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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
8.37K+ 2.87% |
$434K - $454K
|
300K
$15M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.21K+ 354.38% |
$426K - $446K
|
10.5K
$527K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
7.62K+ 33.96% |
$395K - $414K
|
30.1K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.3K+ 10.32% |
$379K - $397K
|
78.1K
$3.9M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.05KNew |
$366K - $383K
|
7.05K
$353K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
6.62K+ 7.19% |
$343K - $359K
|
98.6K
$4.93M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.23KNew |
$323K - $338K
|
6.23K
$311K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.1K+ 17.13% |
$317K - $332K
|
41.7K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.63KNew |
$292K - $306K
|
5.63K
$282K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$292K - $306K
|
5.63K
$282K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.42K+ 20.33% |
$281K - $294K
|
32.1K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.21K+ 61.25% |
$270K - $283K
|
13.7K
$686K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.05KNew |
$262K - $274K
|
5.05K
$252K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 26.9% |
$246K - $258K
|
22.4K
$1.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.67K+ 8.08% |
$242K - $254K
|
62.4K
$3.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.48K+ 5.86% |
$233K - $244K
|
81K
$4.05M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.35KNew |
$226K - $236K
|
4.35K
$218K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
4.3K+ 87.7% |
$223K - $234K
|
9.2K
$460K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.94KNew |
$205K - $214K
|
3.94K
$197K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
3.9KNew |
$202K - $212K
|
3.9K
$195K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.59K+ 79.27% |
$186K - $195K
|
8.11K
$406K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.53K+ 3.77% |
$183K - $191K
|
97.1K
$4.85M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.5K+ 46.0% |
$181K - $190K
|
11.1K
$555K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.22K+ 45928.57% |
$167K - $175K
|
3.22K
$161K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.93K+ 67.67% |
$152K - $159K
|
7.27K
$364K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
2.9K+ 76.84% |
$150K - $157K
|
6.67K
$334K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
2.82KNew |
$146K - $153K
|
2.82K
$141K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.7K+ 35.05% |
$140K - $146K
|
10.4K
$520K
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.53K+ 4.28% |
$131K - $137K
|
61.7K
$3.08M
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
2.5K+ 17.53% |
$130K - $136K
|
16.7K
$837K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.47K+ 7.03% |
$128K - $134K
|
37.5K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.46K+ 8.21% |
$127K - $133K
|
32.4K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.33K+ 47.42% |
$121K - $127K
|
7.25K
$363K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
2.33K+ 36.23% |
$121K - $127K
|
8.76K
$438K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.29K+ 20.39% |
$119K - $124K
|
13.5K
$675K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.24K+ 8.71% |
$116K - $122K
|
27.9K
$1.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 8.81% |
$108K - $113K
|
25.8K
$1.29M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 32.7% |
$86.9K - $90.9K
|
6.79K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.58K+ 0.73% |
$82.1K - $85.9K
|
217K
$10.8M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.57K+ 320.2% |
$81.4K - $85.2K
|
2.06K
$103K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.45K+ 50.23% |
$75K - $78.5K
|
4.32K
$216K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.42K+ 0.86% |
$73.7K - $77.2K
|
168K
$8.38M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 1.18% |
$73.6K - $77.1K
|
122K
$6.11M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.39K+ 18.92% |
$72.2K - $75.6K
|
8.75K
$438K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 19.13% |
$71.6K - $74.9K
|
8.59K
$430K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 7.56% |
$63.5K - $66.5K
|
17.4K
$871K
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
1.19K+ 2.39% |
$61.6K - $64.4K
|
50.7K
$2.54M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 16.55% |
$59.2K - $61.9K
|
8.03K
$402K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.06% |
$58.2K - $60.9K
|
55.6K
$2.78M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 9.84% |
$56.7K - $59.4K
|
12.2K
$610K
|