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 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-34.5K- 22.58% |
$1.68M - $1.8M
|
118K
$6.12M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.2K- 8.83% |
$1.77M - $1.89M
|
374K
$19.4M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-38.5KClosed |
$1.88M - $2.01M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-42.2KClosed |
$2.06M - $2.2M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-43K- 74.95% |
$2.1M - $2.25M
|
14.4K
$744K
|
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-49.3K- 15.75% |
$2.41M - $2.58M
|
264K
$13.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.8K- 4.26% |
$2.53M - $2.71M
|
1.16M
$60.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-53K- 53.76% |
$2.59M - $2.77M
|
45.6K
$2.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-55K- 42.38% |
$2.69M - $2.88M
|
74.8K
$3.87M
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-55.5K- 18.96% |
$2.71M - $2.9M
|
237K
$12.3M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-59.1K- 15.99% |
$2.89M - $3.09M
|
310K
$16.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-81K- 16.5% |
$3.96M - $4.24M
|
410K
$21.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-81.4K- 14.71% |
$3.98M - $4.26M
|
472K
$24.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-138K- 45.59% |
$6.75M - $7.23M
|
165K
$8.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-165KClosed |
$8.08M - $8.65M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201K- 92.92% |
$9.84M - $10.5M
|
15.4K
$795K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-244K- 39.54% |
$11.9M - $12.8M
|
373K
$19.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-269K- 89.86% |
$13.1M - $14.1M
|
30.4K
$1.57M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-310K- 74.07% |
$15.2M - $16.2M
|
109K
$5.63M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-346K- 94.71% |
$16.9M - $18.1M
|
19.3K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-431K- 57.81% |
$21M - $22.5M
|
315K
$16.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-468K- 86.19% |
$22.9M - $24.5M
|
75K
$3.88M
|