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 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
12.3K+ 49.72% |
$669K - $684K
|
37K
$1.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
12K+ 9.64% |
$655K - $670K
|
137K
$6.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.6K+ 5.17% |
$576K - $589K
|
215K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.58K+ 6.7% |
$522K - $534K
|
153K
$7.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.63K+ 13.9% |
$470K - $481K
|
70.8K
$3.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.3KNew |
$452K - $462K
|
8.3K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.09K+ 1.49% |
$441K - $451K
|
552K
$27.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.03K+ 7.19% |
$438K - $448K
|
120K
$5.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
7.78K+ 3.24% |
$424K - $434K
|
248K
$12.4M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.69KNew |
$419K - $428K
|
7.69K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.55K+ 4.76% |
$411K - $420K
|
166K
$8.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.36KNew |
$401K - $410K
|
7.36K
$368K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.9K+ 129.81% |
$376K - $384K
|
12.2K
$611K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.8KNew |
$370K - $379K
|
6.8K
$340K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.79KNew |
$370K - $378K
|
6.79K
$340K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.55KNew |
$357K - $365K
|
6.55K
$327K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.5KNew |
$354K - $362K
|
6.5K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.49K+ 12.51% |
$354K - $362K
|
58.4K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.48K+ 4.57% |
$353K - $361K
|
148K
$7.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.14K+ 144.07% |
$335K - $342K
|
10.4K
$520K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.11KNew |
$333K - $341K
|
6.11K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.96K+ 11.79% |
$325K - $332K
|
56.5K
$2.83M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.96K+ 11.79% |
$325K - $332K
|
56.5K
$2.83M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.13K+ 2.81% |
$279K - $286K
|
187K
$9.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.89KNew |
$266K - $272K
|
4.89K
$244K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.75KNew |
$259K - $265K
|
4.75K
$238K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.66K+ 6.6% |
$254K - $260K
|
75.3K
$3.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
4.66KNew |
$254K - $259K
|
4.66K
$233K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.64K+ 60.78% |
$253K - $259K
|
12.3K
$614K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.58KNew |
$249K - $255K
|
4.58K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
4.53KNew |
$247K - $252K
|
4.53K
$226K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.46K+ 23.2% |
$243K - $249K
|
23.7K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.32K+ 7.88% |
$235K - $241K
|
59.1K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
4.14K+ 24358.82% |
$226K - $231K
|
4.16K
$208K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
3.83K+ 36.74% |
$209K - $213K
|
14.2K
$713K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.76K+ 4.75% |
$205K - $209K
|
82.9K
$4.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.58K+ 7.04% |
$195K - $200K
|
54.5K
$2.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.08KNew |
$168K - $172K
|
3.08K
$154K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 21.02% |
$167K - $171K
|
17.6K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.85K+ 6.22% |
$155K - $159K
|
48.7K
$2.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.81K+ 52.42% |
$153K - $157K
|
8.18K
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
2.78K+ 2.59% |
$151K - $155K
|
110K
$5.51M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.73K+ 32.13% |
$148K - $152K
|
11.2K
$560K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.67KNew |
$146K - $149K
|
2.67K
$134K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.26K+ 2.74% |
$123K - $126K
|
84.5K
$4.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.2K+ 9.07% |
$120K - $123K
|
26.5K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.01K+ 36.07% |
$110K - $112K
|
7.6K
$380K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.84K+ 19.07% |
$100K - $102K
|
11.5K
$574K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 5.17% |
$95.4K - $97.5K
|
35.6K
$1.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.73K+ 34.38% |
$94.3K - $96.4K
|
6.76K
$338K
|