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 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-23.9K- 67.78% |
$1.24M - $1.3M
|
11.4K
$568K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-26.5K- 72.75% |
$1.37M - $1.44M
|
9.92K
$496K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-27.8KClosed |
$1.44M - $1.51M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-29.6K- 7.71% |
$1.54M - $1.61M
|
354K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.7K- 6.75% |
$1.54M - $1.61M
|
410K
$20.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-31K- 6.06% |
$1.61M - $1.68M
|
479K
$24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.1K- 10.74% |
$1.61M - $1.69M
|
258K
$12.9M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-37K- 69.39% |
$1.92M - $2.01M
|
16.3K
$816K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-38.5K- 35.39% |
$2M - $2.09M
|
70.2K
$3.51M
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-39.1KClosed |
$2.03M - $2.13M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-42K- 46.93% |
$2.18M - $2.28M
|
47.5K
$2.38M
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-42.5K- 23.63% |
$2.2M - $2.31M
|
137K
$6.86M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-43.4K- 12.41% |
$2.25M - $2.36M
|
306K
$15.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.1K- 91.73% |
$2.34M - $2.45M
|
4.07K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-46.1K- 29.42% |
$2.39M - $2.5M
|
111K
$5.53M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-46.7K- 8.45% |
$2.42M - $2.53M
|
506K
$25.3M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49K- 22.85% |
$2.54M - $2.66M
|
165K
$8.27M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-54.3K- 36.62% |
$2.82M - $2.95M
|
93.9K
$4.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-56.2KClosed |
$2.92M - $3.05M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.7K- 4.69% |
$3.1M - $3.24M
|
1.21M
$60.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-70.7K- 67.27% |
$3.67M - $3.84M
|
34.4K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-81.2K- 81.5% |
$4.21M - $4.41M
|
18.4K
$922K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-98.8KClosed |
$5.13M - $5.37M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-103K- 23.3% |
$5.35M - $5.59M
|
339K
$17M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-123KClosed |
$6.39M - $6.68M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-183K- 25.53% |
$9.51M - $9.96M
|
535K
$26.7M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-191K- 1.46% |
$9.9M - $10.4M
|
12.9M
$644M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-210K- 40.2% |
$10.9M - $11.4M
|
313K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-259K- 25.76% |
$13.4M - $14M
|
745K
$37.3M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-499K- 73.23% |
$25.9M - $27.1M
|
183K
$9.13M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-829K- 97.95% |
$43M - $45M
|
17.3K
$866K
|