Purchases and Sales Made in Q1 2023 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2023. 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, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.76M+ 160419.28% |
$132M - $136M
|
2.76M
$138M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.57M+ 2275.65% |
$74.8M - $76.9M
|
1.64M
$81.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.18M+ 1478.63% |
$56.3M - $57.9M
|
1.26M
$63M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
750K+ 23890.31% |
$35.8M - $36.8M
|
753K
$37.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
288K+ 35.22% |
$13.7M - $14.1M
|
1.1M
$55.2M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
174KNew |
$8.28M - $8.52M
|
174K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
169K+ 222.45% |
$8.09M - $8.31M
|
246K
$12.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
153K+ 51.53% |
$7.29M - $7.49M
|
449K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
130K+ 145.13% |
$6.19M - $6.36M
|
219K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
128KNew |
$6.12M - $6.29M
|
128K
$6.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
124K+ 184.66% |
$5.9M - $6.06M
|
190K
$9.52M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
106K+ 7.14% |
$5.05M - $5.2M
|
1.59M
$79.5M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
86.7K+ 46.37% |
$4.14M - $4.26M
|
274K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.6K+ 1.97% |
$3.8M - $3.91M
|
4.13M
$207M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.8K+ 211.81% |
$3.76M - $3.87M
|
116K
$5.8M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
69.8K+ 8.56% |
$3.33M - $3.43M
|
885K
$44.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 12.85% |
$3.04M - $3.13M
|
560K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.4K+ 274.68% |
$2.69M - $2.77M
|
76.9K
$3.84M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
47.2K+ 17.08% |
$2.26M - $2.32M
|
324K
$16.2M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
45.6K+ 323.59% |
$2.18M - $2.24M
|
59.7K
$2.98M
|
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
BUY
|
- |
44.8K+ 0.53% |
$2.14M - $2.2M
|
8.5M
$425M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.5K+ 416.26% |
$2.12M - $2.18M
|
55.2K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 3.91% |
$2.01M - $2.07M
|
1.12M
$56.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
40KNew |
$1.91M - $1.96M
|
40K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 23.35% |
$1.9M - $1.96M
|
211K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
38.7K+ 11.58% |
$1.85M - $1.9M
|
373K
$18.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.6K+ 14.27% |
$1.75M - $1.79M
|
293K
$14.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32.8K+ 8.85% |
$1.57M - $1.61M
|
403K
$20.2M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
30.7K+ 31.08% |
$1.47M - $1.51M
|
130K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.5K+ 18.95% |
$1.46M - $1.5M
|
191K
$9.57M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
27.3K+ 24.21% |
$1.3M - $1.34M
|
140K
$7.01M
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
20.8K+ 7.4% |
$993K - $1.02M
|
302K
$15.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.1KNew |
$957K - $984K
|
20.1K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
20K+ 45.57% |
$954K - $981K
|
63.8K
$3.19M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.2K+ 7.8% |
$914K - $940K
|
265K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 4.25% |
$794K - $817K
|
408K
$20.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16.6K+ 19.81% |
$792K - $815K
|
100K
$5.02M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4K+ 100.69% |
$783K - $805K
|
32.7K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13.1K+ 78.32% |
$627K - $645K
|
29.9K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.7KNew |
$559K - $575K
|
11.7K
$586K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10.8K+ 70.9% |
$515K - $529K
|
26K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.6K+ 5.89% |
$504K - $518K
|
190K
$9.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
10.1K+ 1.94% |
$483K - $497K
|
532K
$26.6M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.93K+ 8.0% |
$474K - $487K
|
134K
$6.7M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.66K+ 15.7% |
$461K - $474K
|
71.2K
$3.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.14KNew |
$437K - $449K
|
9.14K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.97KNew |
$428K - $440K
|
8.97K
$449K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
8.94K+ 70.05% |
$427K - $439K
|
21.7K
$1.09M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.66K+ 102.23% |
$413K - $425K
|
17.1K
$857K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 2.07% |
$394K - $405K
|
408K
$20.4M
|