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 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-25- 0.06% |
$1.21K - $1.28K
|
41.9K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 0.44% |
$1.93K - $2.04K
|
8.95K
$448K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-45- 50.0% |
$2.18K - $2.3K
|
45
$2.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-65- 1.56% |
$3.14K - $3.32K
|
4.1K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-88- 0.73% |
$4.26K - $4.49K
|
11.9K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-109Closed |
$5.27K - $5.56K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 4.82% |
$6.14K - $6.48K
|
2.51K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-136- 2.18% |
$6.58K - $6.94K
|
6.1K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-142- 0.72% |
$6.87K - $7.25K
|
19.7K
$983K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-151- 1.46% |
$7.3K - $7.71K
|
10.2K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-201- 1.73% |
$9.72K - $10.3K
|
11.4K
$570K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-203- 1.74% |
$9.82K - $10.4K
|
11.5K
$574K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-204- 3.01% |
$9.87K - $10.4K
|
6.57K
$329K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-247- 0.55% |
$11.9K - $12.6K
|
44.7K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-254- 3.92% |
$12.3K - $13K
|
6.23K
$312K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-263- 0.86% |
$12.7K - $13.4K
|
30.2K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-317- 6.01% |
$15.3K - $16.2K
|
4.96K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-348- 2.97% |
$16.8K - $17.8K
|
11.4K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-398- 8.55% |
$19.3K - $20.3K
|
4.26K
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-425- 0.6% |
$20.6K - $21.7K
|
69.9K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-435- 5.25% |
$21K - $22.2K
|
7.85K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-460- 6.56% |
$22.3K - $23.5K
|
6.56K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-497- 4.19% |
$24K - $25.4K
|
11.4K
$568K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-497- 1.51% |
$24K - $25.4K
|
32.5K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-513- 2.57% |
$24.8K - $26.2K
|
19.4K
$971K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 0.5% |
$25.6K - $27K
|
105K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-550- 73.14% |
$26.6K - $28.1K
|
202
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-670- 35.23% |
$32.4K - $34.2K
|
1.23K
$61.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-671- 4.83% |
$32.5K - $34.2K
|
13.2K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-713- 1.71% |
$34.5K - $36.4K
|
41.1K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-728- 2.03% |
$35.2K - $37.1K
|
35.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-733- 0.51% |
$35.5K - $37.4K
|
142K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-764- 0.47% |
$37K - $39K
|
162K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-767- 2.13% |
$37.1K - $39.1K
|
35.2K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-820- 2.66% |
$39.7K - $41.8K
|
30.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-858- 51.69% |
$41.5K - $43.8K
|
802
$40.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-884- 9.49% |
$42.8K - $45.1K
|
8.43K
$422K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-902- 3.14% |
$43.6K - $46K
|
27.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-907- 6.8% |
$43.9K - $46.3K
|
12.4K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-959- 10.96% |
$46.4K - $48.9K
|
7.79K
$390K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-986- 4.07% |
$47.7K - $50.3K
|
23.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 3.56% |
$51K - $53.8K
|
28.5K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.09K- 7.4% |
$52.5K - $55.4K
|
13.6K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 14.08% |
$59.5K - $62.8K
|
7.51K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.29K- 6.03% |
$62.3K - $65.8K
|
20.1K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.4K- 12.35% |
$67.8K - $71.5K
|
9.94K
$497K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.41K- 6.54% |
$68K - $71.7K
|
20.1K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 10.99% |
$86.1K - $90.8K
|
14.4K
$721K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.89K- 40.7% |
$91.2K - $96.2K
|
2.75K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.96K- 17.29% |
$94.9K - $100K
|
9.38K
$469K
|