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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.77K - $4.91K
|
100
$5K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$4.3K - $4.42K
|
90
$4.5K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
88+ 0.02% |
$4.2K - $4.32K
|
387K
$19.3M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80+ 15.3% |
$3.82K - $3.93K
|
603
$30.2K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80New |
$3.82K - $3.93K
|
80
$4K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
45+ 0.28% |
$2.15K - $2.21K
|
16.1K
$803K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
41+ 8.69% |
$1.96K - $2.01K
|
513
$25.7K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40+ 200.0% |
$1.91K - $1.96K
|
60
$3K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37New |
$1.77K - $1.82K
|
37
$1.85K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
33+ 0.08% |
$1.58K - $1.62K
|
43.9K
$2.2M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 19.12% |
$621 - $638
|
81
$4.05K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11+ 0.27% |
$525 - $540
|
4.03K
$202K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.79% |
$143 - $147
|
383
$19.2K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-5- 0.1% |
$239 - $245
|
5K
$250K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 37.5% |
$286 - $294
|
10
$500
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-17- 15.32% |
$812 - $834
|
94
$4.7K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.29K - $1.33K
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-40- 0.62% |
$1.91K - $1.96K
|
6.43K
$321K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46- 53.49% |
$2.2K - $2.26K
|
40
$2K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-53- 1.15% |
$2.53K - $2.6K
|
4.57K
$229K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-61- 0.58% |
$2.91K - $2.99K
|
10.4K
$521K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-71- 0.92% |
$3.39K - $3.48K
|
7.61K
$381K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-115- 1.64% |
$5.49K - $5.64K
|
6.9K
$345K
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-123- 0.39% |
$5.87K - $6.04K
|
31.6K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127- 1.33% |
$6.06K - $6.23K
|
9.42K
$471K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-127- 94.78% |
$6.06K - $6.23K
|
7
$350
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-136- 9.05% |
$6.49K - $6.67K
|
1.37K
$68.3K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-145- 0.71% |
$6.92K - $7.12K
|
20.4K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-176- 8.4% |
$8.4K - $8.64K
|
1.92K
$96K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-176- 7.77% |
$8.4K - $8.64K
|
2.09K
$104K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-211- 0.73% |
$10.1K - $10.4K
|
28.9K
$1.44M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-277- 9.05% |
$13.2K - $13.6K
|
2.78K
$139K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 4.66% |
$13.3K - $13.7K
|
5.71K
$286K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 3.96% |
$14.8K - $15.2K
|
7.49K
$375K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-316- 1.58% |
$15.1K - $15.5K
|
19.6K
$982K
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-330- 1.01% |
$15.8K - $16.2K
|
32.4K
$1.62M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-360- 7.35% |
$17.2K - $17.7K
|
4.54K
$227K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-407- 8.04% |
$19.4K - $20K
|
4.65K
$233K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-425Closed |
$20.3K - $20.9K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-441- 8.4% |
$21.1K - $21.6K
|
4.81K
$241K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-450- 3.14% |
$21.5K - $22.1K
|
13.9K
$695K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-464- 3.73% |
$22.2K - $22.8K
|
12K
$598K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-487- 16.95% |
$23.2K - $23.9K
|
2.39K
$119K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-495- 2.97% |
$23.6K - $24.3K
|
16.2K
$809K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-571- 2.14% |
$27.3K - $28K
|
26.1K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-657- 1.47% |
$31.4K - $32.2K
|
43.9K
$2.2M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-669- 1.06% |
$31.9K - $32.8K
|
62.6K
$3.13M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-789- 0.18% |
$37.7K - $38.7K
|
442K
$22.1M
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-932- 1.66% |
$44.5K - $45.7K
|
55.3K
$2.77M
|