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 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
385+ 3.4% |
$18.5K - $19.9K
|
11.7K
$585K
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
379+ 1.14% |
$18.2K - $19.6K
|
33.7K
$1.68M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
327+ 32.41% |
$15.7K - $16.9K
|
1.34K
$66.8K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
249+ 0.31% |
$11.9K - $12.8K
|
80.2K
$4.01M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
195+ 1.01% |
$9.36K - $10.1K
|
19.5K
$976K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
195+ 1.01% |
$9.36K - $10.1K
|
19.5K
$976K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
139+ 2.38% |
$6.67K - $7.17K
|
5.99K
$299K
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
130+ 2.93% |
$6.24K - $6.71K
|
4.57K
$229K
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
115+ 2.36% |
$5.52K - $5.93K
|
4.99K
$250K
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
104+ 0.61% |
$4.99K - $5.37K
|
17.2K
$861K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
86New |
$4.13K - $4.44K
|
86
$4.3K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
82New |
$3.94K - $4.23K
|
82
$4.1K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.31% |
$2.83K - $3.04K
|
19.2K
$960K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
57+ 8.3% |
$2.74K - $2.94K
|
744
$37.2K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
56New |
$2.69K - $2.89K
|
56
$2.8K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
51+ 0.54% |
$2.45K - $2.63K
|
9.55K
$477K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
45+ 0.74% |
$2.16K - $2.32K
|
6.17K
$308K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
38New |
$1.82K - $1.96K
|
38
$1.9K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
36+ 0.67% |
$1.73K - $1.86K
|
5.42K
$271K
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
31+ 0.01% |
$1.49K - $1.6K
|
211K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 1.49% |
$912 - $980
|
1.3K
$64.9K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$48 - $51.6
|
1
$50
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.03% |
$144 - $155
|
9.17K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.72% |
$192 - $206
|
551
$27.6K
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6- 0.12% |
$288 - $310
|
5.01K
$251K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15- 0.32% |
$720 - $774
|
4.69K
$235K
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-18- 0.03% |
$864 - $929
|
55.9K
$2.8M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-32- 66.67% |
$1.54K - $1.65K
|
16
$800
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.28% |
$2.16K - $2.32K
|
16.3K
$815K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-54- 0.41% |
$2.59K - $2.79K
|
13.1K
$655K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 86.67% |
$3.12K - $3.35K
|
10
$500
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 1.49% |
$3.6K - $3.87K
|
4.95K
$248K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-87- 1.54% |
$4.18K - $4.49K
|
5.56K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-89- 1.83% |
$4.27K - $4.59K
|
4.78K
$239K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 10.26% |
$4.8K - $5.16K
|
875
$43.8K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-117- 3.21% |
$5.61K - $6.04K
|
3.53K
$177K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-129- 0.84% |
$6.19K - $6.66K
|
15.2K
$758K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-137- 1.51% |
$6.57K - $7.07K
|
8.92K
$446K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-138- 10.82% |
$6.62K - $7.12K
|
1.14K
$56.9K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-239- 6.0% |
$11.5K - $12.3K
|
3.75K
$187K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-255- 5.33% |
$12.2K - $13.2K
|
4.53K
$226K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-255- 19.36% |
$12.2K - $13.2K
|
1.06K
$53.1K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-267- 5.31% |
$12.8K - $13.8K
|
4.76K
$238K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-284- 3.42% |
$13.6K - $14.7K
|
8.03K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-292- 0.08% |
$14K - $15.1K
|
373K
$18.7M
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-308- 0.68% |
$14.8K - $15.9K
|
45.3K
$2.27M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-368- 22.4% |
$17.7K - $19K
|
1.28K
$63.8K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-385- 1.66% |
$18.5K - $19.9K
|
22.7K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-479- 5.13% |
$23K - $24.7K
|
8.86K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-480- 6.69% |
$23K - $24.8K
|
6.7K
$335K
|