Purchases and Sales Made in Q4 2021 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.09M+ 9.14% |
$59.6M - $60.9M
|
13.1M
$653M
|
|
|
Jan 20, 2022
Q4 2021
|
Agincourt Capital Management, LLC
|
BUY
|
- |
510KNew |
$27.8M - $28.4M
|
510K
$25.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
457K+ 83.57% |
$24.9M - $25.5M
|
1M
$50.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
252K+ 93.15% |
$13.7M - $14.1M
|
523K
$26.2M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
242KNew |
$13.2M - $13.5M
|
242K
$12.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
229K+ 2.97% |
$12.5M - $12.8M
|
7.95M
$397M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
148K+ 36.68% |
$8.05M - $8.24M
|
551K
$27.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123KNew |
$6.7M - $6.86M
|
123K
$6.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
105KNew |
$5.72M - $5.85M
|
105K
$5.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
93.1K+ 1646.61% |
$5.07M - $5.19M
|
98.8K
$4.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
80.7KNew |
$4.39M - $4.49M
|
80.7K
$4.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
78.8K+ 123.91% |
$4.29M - $4.39M
|
142K
$7.12M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
63.6K+ 176.8% |
$3.47M - $3.54M
|
99.6K
$4.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
56.2KNew |
$3.06M - $3.13M
|
56.2K
$2.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
53.3KNew |
$2.9M - $2.97M
|
53.3K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
49.6K+ 206.26% |
$2.7M - $2.76M
|
73.6K
$3.68M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
49.5KNew |
$2.7M - $2.76M
|
49.5K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.7K+ 999.75% |
$2.44M - $2.49M
|
49.2K
$2.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
41.4KNew |
$2.25M - $2.31M
|
41.4K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 24.62% |
$2.2M - $2.25M
|
205K
$10.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.9KNew |
$2.17M - $2.22M
|
39.9K
$1.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
39.1KNew |
$2.13M - $2.18M
|
39.1K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
35.1KNew |
$1.91M - $1.95M
|
35.1K
$1.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
34.8K+ 157.93% |
$1.9M - $1.94M
|
56.9K
$2.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.7K+ 6.92% |
$1.89M - $1.94M
|
537K
$26.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
33.3KNew |
$1.82M - $1.86M
|
33.3K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32.8K+ 4.79% |
$1.79M - $1.83M
|
718K
$35.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 2.36% |
$1.6M - $1.64M
|
1.27M
$63.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
28.2K+ 8.79% |
$1.54M - $1.57M
|
350K
$17.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3K+ 636.7% |
$1.33M - $1.36M
|
28.2K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
23.2K+ 8.4% |
$1.26M - $1.29M
|
299K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
22.4KNew |
$1.22M - $1.25M
|
22.4K
$1.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
21.7K+ 4.73% |
$1.18M - $1.21M
|
480K
$24M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
20.4K+ 10.49% |
$1.11M - $1.13M
|
214K
$10.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.2K+ 6.03% |
$1.04M - $1.07M
|
337K
$16.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
18.5KNew |
$1.01M - $1.03M
|
18.5K
$923K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$987K - $1.01M
|
18.1K
$906K
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$965K - $987K
|
17.7K
$886K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 15.91% |
$923K - $944K
|
123K
$6.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 48.03% |
$895K - $916K
|
50.7K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1KNew |
$876K - $896K
|
16.1K
$804K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
16K+ 5.85% |
$870K - $890K
|
289K
$14.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 4.65% |
$834K - $853K
|
345K
$17.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$829K - $848K
|
15.2K
$761K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.8KNew |
$805K - $824K
|
14.8K
$739K
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
14.5K+ 5.23% |
$788K - $806K
|
291K
$14.6M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14KNew |
$761K - $778K
|
14K
$699K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13.7KNew |
$747K - $764K
|
13.7K
$685K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
13.7K+ 63.18% |
$744K - $760K
|
35.3K
$1.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12.8K+ 9.65% |
$699K - $715K
|
146K
$7.29M
|