Purchases and Sales Made in Q1 2023 in Ishares Tr Core Intl Aggregate (IAGG)

IAGG Quotes by TradingView

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
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
8.24K
+ 5.85%
$394K - $405K
149K $7.46M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
8.02K
+ 8021.0%
$383K - $394K
8.12K $406K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.93K
+ 9.11%
$378K - $389K
94.9K $4.75M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
7.74K
+ 3.49%
$370K - $380K
229K $11.5M
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
7.56K
+ 31.73%
$361K - $371K
31.4K $1.57M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
7.19K
+ 2.38%
$343K - $353K
309K $15.5M
May 02, 2023 Q1 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
7.08K
New
$338K - $347K
7.08K $354K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.22K
New
$297K - $305K
6.22K $311K
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
6.08K
+ 15.27%
$290K - $298K
45.9K $2.29M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
5.95K
+ 10.14%
$284K - $292K
64.7K $3.23M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
5.69K
New
$272K - $279K
5.69K $285K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
5.61K
New
$268K - $275K
5.61K $280K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
5.41K
New
$258K - $266K
5.41K $271K
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
5.33K
+ 2.4%
$254K - $261K
227K $11.4M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
5.33K
+ 2.4%
$254K - $261K
227K $11.4M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
5.07K
+ 17.96%
$242K - $249K
33.3K $1.67M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
5.05K
+ 24.14%
$241K - $248K
26K $1.3M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.02K
+ 93.71%
$240K - $247K
10.4K $519K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.94K
+ 1.9%
$236K - $243K
265K $13.2M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
4.77K
New
$228K - $234K
4.77K $238K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
4.74K
+ 3.3%
$226K - $233K
148K $7.42M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
4.67K
+ 2.03%
$223K - $229K
235K $11.8M
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
4.54K
New
$217K - $223K
4.54K $227K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.45K
+ 8.38%
$213K - $219K
57.6K $2.88M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.45K
+ 8.38%
$213K - $219K
57.6K $2.88M
May 19, 2023 Q1 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
4.26K
New
$203K - $209K
4.26K $213K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4.23K
+ 0.97%
$202K - $208K
442K $22.1M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
4.15K
New
$198K - $204K
4.15K $208K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
4.15K
New
$198K - $204K
4.15K $207K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
4.14K
New
$198K - $203K
4.14K $207K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
4.14K
+ 19.08%
$197K - $203K
25.8K $1.29M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
3.5K
+ 46.89%
$167K - $172K
11K $548K
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
3.45K
+ 6.22%
$165K - $169K
58.9K $2.94M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
3.31K
+ 207.53%
$158K - $162K
4.9K $245K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.22K
+ 37.15%
$154K - $158K
11.9K $594K
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
3.18K
+ 13.16%
$152K - $156K
27.3K $1.37M
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

BUY
 -
3.17K
+ 6.66%
$151K - $155K
50.7K $2.53M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
3.12K
+ 2.98%
$149K - $153K
108K $5.4M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.1K
+ 1773.71%
$148K - $152K
3.28K $164K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.09K
+ 9.99%
$148K - $152K
34K $1.7M
May 15, 2023 Q1 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
3.04K
New
$145K - $149K
3.04K $152K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.72K
+ 8.43%
$130K - $133K
35K $1.75M
May 17, 2024 Q1 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
2.69K
+ 764.77%
$129K - $132K
3.04K $152K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.69K
+ 12.94%
$128K - $132K
23.5K $1.17M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.53K
+ 22.91%
$121K - $124K
13.6K $679K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
2.47K
+ 5.47%
$118K - $121K
47.7K $2.38M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.09K
+ 3.92%
$100K - $103K
55.5K $2.77M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
2K
+ 8.61%
$95.5K - $98.2K
25.2K $1.26M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.96K
+ 26.96%
$93.4K - $96K
9.21K $461K

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