Purchases and Sales Made in Q4 2022 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2022. 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 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.76M+ 1309.84% |
$179M - $189M
|
4.05M
$203M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.08M+ 8.57% |
$51.2M - $54M
|
13.6M
$682M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
817KNew |
$38.8M - $41M
|
817K
$40.8M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
784K+ 184.35% |
$37.3M - $39.3M
|
1.21M
$60.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
463K+ 275.6% |
$22M - $23.3M
|
632K
$31.6M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
372K+ 5128.07% |
$17.7M - $18.7M
|
379K
$19M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
282KNew |
$13.4M - $14.1M
|
282K
$14.1M
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
222KNew |
$10.6M - $11.1M
|
222K
$11.1M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
218K+ 126.33% |
$10.4M - $11M
|
391K
$19.6M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
199KNew |
$9.44M - $9.97M
|
199K
$9.93M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
179KNew |
$8.52M - $8.99M
|
179K
$8.96M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
104K+ 266.31% |
$4.96M - $5.24M
|
144K
$7.18M
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
103K+ 48.31% |
$4.91M - $5.19M
|
317K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
95.8K+ 39.6% |
$4.55M - $4.8M
|
338K
$16.9M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95K+ 6.84% |
$4.52M - $4.77M
|
1.48M
$74.2M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 8.2% |
$4.19M - $4.42M
|
1.16M
$58.1M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
83.2KNew |
$3.96M - $4.17M
|
83.2K
$4.16M
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
79.8KNew |
$3.8M - $4.01M
|
79.8K
$3.99M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79.1K+ 214.65% |
$3.76M - $3.97M
|
116K
$5.8M
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
76.2KNew |
$3.62M - $3.82M
|
76.2K
$3.81M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
74.7K+ 1039.18% |
$3.55M - $3.75M
|
81.9K
$4.1M
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
BUY
|
- |
68K+ 0.81% |
$3.23M - $3.41M
|
8.45M
$423M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
63.7KNew |
$3.03M - $3.2M
|
63.7K
$3.19M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.6K+ 36.12% |
$2.93M - $3.09M
|
232K
$11.6M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61.5KNew |
$2.93M - $3.09M
|
61.5K
$3.08M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.8K+ 3.78% |
$2.75M - $2.9M
|
1.59M
$79.4M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53.4KNew |
$2.54M - $2.68M
|
53.4K
$2.67M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51K+ 15.95% |
$2.42M - $2.56M
|
371K
$18.5M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
50K+ 361.8% |
$2.38M - $2.51M
|
63.8K
$3.19M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.3K+ 1491.35% |
$2.29M - $2.42M
|
51.5K
$2.58M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.5K+ 4.6% |
$2.26M - $2.38M
|
1.08M
$54M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
45.2K+ 82.69% |
$2.15M - $2.27M
|
99.8K
$4.99M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
39.8K+ 11.46% |
$1.89M - $1.99M
|
387K
$19.3M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
36.3K+ 180.01% |
$1.73M - $1.82M
|
56.5K
$2.83M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
35.4K+ 11.86% |
$1.68M - $1.78M
|
334K
$16.7M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
35.2K+ 286.12% |
$1.67M - $1.77M
|
47.5K
$2.37M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
33.7KNew |
$1.6M - $1.69M
|
33.7K
$1.69M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 6.72% |
$1.48M - $1.57M
|
496K
$24.8M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31K+ 3.96% |
$1.48M - $1.56M
|
815K
$40.8M
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.4K+ 501.8% |
$1.26M - $1.33M
|
31.7K
$1.58M
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
24.9K+ 25.98% |
$1.19M - $1.25M
|
121K
$6.05M
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
24.2KNew |
$1.15M - $1.21M
|
24.2K
$1.21M
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
23.9K+ 23.42% |
$1.14M - $1.2M
|
126K
$6.3M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
23.4K+ 478.85% |
$1.11M - $1.17M
|
28.2K
$1.41M
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
23.2KNew |
$1.11M - $1.17M
|
23.2K
$1.16M
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
21.7K+ 4.6% |
$1.03M - $1.09M
|
494K
$24.7M
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
21.6K+ 21.15% |
$1.03M - $1.09M
|
124K
$6.2M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.9K+ 302.11% |
$992K - $1.05M
|
27.8K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.5KNew |
$976K - $1.03M
|
20.5K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
20.2K+ 28.12% |
$960K - $1.01M
|
92K
$4.6M
|