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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.5K+ 4.1% |
$847K - $893K
|
445K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17K+ 204.74% |
$822K - $867K
|
25.3K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
16.7K+ 173.23% |
$809K - $853K
|
26.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.3K+ 4.04% |
$786K - $829K
|
419K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.1KNew |
$781K - $824K
|
16.1K
$807K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 18.14% |
$761K - $803K
|
103K
$5.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
15.1K+ 52.07% |
$731K - $772K
|
44.2K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15K+ 2.16% |
$727K - $767K
|
712K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$702K - $740K
|
14.5K
$726K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
14K+ 103.32% |
$679K - $716K
|
27.6K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
14K+ 83.08% |
$675K - $712K
|
30.7K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
13.5K+ 3.27% |
$653K - $689K
|
427K
$21.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
12.2K+ 37.25% |
$590K - $623K
|
45K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
12.1KNew |
$584K - $616K
|
12.1K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
11.9KNew |
$576K - $607K
|
11.9K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$564K - $595K
|
11.7K
$583K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.4K+ 60.91% |
$550K - $580K
|
30K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.3K+ 33.92% |
$547K - $577K
|
44.6K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.9K+ 68.17% |
$527K - $555K
|
26.9K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$516K - $545K
|
10.7K
$534K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$487K - $514K
|
10.1K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
10K+ 11.73% |
$484K - $510K
|
95.3K
$4.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.86K+ 19.84% |
$477K - $503K
|
59.6K
$2.98M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.74K+ 362.93% |
$471K - $497K
|
12.4K
$621K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.42K+ 6.83% |
$456K - $481K
|
147K
$7.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
9.1K+ 20.1% |
$440K - $464K
|
54.4K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.09K+ 16.12% |
$440K - $464K
|
65.5K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.61K+ 35.53% |
$416K - $439K
|
32.8K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
8.6K+ 3.73% |
$416K - $439K
|
239K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
8.51KNew |
$412K - $434K
|
8.51K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.52KNew |
$364K - $384K
|
7.52K
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.47KNew |
$361K - $381K
|
7.47K
$374K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.28K+ 43.59% |
$352K - $371K
|
24K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
6.8K+ 6.06% |
$329K - $347K
|
119K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.68KNew |
$323K - $341K
|
6.68K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.5K+ 27.19% |
$314K - $332K
|
30.4K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.48KNew |
$313K - $331K
|
6.48K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.33KNew |
$306K - $323K
|
6.33K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.29K+ 23.31% |
$304K - $321K
|
33.3K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.08K+ 29.76% |
$294K - $310K
|
26.5K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
6.04KNew |
$292K - $308K
|
6.04K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.97K+ 25.41% |
$289K - $305K
|
29.5K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.7KNew |
$276K - $291K
|
5.7K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.7KNew |
$276K - $291K
|
5.7K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.57K+ 915.3% |
$269K - $284K
|
6.17K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.46KNew |
$264K - $279K
|
5.46K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.45K+ 49.84% |
$264K - $278K
|
16.4K
$819K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.36K+ 26.52% |
$259K - $273K
|
25.5K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16KNew |
$250K - $263K
|
5.16K
$258K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.92K+ 13.89% |
$238K - $251K
|
40.3K
$2.02M
|