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 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.26KNew |
$355K - $380K
|
7.26K
$376K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.24K+ 183.52% |
$353K - $378K
|
11.2K
$579K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.69K+ 213.17% |
$327K - $350K
|
9.82K
$509K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
5.98K+ 89.61% |
$292K - $313K
|
12.7K
$655K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.93KNew |
$290K - $310K
|
5.93K
$307K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.8K+ 3788.24% |
$283K - $303K
|
5.95K
$308K
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.5K+ 2.67% |
$268K - $287K
|
211K
$10.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.18K+ 6.92% |
$253K - $271K
|
80K
$4.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.87KNew |
$238K - $254K
|
4.87K
$252K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.55KNew |
$222K - $238K
|
4.55K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.38K+ 31.93% |
$214K - $229K
|
18.1K
$937K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.36KNew |
$213K - $228K
|
4.36K
$226K
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.26KNew |
$208K - $223K
|
4.26K
$221K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4.01K+ 24.56% |
$196K - $210K
|
20.3K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 25.25% |
$188K - $202K
|
19.1K
$991K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.71K+ 43.17% |
$181K - $194K
|
12.3K
$637K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.36K+ 47.66% |
$164K - $176K
|
10.4K
$539K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 11.32% |
$143K - $153K
|
28.7K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 15.37% |
$140K - $150K
|
21.5K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.79K+ 63.44% |
$136K - $146K
|
7.18K
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.67KNew |
$130K - $140K
|
2.67K
$138K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.54K+ 4.07% |
$124K - $133K
|
65K
$3.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.43KNew |
$119K - $127K
|
2.43K
$126K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.35K+ 16.53% |
$115K - $123K
|
16.5K
$857K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
2.33K+ 10.4% |
$114K - $122K
|
24.8K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 2.83% |
$108K - $116K
|
80.3K
$4.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.05K+ 1.61% |
$100K - $107K
|
129K
$6.69M
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.97K+ 35.73% |
$96K - $103K
|
7.47K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.85K+ 1.81% |
$90.4K - $96.8K
|
104K
$5.38M
|
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
BUY
|
- |
1.73K+ 7.7% |
$84.2K - $90.2K
|
24.1K
$1.25M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.72K+ 23.67% |
$83.9K - $89.8K
|
8.97K
$465K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
1.7K+ 11.07% |
$82.8K - $88.6K
|
17K
$881K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.65K+ 17.04% |
$80.8K - $86.5K
|
11.4K
$588K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.62K+ 57.59% |
$79.3K - $84.9K
|
4.44K
$230K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.58K+ 40.52% |
$77K - $82.4K
|
5.47K
$283K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.57K+ 1.62% |
$76.8K - $82.2K
|
98.6K
$5.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.54K+ 7.32% |
$75.1K - $80.4K
|
22.5K
$1.17M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.49K+ 4.67% |
$72.5K - $77.6K
|
33.3K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 2.26% |
$68.2K - $73K
|
63.1K
$3.27M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.32KNew |
$64.3K - $68.9K
|
1.32K
$68.2K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.28KNew |
$62.3K - $66.7K
|
1.28K
$66.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.07K+ 6.0% |
$52.4K - $56.1K
|
18.9K
$982K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 0.62% |
$51K - $54.6K
|
169K
$8.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.02K+ 1.6% |
$49.9K - $53.4K
|
64.9K
$3.36M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
971New |
$47.4K - $50.8K
|
971
$50.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
890+ 831.78% |
$43.5K - $46.5K
|
997
$51.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
885+ 5.32% |
$43.2K - $46.3K
|
17.5K
$908K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
864+ 208.19% |
$42.2K - $45.2K
|
1.28K
$66.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
791+ 1.38% |
$38.6K - $41.4K
|
58.2K
$3.01M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
791+ 1.38% |
$38.6K - $41.4K
|
58.2K
$3.01M
|