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 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.09K- 22.13% |
$160K - $168K
|
10.9K
$544K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.59K- 3.0% |
$187K - $195K
|
116K
$5.81M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.69KClosed |
$192K - $201K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.7KClosed |
$192K - $201K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3.7K- 1.13% |
$192K - $201K
|
324K
$16.2M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.01K- 9.46% |
$208K - $218K
|
38.4K
$1.92M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.03KClosed |
$209K - $219K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.19K- 5.22% |
$218K - $228K
|
76.1K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.27K- 39.09% |
$222K - $232K
|
6.65K
$333K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.31KClosed |
$224K - $234K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.32KClosed |
$224K - $234K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.58KClosed |
$238K - $249K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5K- 30.17% |
$259K - $271K
|
11.6K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.06K- 4.1% |
$263K - $275K
|
118K
$5.92M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.12KClosed |
$266K - $278K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.14K- 54.74% |
$267K - $279K
|
4.25K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.15K- 13.93% |
$267K - $279K
|
31.8K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.15K- 17.78% |
$267K - $280K
|
23.8K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.31K- 28.78% |
$276K - $289K
|
13.2K
$658K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.38K- 11.04% |
$279K - $292K
|
43.3K
$2.17M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.4KClosed |
$280K - $293K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.48K- 9.64% |
$285K - $298K
|
51.4K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.53K- 12.05% |
$287K - $300K
|
40.4K
$2.02M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.35K- 58.71% |
$329K - $345K
|
4.46K
$223K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.36K- 13.1% |
$330K - $345K
|
42.2K
$2.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.55KClosed |
$340K - $355K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.63KClosed |
$344K - $360K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.88K- 11.78% |
$357K - $374K
|
51.5K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.38K- 18.52% |
$383K - $401K
|
32.5K
$1.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.48K- 59.42% |
$388K - $406K
|
5.11K
$255K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.66KClosed |
$397K - $416K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.46K- 66.64% |
$439K - $460K
|
4.24K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.92K- 10.56% |
$463K - $485K
|
75.6K
$3.78M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.07K- 74.31% |
$471K - $493K
|
3.14K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-9.66K- 13.66% |
$501K - $525K
|
61.1K
$3.05M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.4KClosed |
$540K - $565K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.6K- 23.57% |
$552K - $578K
|
34.5K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.2KClosed |
$582K - $609K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$604K - $632K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7KClosed |
$609K - $637K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-13.4KClosed |
$698K - $730K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 26.23% |
$704K - $737K
|
38.1K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-13.7KClosed |
$709K - $742K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15.5KClosed |
$804K - $841K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-17.7KClosed |
$919K - $962K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-19.5K- 23.55% |
$1.01M - $1.06M
|
63.3K
$3.17M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.1K- 91.64% |
$1.1M - $1.15M
|
1.93K
$96.3K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-22.4KClosed |
$1.16M - $1.22M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.4K- 31.03% |
$1.21M - $1.27M
|
51.9K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.4KClosed |
$1.22M - $1.27M
|
0
$0
|