Purchases and Sales Made in Q3 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-510- 5.87% |
$24.5K - $26.3K
|
8.18K
$409K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-546- 3.8% |
$26.2K - $28.2K
|
13.8K
$690K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-628- 12.93% |
$30.1K - $32.4K
|
4.23K
$211K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-632- 10.62% |
$30.3K - $32.6K
|
5.32K
$266K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-684- 4.07% |
$32.8K - $35.3K
|
16.1K
$806K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-762- 2.8% |
$36.6K - $39.3K
|
26.5K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-798- 1.07% |
$38.3K - $41.2K
|
74K
$3.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-900- 12.75% |
$43.2K - $46.4K
|
6.16K
$308K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-917- 5.63% |
$44K - $47.3K
|
15.4K
$768K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-988- 40.63% |
$47.4K - $51K
|
1.44K
$72.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 19.65% |
$48.7K - $52.3K
|
4.15K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.14K- 3.74% |
$54.6K - $58.7K
|
29.2K
$1.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.15K- 3.57% |
$55K - $59.2K
|
31K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.17K- 13.97% |
$56.1K - $60.4K
|
7.21K
$360K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.19K- 1.16% |
$57K - $61.2K
|
101K
$5.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.21K- 12.39% |
$58.1K - $62.4K
|
8.56K
$428K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.23K- 22.45% |
$58.9K - $63.3K
|
4.24K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 4.53% |
$62.4K - $67.1K
|
27.4K
$1.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-1.41K- 2.17% |
$67.5K - $72.5K
|
63.5K
$3.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.43K- 20.62% |
$68.8K - $73.9K
|
5.52K
$276K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.46K- 7.81% |
$70K - $75.3K
|
17.2K
$860K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.48K- 6.55% |
$70.8K - $76.1K
|
21.1K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.64K- 4.4% |
$78.5K - $84.4K
|
35.5K
$1.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 25.78% |
$79.2K - $85.1K
|
4.75K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.84K- 89.56% |
$88.5K - $95.1K
|
215
$10.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 9.54% |
$90.2K - $96.9K
|
17.8K
$890K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.9K- 36.96% |
$91.3K - $98.2K
|
3.25K
$162K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.96K- 22.61% |
$94K - $101K
|
6.71K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.98K- 9.69% |
$95.2K - $102K
|
18.5K
$924K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-2.03K- 28.88% |
$97.3K - $105K
|
4.99K
$249K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 27.17% |
$97.5K - $105K
|
5.45K
$272K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.1K- 20.17% |
$101K - $108K
|
8.31K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.11K- 3.35% |
$101K - $109K
|
60.9K
$3.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.27K- 20.25% |
$109K - $117K
|
8.96K
$447K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.38K- 77.61% |
$114K - $123K
|
686
$34.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-2.59K- 28.18% |
$124K - $134K
|
6.61K
$330K
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.73K- 2.13% |
$131K - $141K
|
125K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.77K- 10.26% |
$133K - $143K
|
24.2K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.85K- 8.47% |
$137K - $147K
|
30.8K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 1.73% |
$140K - $150K
|
166K
$8.28M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.98K- 46.22% |
$143K - $154K
|
3.47K
$173K
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.77KClosed |
$181K - $195K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-4.22K- 7.87% |
$203K - $218K
|
49.4K
$2.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-4.42K- 29.62% |
$212K - $228K
|
10.5K
$525K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.58K- 19.98% |
$220K - $236K
|
18.3K
$916K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.64K- 6.24% |
$222K - $239K
|
69.7K
$3.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.69K- 6.78% |
$225K - $242K
|
64.5K
$3.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.85K- 4.83% |
$233K - $250K
|
95.5K
$4.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.05K- 3.06% |
$242K - $260K
|
160K
$7.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.05K- 40.98% |
$243K - $261K
|
7.28K
$364K
|