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 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
16+ 8.38% |
$872 - $891
|
207
$10.4K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.69% |
$872 - $891
|
610
$30.5K
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10+ 0.07% |
$545 - $557
|
15.4K
$769K
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
8New |
$436 - $446
|
8
$400
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7New |
$381 - $390
|
7
$350
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
5+ 0.17% |
$272 - $279
|
2.88K
$144K
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.25% |
$163 - $167
|
1.23K
$61.3K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.03% |
$163 - $167
|
295
$14.8K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$54.5 - $55.7
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3- 0.08% |
$163 - $167
|
3.7K
$185K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-7Closed |
$381 - $390
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-13- 0.22% |
$708 - $724
|
5.89K
$295K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-13- 40.63% |
$708 - $724
|
19
$950
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17- 0.33% |
$926 - $947
|
5.19K
$259K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-25Closed |
$1.36K - $1.39K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-40- 30.77% |
$2.18K - $2.23K
|
90
$4.5K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-46- 1.13% |
$2.51K - $2.56K
|
4.03K
$202K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 50.75% |
$3.7K - $3.79K
|
66
$3.3K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-78- 33.77% |
$4.25K - $4.35K
|
153
$7.65K
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-81Closed |
$4.41K - $4.51K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-109Closed |
$5.94K - $6.07K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-135- 2.5% |
$7.35K - $7.52K
|
5.27K
$263K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 0.54% |
$7.52K - $7.69K
|
25.4K
$1.27M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.52% |
$8.17K - $8.36K
|
28.9K
$1.44M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-170- 0.8% |
$9.26K - $9.47K
|
21.1K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-170Closed |
$9.26K - $9.47K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-220- 0.73% |
$12K - $12.3K
|
29.9K
$1.5M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-239- 1.11% |
$13K - $13.3K
|
21.3K
$1.07M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-270- 5.89% |
$14.7K - $15K
|
4.31K
$216K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-300Closed |
$16.3K - $16.7K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-305- 6.01% |
$16.6K - $17K
|
4.77K
$239K
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-336- 6.71% |
$18.3K - $18.7K
|
4.67K
$233K
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-367- 0.25% |
$20K - $20.4K
|
147K
$7.37M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-402Closed |
$21.9K - $22.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-554- 0.59% |
$30.2K - $30.9K
|
93.5K
$4.68M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-569- 9.48% |
$31K - $31.7K
|
5.43K
$272K
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-614- 5.44% |
$33.5K - $34.2K
|
10.7K
$534K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-632Closed |
$34.4K - $35.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-653Closed |
$35.6K - $36.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-741- 3.52% |
$40.4K - $41.3K
|
20.3K
$1.01M
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-775- 5.37% |
$42.2K - $43.2K
|
13.7K
$683K
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-794- 9.48% |
$43.3K - $44.2K
|
7.58K
$379K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-810- 1.08% |
$44.1K - $45.1K
|
74.1K
$3.7M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-825- 6.57% |
$44.9K - $46K
|
11.7K
$586K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-831- 1.02% |
$45.3K - $46.3K
|
80.3K
$4.02M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-986- 17.68% |
$53.7K - $54.9K
|
4.59K
$230K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.01K- 21.74% |
$55K - $56.2K
|
3.63K
$182K
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.18% |
$58.4K - $59.7K
|
13.9K
$694K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.08K- 6.12% |
$58.8K - $60.2K
|
16.6K
$828K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 8.68% |
$63.9K - $65.3K
|
12.3K
$617K
|