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 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.91K+ 69.38% |
$237K - $250K
|
12K
$599K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.86K+ 67.5% |
$235K - $248K
|
12.1K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.69KNew |
$227K - $239K
|
4.69K
$235K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.57KNew |
$221K - $233K
|
4.57K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.53K+ 0.98% |
$219K - $231K
|
465K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.49K+ 6.61% |
$217K - $229K
|
72.5K
$3.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.49K+ 193.33% |
$217K - $229K
|
6.82K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.36K+ 15.02% |
$211K - $222K
|
33.3K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
4.33K+ 15.94% |
$209K - $221K
|
31.5K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.26KNew |
$206K - $217K
|
4.26K
$213K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.08K+ 6.6% |
$197K - $208K
|
65.9K
$3.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
4.06K+ 2.76% |
$197K - $207K
|
151K
$7.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.7KNew |
$179K - $189K
|
3.7K
$185K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.57K+ 1.98% |
$173K - $182K
|
184K
$9.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.52K+ 14.87% |
$170K - $180K
|
27.2K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.34K+ 5.17% |
$162K - $171K
|
68K
$3.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.32K+ 4.43% |
$161K - $170K
|
78.2K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.12K+ 43.72% |
$151K - $159K
|
10.3K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93K+ 20.18% |
$142K - $149K
|
17.4K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.91K+ 3.56% |
$141K - $149K
|
84.8K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.7K+ 7.15% |
$131K - $138K
|
40.5K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.55K+ 30.22% |
$124K - $130K
|
11K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.49K+ 13811.11% |
$120K - $127K
|
2.5K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.46K+ 6.27% |
$119K - $126K
|
41.7K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 1.62% |
$118K - $125K
|
153K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.37K+ 27.46% |
$115K - $121K
|
11K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.97K+ 16.56% |
$95.2K - $100K
|
13.9K
$693K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.92KNew |
$92.9K - $98K
|
1.92K
$96.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.79K+ 5.37% |
$86.3K - $91.1K
|
35K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.7K+ 6.35% |
$82.1K - $86.6K
|
28.4K
$1.42M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.63KNew |
$79K - $83.4K
|
1.63K
$81.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.59KNew |
$77K - $81.2K
|
1.59K
$79.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.49K+ 1.35% |
$71.9K - $75.9K
|
111K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44K+ 3.63% |
$69.5K - $73.3K
|
41.1K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 26.84% |
$68.8K - $72.6K
|
6.72K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.42K+ 25.2% |
$68.6K - $72.4K
|
7.04K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39K+ 1380.2% |
$67.4K - $71.1K
|
1.5K
$74.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.36KNew |
$65.6K - $69.2K
|
1.36K
$67.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.3KNew |
$62.8K - $66.2K
|
1.3K
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.3K+ 96.36% |
$62.7K - $66.1K
|
2.64K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.18K+ 3.71% |
$57K - $60.2K
|
33K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.17K+ 0.13% |
$56.4K - $59.4K
|
897K
$44.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.16K+ 12.49% |
$56.3K - $59.3K
|
10.5K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.12K+ 52.41% |
$54.2K - $57.2K
|
3.26K
$163K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 42.38% |
$52.6K - $55.5K
|
3.65K
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1.01K+ 3.18% |
$48.7K - $51.4K
|
32.6K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
848+ 3.0% |
$41K - $43.3K
|
29.1K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
703+ 2.95% |
$34K - $35.9K
|
24.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$33.3K - $35.2K
|
689
$34.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
641+ 7.47% |
$31K - $32.7K
|
9.22K
$461K
|