Purchases and Sales Made in Q4 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-175- 1.14% |
$8.32K - $8.78K
|
15.2K
$788K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-177- 1.18% |
$8.42K - $8.88K
|
14.8K
$767K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.21% |
$9.51K - $10K
|
4.55K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-202- 0.75% |
$9.61K - $10.1K
|
26.6K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-243- 4.37% |
$11.6K - $12.2K
|
5.32K
$275K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-264- 1.25% |
$12.6K - $13.2K
|
20.8K
$1.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-286- 1.42% |
$13.6K - $14.4K
|
19.8K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-338- 6.62% |
$16.1K - $17K
|
4.76K
$247K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-361- 0.52% |
$17.2K - $18.1K
|
69.3K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-394- 30.35% |
$18.7K - $19.8K
|
904
$46.8K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-407- 11.74% |
$19.4K - $20.4K
|
3.06K
$159K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-442- 2.48% |
$21K - $22.2K
|
17.4K
$900K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-445- 2.58% |
$21.2K - $22.3K
|
16.8K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-504- 5.5% |
$24K - $25.3K
|
8.66K
$449K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-553- 15.65% |
$26.3K - $27.7K
|
2.98K
$154K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-573- 65.49% |
$27.2K - $28.8K
|
302
$15.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-590- 55.56% |
$28.1K - $29.6K
|
472
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-653- 1.32% |
$31.1K - $32.8K
|
48.8K
$2.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-705- 0.27% |
$33.5K - $35.4K
|
256K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-724- 0.8% |
$34.4K - $36.3K
|
89.3K
$4.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.21K- 9.2% |
$57.3K - $60.5K
|
11.9K
$616K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.22K- 30.88% |
$57.8K - $61K
|
2.72K
$141K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.26K- 1.95% |
$59.9K - $63.2K
|
63.3K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.27K- 7.06% |
$60.4K - $63.8K
|
16.7K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.38K- 0.84% |
$65.8K - $69.4K
|
164K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 16.41% |
$67.7K - $71.5K
|
7.25K
$376K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-1.63K- 3.6% |
$77.6K - $81.9K
|
43.7K
$2.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.78K- 11.33% |
$84.5K - $89.2K
|
13.9K
$721K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.82K- 27.09% |
$86.4K - $91.2K
|
4.89K
$253K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.82K- 6.6% |
$86.7K - $91.5K
|
25.8K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.84K- 7.8% |
$87.3K - $92.1K
|
21.7K
$1.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.92K- 20.02% |
$91.4K - $96.4K
|
7.68K
$398K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.28K- 6.95% |
$108K - $114K
|
30.5K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.4K- 10.21% |
$114K - $121K
|
21.1K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.44K- 45.95% |
$116K - $123K
|
2.87K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.51K- 52.6% |
$119K - $126K
|
2.27K
$117K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 13.74% |
$120K - $126K
|
15.8K
$819K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.68K- 17.66% |
$127K - $134K
|
12.5K
$646K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.7K- 8.72% |
$128K - $135K
|
28.3K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.05K- 2.04% |
$145K - $153K
|
146K
$7.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.06K- 16.05% |
$146K - $154K
|
16K
$830K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.07K- 10.49% |
$146K - $154K
|
26.2K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 7.83% |
$150K - $159K
|
37.2K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.26K- 3.02% |
$155K - $164K
|
105K
$5.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.28K- 13.55% |
$156K - $165K
|
20.9K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-3.31K- 1.08% |
$157K - $166K
|
302K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.53K- 21.67% |
$168K - $177K
|
12.8K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.57K- 5.85% |
$170K - $179K
|
57.4K
$2.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.7K- 43.19% |
$176K - $185K
|
4.86K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.02K- 24.68% |
$191K - $202K
|
12.3K
$636K
|