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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.72K+ 4526.32% |
$93.7K - $95.8K
|
1.76K
$87.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
1.55KNew |
$84.4K - $86.4K
|
1.55K
$77.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.47K+ 2.61% |
$80.1K - $81.9K
|
57.8K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45K+ 8.15% |
$79.1K - $80.9K
|
19.3K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.44K+ 8.76% |
$78.3K - $80.1K
|
17.8K
$893K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 26.29% |
$78.1K - $79.9K
|
6.89K
$345K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
BUY
|
- |
1.38K+ 1.57% |
$75.1K - $76.8K
|
89.5K
$4.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.14K+ 10363.64% |
$62.1K - $63.5K
|
1.15K
$57.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 2590.0% |
$56.4K - $57.7K
|
1.08K
$53.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.03K+ 7.11% |
$56K - $57.3K
|
15.5K
$774K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.01K+ 36.94% |
$55.2K - $56.4K
|
3.76K
$188K
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
1.01K+ 4.8% |
$54.8K - $56K
|
21.9K
$1.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
905+ 10.81% |
$49.3K - $50.4K
|
9.28K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
884+ 8.22% |
$48.2K - $49.2K
|
11.6K
$582K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
725New |
$39.5K - $40.4K
|
725
$36.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
721+ 6.94% |
$39.3K - $40.2K
|
11.1K
$555K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
689+ 2.65% |
$37.5K - $38.4K
|
26.7K
$1.33M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
638+ 283.56% |
$34.8K - $35.5K
|
863
$43.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
600+ 11.65% |
$32.7K - $33.4K
|
5.75K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
599+ 5.65% |
$32.6K - $33.4K
|
11.2K
$560K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
586+ 6.14% |
$31.9K - $32.6K
|
10.1K
$506K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
500+ 3.47% |
$27.2K - $27.9K
|
14.9K
$746K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
483+ 0.27% |
$26.3K - $26.9K
|
180K
$8.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
334+ 8.66% |
$18.2K - $18.6K
|
4.19K
$209K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
298+ 4.43% |
$16.2K - $16.6K
|
7.02K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
275+ 1.19% |
$15K - $15.3K
|
23.4K
$1.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
272+ 4.42% |
$14.8K - $15.2K
|
6.43K
$322K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
270+ 3.89% |
$14.7K - $15K
|
7.21K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
266+ 3.86% |
$14.5K - $14.8K
|
7.16K
$358K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
256+ 5.27% |
$13.9K - $14.3K
|
5.12K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
183+ 1.46% |
$9.97K - $10.2K
|
12.7K
$635K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180New |
$9.81K - $10K
|
180
$9K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
162New |
$8.83K - $9.03K
|
162
$8.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
161+ 3.94% |
$8.77K - $8.97K
|
4.25K
$212K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
158+ 2.34% |
$8.61K - $8.8K
|
6.91K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
109+ 1.3% |
$5.94K - $6.07K
|
8.5K
$425K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
90New |
$4.9K - $5.01K
|
90
$4.5K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
87+ 0.09% |
$4.74K - $4.85K
|
92K
$4.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
79+ 1.86% |
$4.3K - $4.4K
|
4.34K
$217K
|
|
|
Feb 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
79+ 10.09% |
$4.3K - $4.4K
|
862
$43.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61+ 1.43% |
$3.32K - $3.4K
|
4.32K
$216K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
60New |
$3.27K - $3.34K
|
60
$3K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
57+ 0.3% |
$3.11K - $3.18K
|
18.9K
$947K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53New |
$2.89K - $2.95K
|
53
$2.65K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
35+ 0.46% |
$1.91K - $1.95K
|
7.66K
$383K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.44% |
$1.31K - $1.34K
|
5.47K
$273K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
22+ 0.09% |
$1.2K - $1.23K
|
25.3K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
21+ 5.25% |
$1.14K - $1.17K
|
421
$21.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
20+ 0.54% |
$1.09K - $1.11K
|
3.69K
$185K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17+ 0.23% |
$926 - $947
|
7.49K
$374K
|