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 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.03K- 45.03% |
$192K - $202K
|
4.92K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.14K- 13.79% |
$197K - $208K
|
25.9K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.55K- 4.5% |
$216K - $228K
|
96.6K
$5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.2K- 8.14% |
$247K - $261K
|
58.7K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.88K- 13.14% |
$279K - $295K
|
38.8K
$2.01M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.09K- 10.29% |
$290K - $306K
|
53.1K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.09K- 10.29% |
$290K - $306K
|
53.1K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-6.2K- 2.16% |
$295K - $311K
|
281K
$14.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.58K- 64.97% |
$361K - $381K
|
4.09K
$212K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.4K- 36.94% |
$400K - $422K
|
14.3K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.8K- 28.04% |
$418K - $441K
|
22.6K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9.62K- 51.98% |
$457K - $483K
|
8.88K
$460K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11K- 25.4% |
$522K - $551K
|
32.2K
$1.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.3K- 42.41% |
$584K - $616K
|
16.7K
$864K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-15.4K- 41.97% |
$732K - $773K
|
21.3K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16.4K- 78.41% |
$781K - $824K
|
4.52K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-17.1K- 41.79% |
$813K - $858K
|
23.8K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-18K- 4.81% |
$854K - $901K
|
355K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-18K- 40.85% |
$858K - $906K
|
26.1K
$1.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21.4K- 15.94% |
$1.02M - $1.07M
|
113K
$5.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-24K- 75.93% |
$1.14M - $1.2M
|
7.6K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-29.7K- 41.8% |
$1.41M - $1.49M
|
41.4K
$2.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-32.7K- 15.49% |
$1.55M - $1.64M
|
178K
$9.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-32.9K- 6.91% |
$1.56M - $1.65M
|
443K
$23M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-33.3K- 7.57% |
$1.58M - $1.67M
|
407K
$21.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.4K- 5.5% |
$1.59M - $1.68M
|
574K
$29.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-35K- 90.11% |
$1.67M - $1.76M
|
3.84K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-50.9K- 53.3% |
$2.42M - $2.55M
|
44.6K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-67K- 18.45% |
$3.19M - $3.36M
|
296K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-73.5K- 91.93% |
$3.49M - $3.69M
|
6.45K
$334K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-74.6K- 65.44% |
$3.55M - $3.74M
|
39.4K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80.8K- 23.71% |
$3.84M - $4.05M
|
260K
$13.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-126K- 55.74% |
$5.99M - $6.32M
|
100K
$5.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-129K- 42.25% |
$6.14M - $6.48M
|
177K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-138K- 66.71% |
$6.56M - $6.92M
|
68.9K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-223K- 90.55% |
$10.6M - $11.2M
|
23.3K
$1.21M
|