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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.08K- 38.74% |
$199K - $213K
|
6.45K
$334K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.24KClosed |
$207K - $222K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.25KClosed |
$208K - $222K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35KClosed |
$212K - $227K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4KClosed |
$215K - $230K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.44K- 81.47% |
$217K - $232K
|
1.01K
$52.3K
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.61K- 47.21% |
$225K - $241K
|
5.16K
$267K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.11KClosed |
$249K - $267K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.54K- 49.79% |
$270K - $289K
|
5.58K
$289K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.57K- 2.27% |
$272K - $291K
|
240K
$12.4M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.63KClosed |
$275K - $295K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.65KClosed |
$325K - $348K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-6.7KClosed |
$327K - $350K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.74K- 64.86% |
$329K - $352K
|
3.65K
$189K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-6.92K- 9.09% |
$338K - $362K
|
69.2K
$3.59M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.24K- 14.08% |
$354K - $379K
|
44.2K
$2.29M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-7.42K- 12.15% |
$362K - $388K
|
53.6K
$2.78M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.45K- 6.87% |
$364K - $389K
|
101K
$5.23M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.47K- 17.25% |
$365K - $391K
|
35.9K
$1.86M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.93K- 9.79% |
$387K - $414K
|
73K
$3.78M
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.34K- 6.8% |
$456K - $488K
|
128K
$6.62M
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-9.68K- 71.97% |
$473K - $506K
|
3.77K
$195K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-9.95K- 55.43% |
$486K - $520K
|
8K
$414K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.3K- 9.28% |
$501K - $536K
|
100K
$5.2M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-11K- 35.09% |
$535K - $573K
|
20.3K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-11K- 27.32% |
$539K - $577K
|
29.3K
$1.52M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-11.1K- 3.59% |
$540K - $578K
|
297K
$15.4M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 7.63% |
$545K - $583K
|
135K
$7M
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$555K - $594K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$565K - $605K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$659K - $705K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-13.5K- 26.71% |
$662K - $708K
|
37.2K
$1.93M
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-14K- 25.39% |
$683K - $731K
|
41.1K
$2.13M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.3K- 0.84% |
$696K - $745K
|
1.68M
$86.8M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14.5K- 61.6% |
$710K - $760K
|
9.06K
$469K
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-15K- 92.24% |
$730K - $782K
|
1.26K
$65.2K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15K- 29.49% |
$734K - $786K
|
35.9K
$1.86M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.9K- 8.69% |
$775K - $829K
|
167K
$8.63M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-16KClosed |
$783K - $838K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-16.7K- 76.81% |
$813K - $871K
|
5.03K
$260K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18K- 10.73% |
$877K - $939K
|
149K
$7.74M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.7K- 39.83% |
$1.01M - $1.08M
|
31.2K
$1.62M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-21.4K- 71.17% |
$1.04M - $1.12M
|
8.67K
$449K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.8K- 57.18% |
$1.07M - $1.14M
|
16.3K
$846K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-22.3K- 37.76% |
$1.09M - $1.17M
|
36.8K
$1.91M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-22.4K- 53.77% |
$1.1M - $1.17M
|
19.3K
$1M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-22.7K- 47.31% |
$1.11M - $1.19M
|
25.3K
$1.31M
|
|
Aug 10, 2022
Q2 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-26.8K- 8.26% |
$1.31M - $1.4M
|
298K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-28.5K- 5.64% |
$1.39M - $1.49M
|
477K
$24.7M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30.9K- 10.11% |
$1.51M - $1.62M
|
275K
$14.3M
|