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 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.22K- 3.74% |
$250K - $269K
|
134K
$6.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.69K- 22.97% |
$273K - $293K
|
19.1K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.59K- 67.06% |
$316K - $340K
|
3.24K
$162K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.84K- 19.85% |
$328K - $353K
|
27.6K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.72K- 42.7% |
$371K - $398K
|
10.4K
$518K
|
|
|
Oct 05, 2022
Q3 2022
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-7.77K- 1.52% |
$373K - $401K
|
502K
$25.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.89K- 7.26% |
$379K - $407K
|
101K
$5.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.38K- 2.83% |
$402K - $432K
|
287K
$14.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-8.67K- 39.65% |
$416K - $447K
|
13.2K
$660K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.1K- 12.46% |
$437K - $469K
|
63.9K
$3.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.13K- 8.1% |
$438K - $471K
|
103K
$5.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-10.3K- 3.46% |
$494K - $531K
|
287K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-10.7K- 67.11% |
$515K - $554K
|
5.26K
$263K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-17K- 77.68% |
$815K - $876K
|
4.88K
$244K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-18.1K- 3.68% |
$867K - $932K
|
472K
$23.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.1K- 85.75% |
$868K - $934K
|
3.01K
$150K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-18.8K- 52.5% |
$903K - $971K
|
17K
$852K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.4K- 25.86% |
$930K - $1M
|
55.6K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.8K- 13.1% |
$1.05M - $1.13M
|
145K
$7.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23.3K- 9.81% |
$1.12M - $1.2M
|
214K
$10.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
SELL
|
- |
-29K- 34.95% |
$1.39M - $1.49M
|
53.9K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-32.7K- 24.21% |
$1.57M - $1.69M
|
102K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.2K- 8.88% |
$1.59M - $1.71M
|
341K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40K- 3.73% |
$1.92M - $2.06M
|
1.03M
$51.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-42.4K- 8.89% |
$2.04M - $2.19M
|
435K
$21.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-48.2K- 33.44% |
$2.31M - $2.49M
|
96K
$4.8M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-49.2K- 17.88% |
$2.36M - $2.54M
|
226K
$11.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-51.7K- 14.48% |
$2.48M - $2.67M
|
306K
$15.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-58.7K- 51.81% |
$2.82M - $3.03M
|
54.6K
$2.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-62.8K- 15.33% |
$3.01M - $3.24M
|
347K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-69.3K- 12.97% |
$3.32M - $3.57M
|
465K
$23.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-75.5K- 92.43% |
$3.62M - $3.9M
|
6.18K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89K- 7.66% |
$4.27M - $4.59M
|
1.07M
$53.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89K- 34.61% |
$4.27M - $4.59M
|
168K
$8.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-106K- 54.03% |
$5.08M - $5.46M
|
90K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-117K- 36.21% |
$5.64M - $6.06M
|
207K
$10.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Matson Money. Inc.
|
SELL
|
- |
-128K- 1.51% |
$6.15M - $6.61M
|
8.39M
$419M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-145K- 8.66% |
$6.96M - $7.49M
|
1.53M
$76.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-331K- 2.57% |
$15.9M - $17.1M
|
12.6M
$628M
|