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 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1K+ 5.67% |
$52K - $54.4K
|
18.7K
$933K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
975New |
$50.6K - $53K
|
975
$48.8K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
968+ 0.38% |
$50.2K - $52.6K
|
258K
$12.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
936+ 1.27% |
$48.6K - $50.8K
|
74.8K
$3.74M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
915+ 68.28% |
$47.5K - $49.7K
|
2.26K
$113K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
867New |
$45K - $47.1K
|
867
$43.4K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
859+ 1.52% |
$44.6K - $46.7K
|
57.4K
$2.87M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
859+ 1.52% |
$44.6K - $46.7K
|
57.4K
$2.87M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
842+ 10.3% |
$43.7K - $45.7K
|
9.02K
$451K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
791+ 1.91% |
$41.1K - $43K
|
42.2K
$2.11M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
778+ 7.2% |
$40.4K - $42.3K
|
11.6K
$580K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
750+ 15.79% |
$38.9K - $40.7K
|
5.5K
$275K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
726+ 0.92% |
$37.7K - $39.4K
|
79.9K
$4M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
650+ 0.82% |
$33.7K - $35.3K
|
80K
$4M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
646+ 1700.0% |
$33.5K - $35.1K
|
684
$34.2K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
574+ 3.57% |
$29.8K - $31.2K
|
16.7K
$833K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
549New |
$28.5K - $29.8K
|
549
$27.5K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
545New |
$28.3K - $29.6K
|
545
$27.3K
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
BUY
|
- |
472+ 2.15% |
$24.5K - $25.6K
|
22.4K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
466+ 4.6% |
$24.2K - $25.3K
|
10.6K
$530K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
411+ 1.62% |
$21.3K - $22.3K
|
25.8K
$1.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
378+ 7.92% |
$19.6K - $20.5K
|
5.15K
$258K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
265+ 1.09% |
$13.8K - $14.4K
|
24.5K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243+ 202.5% |
$12.6K - $13.2K
|
363
$18.2K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
225+ 1.11% |
$11.7K - $12.2K
|
20.5K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
180+ 2.37% |
$9.34K - $9.78K
|
7.76K
$388K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
149+ 5.58% |
$7.73K - $8.09K
|
2.82K
$141K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$7.37K - $7.71K
|
142
$7.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
134+ 3.57% |
$6.95K - $7.28K
|
3.89K
$194K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
122+ 2.61% |
$6.33K - $6.63K
|
4.79K
$240K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.52% |
$5.97K - $6.25K
|
7.69K
$384K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 12.51% |
$5.61K - $5.87K
|
971
$48.6K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
97+ 2.67% |
$5.03K - $5.27K
|
3.73K
$186K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
60+ 9.84% |
$3.11K - $3.26K
|
670
$33.5K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
59+ 163.89% |
$3.06K - $3.2K
|
95
$4.75K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
51+ 0.33% |
$2.65K - $2.77K
|
15.4K
$771K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46+ 0.3% |
$2.39K - $2.5K
|
15.3K
$764K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
42+ 46.67% |
$2.18K - $2.28K
|
132
$6.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
28+ 0.16% |
$1.45K - $1.52K
|
17.9K
$894K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6New |
$311 - $326
|
6
$300
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$51.9 - $54.3
|
1
$50
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 1.67% |
$156 - $163
|
177
$8.85K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 1.43% |
$311 - $326
|
415
$20.8K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-34- 0.7% |
$1.76K - $1.85K
|
4.85K
$243K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-60Closed |
$3.11K - $3.26K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-62- 1.46% |
$3.22K - $3.37K
|
4.18K
$209K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66Closed |
$3.43K - $3.58K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 0.38% |
$4.15K - $4.34K
|
21K
$1.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-84- 43.98% |
$4.36K - $4.56K
|
107
$5.35K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-105- 0.03% |
$5.45K - $5.7K
|
303K
$15.2M
|