Purchases and Sales Made in Q2 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
464K+ 380.07% |
$22.7M - $24.3M
|
586K
$29.3M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
311KNew |
$15.2M - $16.2M
|
311K
$15.5M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
241K+ 45.0% |
$11.7M - $12.6M
|
775K
$38.8M
|
|
Aug 03, 2022
Q2 2022
|
Matson Money. Inc.
|
BUY
|
- |
229K+ 2.77% |
$11.2M - $12M
|
8.51M
$426M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
215K+ 1166.67% |
$10.5M - $11.2M
|
233K
$11.7M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
199K+ 4161.09% |
$9.73M - $10.4M
|
204K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
194KNew |
$9.48M - $10.1M
|
194K
$9.7M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
190K+ 180.06% |
$9.28M - $9.94M
|
296K
$14.8M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 51.41% |
$8.86M - $9.48M
|
534K
$26.7M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
161K+ 115.37% |
$7.88M - $8.43M
|
301K
$15.1M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114K+ 54.48% |
$5.59M - $5.98M
|
324K
$16.2M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
110K+ 319.55% |
$5.36M - $5.74M
|
144K
$7.21M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
107K+ 206.86% |
$5.2M - $5.57M
|
158K
$7.9M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
102K+ 108.51% |
$4.98M - $5.33M
|
196K
$9.79M
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
81.7KNew |
$3.99M - $4.27M
|
81.7K
$4.09M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
65.6K+ 88.81% |
$3.2M - $3.43M
|
139K
$6.97M
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
58K+ 715.37% |
$2.83M - $3.03M
|
66.1K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.9K+ 446.5% |
$2.78M - $2.98M
|
69.7K
$3.48M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.7K+ 108.28% |
$2.23M - $2.39M
|
87.8K
$4.39M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.9K+ 34.59% |
$2M - $2.14M
|
159K
$7.97M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 3.57% |
$1.81M - $1.93M
|
1.07M
$53.6M
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
BUY
|
- |
35.4K+ 74.49% |
$1.73M - $1.85M
|
82.9K
$4.14M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
31.5K+ 12.26% |
$1.54M - $1.65M
|
289K
$14.4M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
30.8KNew |
$1.5M - $1.61M
|
30.8K
$1.54M
|
|
Jul 12, 2022
Q2 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
30.2K+ 6.3% |
$1.47M - $1.58M
|
510K
$25.5M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27KNew |
$1.32M - $1.41M
|
27K
$1.35M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
25.8K+ 33.68% |
$1.26M - $1.35M
|
102K
$5.12M
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
21.9KNew |
$1.07M - $1.14M
|
21.9K
$1.09M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
21.1KNew |
$1.03M - $1.1M
|
21.1K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
20.9KNew |
$1.02M - $1.09M
|
20.9K
$1.05M
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
20.5KNew |
$1M - $1.07M
|
20.5K
$1.02M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
19.5K+ 9.7% |
$954K - $1.02M
|
221K
$11M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
19.5K+ 172.54% |
$952K - $1.02M
|
30.8K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.5K+ 0.15% |
$951K - $1.02M
|
12.9M
$645M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
18.8K+ 23.44% |
$916K - $981K
|
98.8K
$4.94M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 5.41% |
$896K - $959K
|
357K
$17.9M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
16KNew |
$782K - $837K
|
16K
$800K
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
15.4K+ 304.56% |
$750K - $803K
|
20.4K
$1.02M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
15.2K+ 82.07% |
$741K - $793K
|
33.7K
$1.68M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
15KNew |
$732K - $783K
|
15K
$749K
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
14.6K+ 200.94% |
$713K - $764K
|
21.9K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.5K+ 108.5% |
$707K - $757K
|
27.8K
$1.39M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
11K+ 13.82% |
$539K - $577K
|
91K
$4.55M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
11K+ 282.49% |
$538K - $576K
|
14.9K
$746K
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.34KNew |
$456K - $488K
|
9.34K
$467K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
8.86K+ 37.09% |
$433K - $463K
|
32.7K
$1.64M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.96KNew |
$389K - $416K
|
7.96K
$398K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.86KNew |
$384K - $411K
|
7.86K
$393K
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
7.32K+ 2.07% |
$358K - $383K
|
362K
$18.1M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.27KNew |
$355K - $380K
|
7.27K
$363K
|