Purchases and Sales Made in Q1 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-115- 1.5% |
$5.97K - $6.25K
|
7.57K
$379K
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-119- 1.66% |
$6.18K - $6.46K
|
7.04K
$352K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-149- 0.79% |
$7.73K - $8.09K
|
18.8K
$940K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-162Closed |
$8.41K - $8.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-173- 3.34% |
$8.98K - $9.4K
|
5.01K
$251K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-214- 0.29% |
$11.1K - $11.6K
|
73.9K
$3.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-224- 1.05% |
$11.6K - $12.2K
|
21.1K
$1.06M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-230- 4.21% |
$11.9K - $12.5K
|
5.24K
$262K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-299- 4.33% |
$15.5K - $16.2K
|
6.61K
$331K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-305- 5.3% |
$15.8K - $16.6K
|
5.45K
$272K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-326- 6.0% |
$16.9K - $17.7K
|
5.11K
$255K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-371- 1.99% |
$19.3K - $20.1K
|
18.3K
$916K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 9.91% |
$23.4K - $24.4K
|
4.09K
$205K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-481- 80.57% |
$25K - $26.1K
|
116
$5.8K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-501- 7.37% |
$26K - $27.2K
|
6.29K
$315K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-545- 5.11% |
$28.3K - $29.6K
|
10.1K
$507K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-575- 5.32% |
$29.8K - $31.2K
|
10.2K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-588- 3.98% |
$30.5K - $31.9K
|
14.2K
$710K
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-712- 9.22% |
$37K - $38.7K
|
7.01K
$351K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-725Closed |
$37.6K - $39.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-726- 67.47% |
$37.7K - $39.4K
|
350
$17.5K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-776- 4.03% |
$40.3K - $42.1K
|
18.5K
$925K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-846- 12.19% |
$43.9K - $45.9K
|
6.09K
$305K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-859- 11.48% |
$44.6K - $46.7K
|
6.63K
$331K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-867- 16.46% |
$45K - $47.1K
|
4.4K
$220K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-870- 6.27% |
$45.2K - $47.2K
|
13K
$650K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-902- 7.31% |
$46.8K - $49K
|
11.4K
$572K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 10.1% |
$55.6K - $58.2K
|
9.53K
$477K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 0.73% |
$56K - $58.6K
|
146K
$7.31M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.15KClosed |
$59.7K - $62.5K
|
0
$0
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-1.35K- 87.1% |
$70.1K - $73.3K
|
200
$10K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.41K- 11.23% |
$73K - $76.4K
|
11.1K
$556K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.43K- 19.18% |
$74.1K - $77.5K
|
6.01K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 20.6% |
$75K - $78.5K
|
5.57K
$279K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.46K- 5.74% |
$75.5K - $79K
|
23.9K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.46K- 26.26% |
$75.6K - $79.1K
|
4.09K
$205K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.51K- 32.91% |
$78.4K - $82.1K
|
3.08K
$154K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.68K- 1.53% |
$87.2K - $91.2K
|
108K
$5.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.74K- 11.69% |
$90.5K - $94.7K
|
13.2K
$659K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.95K- 5.81% |
$101K - $106K
|
31.7K
$1.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.11K- 32.46% |
$110K - $115K
|
4.39K
$220K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.6K- 1.83% |
$135K - $141K
|
140K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.71K- 19.37% |
$141K - $147K
|
11.3K
$565K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 22.1% |
$144K - $151K
|
9.77K
$489K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.79K- 41.22% |
$145K - $151K
|
3.98K
$199K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.8K- 41.25% |
$145K - $152K
|
3.99K
$200K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.87K- 10.85% |
$149K - $156K
|
23.6K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 34.94% |
$151K - $157K
|
5.4K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.05K- 56.1% |
$159K - $166K
|
2.39K
$120K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.08KClosed |
$160K - $167K
|
0
$0
|