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
199K+ 4.56% |
$9.65M - $10.2M
|
4.57M
$229M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
199K+ 58.23% |
$9.61M - $10.1M
|
540K
$27M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
159K+ 268.86% |
$7.68M - $8.1M
|
218K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
152K+ 3515.59% |
$7.36M - $7.77M
|
157K
$7.83M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
147KNew |
$7.13M - $7.53M
|
147K
$7.37M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
139K+ 445.62% |
$6.72M - $7.09M
|
170K
$8.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
138KNew |
$6.67M - $7.04M
|
138K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
135K+ 761.83% |
$6.53M - $6.89M
|
153K
$7.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
109K+ 11.0% |
$5.27M - $5.56M
|
1.1M
$55M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
107KNew |
$5.19M - $5.47M
|
107K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
91.9K+ 252.63% |
$4.45M - $4.69M
|
128K
$6.42M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.6K+ 19.04% |
$3.75M - $3.96M
|
485K
$24.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
76.8KNew |
$3.71M - $3.92M
|
76.8K
$3.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75.3K+ 4.36% |
$3.64M - $3.84M
|
1.8M
$90.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
62.6K+ 17.74% |
$3.03M - $3.2M
|
416K
$20.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58KNew |
$2.8M - $2.96M
|
58K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
57.3K+ 126.35% |
$2.77M - $2.93M
|
103K
$5.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
54.6K+ 236.98% |
$2.64M - $2.79M
|
77.7K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.6K+ 4.34% |
$2.59M - $2.73M
|
1.29M
$64.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53.4K+ 61.23% |
$2.58M - $2.73M
|
141K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
53K+ 34.0% |
$2.56M - $2.71M
|
209K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.5K+ 22.25% |
$2.49M - $2.63M
|
283K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.1K+ 22.99% |
$2.37M - $2.5M
|
263K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.5K+ 14.59% |
$2.34M - $2.47M
|
381K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 8.24% |
$2.24M - $2.37M
|
609K
$30.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
45K+ 41.3% |
$2.18M - $2.3M
|
154K
$7.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
44.7KNew |
$2.16M - $2.28M
|
44.7K
$2.23M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
41.9KNew |
$2.03M - $2.14M
|
41.9K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 9.01% |
$1.94M - $2.05M
|
485K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 6.0% |
$1.86M - $1.96M
|
678K
$33.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
37.1K+ 8.14% |
$1.8M - $1.9M
|
493K
$24.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
35.2K+ 48.71% |
$1.7M - $1.8M
|
108K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.2K+ 81.22% |
$1.66M - $1.75M
|
76.4K
$3.82M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
28K+ 7.83% |
$1.36M - $1.43M
|
386K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27.8KNew |
$1.35M - $1.42M
|
27.8K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
25.2K+ 90.95% |
$1.22M - $1.29M
|
53K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
23.7KNew |
$1.15M - $1.21M
|
23.7K
$1.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22.8KNew |
$1.1M - $1.16M
|
22.8K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
22.4KNew |
$1.08M - $1.14M
|
22.4K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
20.5K+ 99.42% |
$994K - $1.05M
|
41.2K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
20.5KNew |
$994K - $1.05M
|
20.5K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
18.2K+ 4.41% |
$879K - $927K
|
431K
$21.5M
|