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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
7.1K+ 7.03% |
$341K - $366K
|
108K
$5.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.9KNew |
$331K - $356K
|
6.9K
$345K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.84K+ 22.21% |
$328K - $353K
|
37.6K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.65K+ 8.55% |
$271K - $292K
|
71.8K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.55KNew |
$266K - $286K
|
5.55K
$277K
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.85KNew |
$233K - $250K
|
4.85K
$243K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.52K+ 40.4% |
$217K - $233K
|
15.7K
$785K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
4.5K+ 140.37% |
$216K - $232K
|
7.7K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.48K+ 12.46% |
$215K - $231K
|
40.4K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 5.33% |
$206K - $221K
|
84.6K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.15KNew |
$199K - $214K
|
4.15K
$207K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.09K+ 9.95% |
$196K - $211K
|
45.2K
$2.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.94KNew |
$189K - $203K
|
3.94K
$197K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.75K+ 0.79% |
$180K - $193K
|
476K
$23.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.65K+ 14.44% |
$175K - $188K
|
28.9K
$1.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
3.5K+ 18.46% |
$168K - $180K
|
22.4K
$1.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.39K+ 10.84% |
$163K - $175K
|
34.6K
$1.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.33K+ 37.11% |
$160K - $172K
|
12.3K
$615K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.32K+ 19.73% |
$159K - $171K
|
20.1K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.13K+ 15.35% |
$150K - $162K
|
23.5K
$1.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.91K+ 43.53% |
$140K - $150K
|
9.6K
$480K
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
2.87K+ 11.89% |
$138K - $148K
|
27K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.8K+ 22.72% |
$134K - $144K
|
15.1K
$755K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.41K+ 2.44% |
$116K - $124K
|
101K
$5.05M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
1.7K+ 0.47% |
$81.3K - $87.4K
|
363K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 29.9% |
$80.1K - $86.1K
|
7.25K
$363K
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
1.56K+ 4.04% |
$74.7K - $80.3K
|
40K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 2.23% |
$68.1K - $73.2K
|
65.1K
$3.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 7.84% |
$67.8K - $72.8K
|
19.4K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 7.99% |
$67.2K - $72.3K
|
18.9K
$947K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.39K+ 21.58% |
$66.5K - $71.5K
|
7.81K
$391K
|
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.26K+ 0.48% |
$60.4K - $65K
|
265K
$13.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.22K+ 8.07% |
$58.7K - $63.1K
|
16.4K
$820K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 3.94% |
$54.6K - $58.7K
|
30K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 3.21% |
$50.3K - $54.1K
|
33.7K
$1.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.03KNew |
$49.4K - $53.1K
|
1.03K
$51.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.75% |
$48.9K - $52.6K
|
59.2K
$2.96M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 1.75% |
$48.9K - $52.6K
|
59.2K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
989+ 141.89% |
$47.5K - $51K
|
1.69K
$84.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
950+ 4.59% |
$45.6K - $49K
|
21.6K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
901+ 18.7% |
$43.2K - $46.5K
|
5.72K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
900+ 33.71% |
$43.2K - $46.4K
|
3.57K
$179K
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
629+ 2.4% |
$30.2K - $32.5K
|
26.8K
$1.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
625New |
$30K - $32.2K
|
625
$31.3K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
606+ 977.42% |
$29.1K - $31.3K
|
668
$33.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
596+ 10.05% |
$28.6K - $30.7K
|
6.53K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
562+ 7.74% |
$27K - $29K
|
7.82K
$391K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
527New |
$25.3K - $27.2K
|
527
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
501New |
$24K - $25.8K
|
501
$25.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
407+ 5.18% |
$19.5K - $21K
|
8.26K
$413K
|