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 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.13K- 3.25% |
$53.9K - $55.5K
|
33.6K
$1.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.18K- 13.25% |
$56.3K - $57.9K
|
7.72K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 9.61% |
$57.2K - $58.8K
|
11.3K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.22K- 18.0% |
$58.4K - $60K
|
5.57K
$279K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.29K- 3.97% |
$61.5K - $63.2K
|
31.1K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.3K- 11.3% |
$62K - $63.7K
|
10.2K
$509K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
SELL
|
- |
-1.36K- 7.22% |
$64.8K - $66.6K
|
17.4K
$872K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.43K- 5.46% |
$68.2K - $70.1K
|
24.8K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 19.96% |
$72.5K - $74.5K
|
6.09K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.58K- 13.91% |
$75.4K - $77.5K
|
9.78K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.61K- 0.9% |
$76.9K - $79.1K
|
177K
$8.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.51% |
$88.1K - $90.6K
|
10.1K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.93K- 3.37% |
$92.3K - $94.9K
|
55.4K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.45K- 3.54% |
$117K - $120K
|
66.8K
$3.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.57K- 29.31% |
$122K - $126K
|
6.19K
$309K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.57K- 15.35% |
$123K - $126K
|
14.2K
$708K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.92K- 11.3% |
$139K - $143K
|
22.9K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.17K- 80.95% |
$151K - $156K
|
746
$37.3K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 8.94% |
$159K - $163K
|
33.9K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.66K- 41.2% |
$175K - $180K
|
5.22K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.92K- 15.0% |
$187K - $192K
|
22.2K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.09K- 23.53% |
$195K - $201K
|
13.3K
$665K
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-4.17K- 6.77% |
$199K - $205K
|
57.4K
$2.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 3.77% |
$214K - $220K
|
114K
$5.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.66K- 11.25% |
$222K - $229K
|
36.7K
$1.84M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.91K- 8.68% |
$234K - $241K
|
51.6K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 0.91% |
$248K - $255K
|
569K
$28.4M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.23K- 17.12% |
$249K - $256K
|
25.3K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-6.27K- 5.19% |
$299K - $308K
|
115K
$5.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.35K- 27.27% |
$303K - $311K
|
16.9K
$846K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.37K- 25.56% |
$304K - $313K
|
18.6K
$928K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.4K- 29.09% |
$306K - $314K
|
15.6K
$780K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.35K- 4.16% |
$351K - $361K
|
169K
$8.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-7.93K- 39.96% |
$379K - $389K
|
11.9K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-8.62K- 9.37% |
$412K - $423K
|
83.4K
$4.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.75K- 2.15% |
$418K - $429K
|
398K
$19.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10K- 25.31% |
$480K - $493K
|
29.6K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 2.83% |
$480K - $493K
|
345K
$17.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.1K- 3.03% |
$481K - $494K
|
322K
$16.1M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10.3K- 47.63% |
$494K - $508K
|
11.4K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-11.1K- 11.53% |
$531K - $546K
|
85.4K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 60.74% |
$594K - $610K
|
8.04K
$402K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 60.74% |
$594K - $610K
|
8.04K
$402K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-13.5K- 2.74% |
$645K - $664K
|
480K
$24M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-14.3K- 77.8% |
$684K - $704K
|
4.09K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-14.4K- 86.26% |
$687K - $707K
|
2.29K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16K- 9.73% |
$763K - $784K
|
148K
$7.42M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.6K- 17.68% |
$842K - $866K
|
82.1K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-18.4K- 5.79% |
$877K - $902K
|
299K
$14.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19K- 18.98% |
$906K - $932K
|
81.1K
$4.05M
|