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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
780+ 18.05% |
$38.1K - $40.8K
|
5.1K
$255K
|
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
734+ 0.28% |
$35.8K - $38.4K
|
262K
$13.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
596+ 3.42% |
$29.1K - $31.2K
|
18K
$901K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
555New |
$27.1K - $29K
|
555
$27.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
514+ 2.3% |
$25.1K - $26.9K
|
22.9K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
420+ 4.8% |
$20.5K - $22K
|
9.17K
$459K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
414+ 1.61% |
$20.2K - $21.6K
|
26.2K
$1.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
381New |
$18.6K - $19.9K
|
381
$19.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
370+ 2.21% |
$18.1K - $19.3K
|
17.1K
$856K
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
341+ 0.54% |
$16.7K - $17.8K
|
63.7K
$3.18M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
322+ 0.58% |
$15.7K - $16.8K
|
55.9K
$2.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
294+ 0.06% |
$14.4K - $15.4K
|
490K
$24.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
274+ 4.92% |
$13.4K - $14.3K
|
5.85K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
231+ 0.71% |
$11.3K - $12.1K
|
32.6K
$1.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
229New |
$11.2K - $12K
|
229
$11.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
227New |
$11.1K - $11.9K
|
227
$11.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
224+ 2.02% |
$10.9K - $11.7K
|
11.3K
$566K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 2.32% |
$10.5K - $11.2K
|
9.49K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
212+ 0.65% |
$10.4K - $11.1K
|
32.7K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
197+ 3.16% |
$9.62K - $10.3K
|
6.42K
$321K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
159+ 1.22% |
$7.77K - $8.31K
|
13.2K
$658K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
103New |
$5.03K - $5.38K
|
103
$5.15K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82+ 1.24% |
$4K - $4.29K
|
6.69K
$335K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66New |
$3.22K - $3.45K
|
66
$3.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
30+ 0.49% |
$1.47K - $1.57K
|
6.12K
$306K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
28+ 140.0% |
$1.37K - $1.46K
|
48
$2.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
25New |
$1.22K - $1.31K
|
25
$1.25K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$977 - $1.05K
|
20
$1K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 2.54% |
$830 - $889
|
687
$34.4K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$488 - $523
|
10
$500
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.04% |
$97.7 - $105
|
4.47K
$223K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2- 0.01% |
$97.7 - $105
|
34.5K
$1.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6- 6.67% |
$293 - $314
|
84
$4.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-33- 0.68% |
$1.61K - $1.73K
|
4.82K
$241K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 20.0% |
$2.88K - $3.08K
|
236
$11.8K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-70- 53.03% |
$3.42K - $3.66K
|
62
$3.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-75- 0.86% |
$3.66K - $3.92K
|
8.69K
$434K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-80- 0.66% |
$3.91K - $4.18K
|
12.1K
$606K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-114- 0.61% |
$5.57K - $5.96K
|
18.7K
$934K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-116Closed |
$5.67K - $6.06K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-135- 0.88% |
$6.59K - $7.06K
|
15.3K
$764K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.11% |
$7.62K - $8.16K
|
4.86K
$243K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157- 3.84% |
$7.67K - $8.21K
|
3.93K
$197K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-158- 4.9% |
$7.72K - $8.26K
|
3.06K
$153K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-198- 4.73% |
$9.67K - $10.4K
|
3.99K
$199K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-209- 2.72% |
$10.2K - $10.9K
|
7.48K
$374K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-213- 4.07% |
$10.4K - $11.1K
|
5.03K
$251K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-247- 4.38% |
$12.1K - $12.9K
|
5.39K
$269K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-254- 69.97% |
$12.4K - $13.3K
|
109
$5.45K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-314- 25.63% |
$15.3K - $16.4K
|
911
$45.6K
|