Purchases and Sales Made in Q3 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.39MNew |
$66.6M - $71.6M
|
1.39M
$69.4M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
369K+ 1912.55% |
$17.7M - $19M
|
388K
$19.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225K+ 1044.29% |
$10.8M - $11.6M
|
246K
$12.3M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
139K+ 46.23% |
$6.68M - $7.18M
|
440K
$22M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 35.16% |
$5.31M - $5.71M
|
425K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
92.8K+ 47.81% |
$4.45M - $4.79M
|
287K
$14.3M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
80.3K+ 88.26% |
$3.85M - $4.14M
|
171K
$8.57M
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
BUY
|
- |
63K+ 370.21% |
$3.02M - $3.25M
|
80K
$4M
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
43.3K+ 155.44% |
$2.08M - $2.23M
|
71.1K
$3.56M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.2KNew |
$2.07M - $2.23M
|
43.2K
$2.16M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
40.9KNew |
$1.96M - $2.11M
|
40.9K
$2.05M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
37.6K+ 2986.66% |
$1.8M - $1.94M
|
38.9K
$1.94M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
33.1K+ 22.13% |
$1.59M - $1.71M
|
182K
$9.13M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32.8KNew |
$1.57M - $1.69M
|
32.8K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32.5K+ 46.63% |
$1.56M - $1.68M
|
102K
$5.11M
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
31.6KNew |
$1.52M - $1.63M
|
31.6K
$1.58M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
31.3K+ 26.47% |
$1.5M - $1.61M
|
149K
$7.47M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26.2K+ 29.84% |
$1.26M - $1.35M
|
114K
$5.7M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
25.6K+ 225.73% |
$1.23M - $1.32M
|
37K
$1.85M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
23.6KNew |
$1.13M - $1.22M
|
23.6K
$1.18M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.6K+ 136.91% |
$1.09M - $1.17M
|
39.2K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 3.59% |
$1.01M - $1.08M
|
607K
$30.4M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
20.9K+ 182.37% |
$1.01M - $1.08M
|
32.4K
$1.62M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 190.15% |
$987K - $1.06M
|
31.4K
$1.57M
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
20.2KNew |
$969K - $1.04M
|
20.2K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18KNew |
$863K - $928K
|
18K
$900K
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
16.7K+ 6.95% |
$801K - $861K
|
257K
$12.8M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
16.6KNew |
$796K - $856K
|
16.6K
$830K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
16.4K+ 80.94% |
$788K - $847K
|
36.7K
$1.83M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
15.4K+ 52.4% |
$738K - $793K
|
44.7K
$2.24M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 9.38% |
$711K - $764K
|
173K
$8.64M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
13.6K+ 44.22% |
$653K - $702K
|
44.4K
$2.22M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.3K+ 282.36% |
$591K - $635K
|
16.7K
$834K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.3KNew |
$588K - $633K
|
12.3K
$613K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 7.03% |
$537K - $577K
|
170K
$8.53M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.4K+ 30.8% |
$498K - $535K
|
44K
$2.2M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
10.2K+ 3.54% |
$490K - $527K
|
299K
$14.9M
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
9.51K+ 4.31% |
$457K - $491K
|
230K
$11.5M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.2K+ 2.96% |
$442K - $475K
|
320K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.99K+ 2.89% |
$432K - $464K
|
320K
$16M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.81K+ 2.97% |
$423K - $455K
|
305K
$15.3M
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.76K+ 1.13% |
$420K - $452K
|
784K
$39.2M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.71K+ 8.38% |
$418K - $449K
|
113K
$5.63M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.68KNew |
$416K - $448K
|
8.68K
$434K
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
8.4K+ 3.6% |
$403K - $433K
|
242K
$12.1M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
8.17K+ 4.0% |
$392K - $421K
|
212K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.74K+ 196.7% |
$371K - $399K
|
11.7K
$584K
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
7.54K+ 2.88% |
$362K - $389K
|
270K
$13.5M
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
7.19KNew |
$345K - $371K
|
7.19K
$360K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.11K+ 5.51% |
$341K - $367K
|
136K
$6.81M
|