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 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.2K- 4.71% |
$65.2K - $66.7K
|
24.2K
$1.21M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.3K- 22.26% |
$70.8K - $72.4K
|
4.54K
$227K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.32K- 4.37% |
$72.1K - $73.7K
|
29K
$1.45M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 7.76% |
$74.2K - $75.9K
|
16.2K
$810K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.37K- 9.83% |
$74.4K - $76K
|
12.5K
$626K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.4K- 11.43% |
$76K - $77.7K
|
10.8K
$541K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 2.1% |
$92.4K - $94.5K
|
79.2K
$3.96M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.72KClosed |
$93.7K - $95.8K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.78K- 20.43% |
$97K - $99.2K
|
6.94K
$347K
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-1.93K- 19.97% |
$105K - $107K
|
7.72K
$386K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.18K- 48.42% |
$118K - $121K
|
2.32K
$116K
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.26K- 9.14% |
$123K - $126K
|
22.4K
$1.12M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.57K- 9.09% |
$140K - $143K
|
25.7K
$1.29M
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 17.12% |
$141K - $144K
|
12.5K
$627K
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.99K- 37.78% |
$163K - $166K
|
4.92K
$246K
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-3.05K- 38.33% |
$166K - $170K
|
4.9K
$245K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 22.75% |
$174K - $177K
|
10.8K
$541K
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-3.8K- 1.15% |
$207K - $212K
|
328K
$16.4M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.18K- 43.66% |
$228K - $233K
|
5.4K
$270K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.2K- 5.2% |
$229K - $234K
|
76.5K
$3.82M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.22K- 75.91% |
$230K - $235K
|
1.34K
$67K
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.4K- 8.31% |
$240K - $245K
|
48.5K
$2.43M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.44K- 46.42% |
$242K - $247K
|
5.12K
$256K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.51K- 89.66% |
$246K - $251K
|
520
$26K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.62K- 37.5% |
$251K - $257K
|
7.69K
$385K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.96KClosed |
$270K - $276K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.87KClosed |
$320K - $327K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.91KClosed |
$322K - $329K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.67K- 38.18% |
$364K - $372K
|
10.8K
$541K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.48K- 15.0% |
$408K - $417K
|
42.4K
$2.12M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.1KClosed |
$441K - $451K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$573K - $586K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 9.09% |
$592K - $606K
|
109K
$5.44M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-13.7K- 55.08% |
$747K - $764K
|
11.2K
$560K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.6K- 4.59% |
$794K - $812K
|
303K
$15.2M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.2K- 44.86% |
$828K - $847K
|
18.7K
$934K
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-16K- 30.52% |
$871K - $891K
|
36.4K
$1.82M
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-17.1K- 56.01% |
$933K - $954K
|
13.4K
$672K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19K- 60.19% |
$1.04M - $1.06M
|
12.6K
$629K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 20.8% |
$1.06M - $1.08M
|
73.9K
$3.69M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.3K- 28.21% |
$1.11M - $1.13M
|
51.7K
$2.59M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.1K- 67.92% |
$1.26M - $1.29M
|
10.9K
$546K
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-23.2K- 33.58% |
$1.26M - $1.29M
|
45.9K
$2.3M
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-24.3K- 72.15% |
$1.33M - $1.35M
|
9.39K
$469K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.8K- 6.75% |
$1.73M - $1.77M
|
440K
$22M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-32.1KClosed |
$1.75M - $1.79M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-32.8K- 7.87% |
$1.78M - $1.83M
|
384K
$19.2M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-49.2K- 10.02% |
$2.68M - $2.74M
|
442K
$22.1M
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-56.8K- 3.72% |
$3.1M - $3.17M
|
1.47M
$73.5M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-59.8K- 91.66% |
$3.26M - $3.33M
|
5.44K
$272K
|