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
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-19.7K- 38.56% |
$942K - $968K
|
31.4K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.9K- 8.59% |
$951K - $978K
|
212K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-24.3K- 74.04% |
$1.16M - $1.19M
|
8.54K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-45.9K- 71.98% |
$2.19M - $2.25M
|
17.9K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.8K- 90.84% |
$2.23M - $2.3M
|
4.72K
$236K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-52.9K- 82.84% |
$2.52M - $2.59M
|
11K
$548K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-57.7K- 17.08% |
$2.75M - $2.83M
|
280K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-60.2K- 89.49% |
$2.87M - $2.95M
|
7.07K
$353K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-63.9K- 4.02% |
$3.05M - $3.13M
|
1.52M
$76.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.8K- 67.93% |
$3.76M - $3.87M
|
37.2K
$1.86M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-83.2KClosed |
$3.97M - $4.08M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-108K- 74.63% |
$5.15M - $5.29M
|
36.7K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-145K- 12.48% |
$6.92M - $7.11M
|
1.02M
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 23.63% |
$7.13M - $7.33M
|
482K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-192K- 96.61% |
$9.16M - $9.42M
|
6.74K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-794K- 65.64% |
$37.9M - $38.9M
|
415K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.87M- 21.08% |
$137M - $141M
|
10.8M
$538M
|