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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 8.64% |
$93.1K - $95.8K
|
24.5K
$1.23M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.87K+ 1.84% |
$89K - $91.5K
|
103K
$5.17M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.84KNew |
$88K - $90.5K
|
1.84K
$92.2K
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1.75K+ 0.62% |
$83.7K - $86K
|
286K
$14.3M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.7K+ 9.73% |
$81K - $83.3K
|
19.1K
$957K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 13.3% |
$77.9K - $80.1K
|
13.9K
$695K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.58K+ 0.42% |
$75.4K - $77.5K
|
381K
$19M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 187.57% |
$68.4K - $70.3K
|
2.2K
$110K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.23K+ 4.41% |
$58.5K - $60.1K
|
29K
$1.45M
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.17K+ 7.92% |
$56K - $57.5K
|
16K
$799K
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1.11K+ 4.19% |
$52.9K - $54.4K
|
27.5K
$1.38M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1K+ 36.76% |
$47.7K - $49.1K
|
3.72K
$186K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
912+ 4.23% |
$43.5K - $44.8K
|
22.5K
$1.12M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
905+ 7.44% |
$43.2K - $44.4K
|
13.1K
$654K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
832+ 11.9% |
$39.7K - $40.8K
|
7.83K
$391K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
759+ 1.74% |
$36.2K - $37.3K
|
44.4K
$2.22M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
748+ 0.8% |
$35.7K - $36.7K
|
94K
$4.7M
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
738+ 1.08% |
$35.2K - $36.2K
|
68.9K
$3.45M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 140.96% |
$35K - $36K
|
1.25K
$62.7K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
720+ 1.77% |
$34.4K - $35.3K
|
41.4K
$2.07M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
679+ 2.01% |
$32.4K - $33.3K
|
34.4K
$1.72M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
672+ 13.74% |
$32.1K - $33K
|
5.56K
$278K
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
648+ 7.15% |
$30.9K - $31.8K
|
9.71K
$486K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
646+ 10.88% |
$30.8K - $31.7K
|
6.58K
$329K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
639+ 3.02% |
$30.5K - $31.4K
|
21.8K
$1.09M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
585+ 5.15% |
$27.9K - $28.7K
|
11.9K
$597K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
517+ 7.18% |
$24.7K - $25.4K
|
7.72K
$386K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
514+ 12.61% |
$24.5K - $25.2K
|
4.59K
$230K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
490+ 7.31% |
$23.4K - $24K
|
7.2K
$360K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
390+ 0.89% |
$18.6K - $19.1K
|
44.4K
$2.22M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
390+ 4.57% |
$18.6K - $19.1K
|
8.92K
$446K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
371+ 1.4% |
$17.7K - $18.2K
|
27K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
371+ 0.45% |
$17.7K - $18.2K
|
83.2K
$4.16M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$16.9K - $17.4K
|
355
$17.8K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
336+ 0.91% |
$16K - $16.5K
|
37.2K
$1.86M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.07% |
$15.7K - $16.1K
|
16.1K
$807K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
310+ 125.0% |
$14.8K - $15.2K
|
558
$27.9K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$14.3K - $14.7K
|
300
$15K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
225+ 1.93% |
$10.7K - $11K
|
11.9K
$595K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
210+ 1.51% |
$10K - $10.3K
|
14.1K
$706K
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
204+ 4.58% |
$9.74K - $10K
|
4.66K
$233K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
199+ 2.08% |
$9.5K - $9.77K
|
9.75K
$488K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 1.19% |
$9.45K - $9.72K
|
16.9K
$843K
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
192+ 0.47% |
$9.17K - $9.42K
|
41.2K
$2.06M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
172+ 3.23% |
$8.21K - $8.44K
|
5.49K
$275K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
151New |
$7.21K - $7.41K
|
151
$7.55K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 18.86% |
$6.92K - $7.12K
|
914
$45.7K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
144+ 21.56% |
$6.87K - $7.07K
|
812
$40.6K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
127+ 1814.29% |
$6.06K - $6.23K
|
134
$6.7K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
112New |
$5.35K - $5.5K
|
112
$5.6K
|