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 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
19.7K+ 149.03% |
$936K - $987K
|
32.9K
$1.64M
|
|
|
Jan 04, 2023
Q4 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
19.7K+ 3.92% |
$934K - $986K
|
522K
$26.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18K+ 17.9% |
$857K - $904K
|
119K
$5.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 11.13% |
$766K - $809K
|
161K
$8.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15.8K+ 12.65% |
$753K - $794K
|
141K
$7.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
15.8K+ 9.21% |
$750K - $792K
|
187K
$9.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
14.4K+ 5.35% |
$686K - $724K
|
284K
$14.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.1KNew |
$670K - $707K
|
14.1K
$705K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
13.3K+ 50.29% |
$633K - $668K
|
39.8K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 16.27% |
$621K - $655K
|
93.3K
$4.67M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13KNew |
$616K - $650K
|
13K
$648K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.8KNew |
$607K - $641K
|
12.8K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5K+ 12.11% |
$596K - $629K
|
116K
$5.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.4K+ 3.87% |
$589K - $621K
|
332K
$16.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.2KNew |
$579K - $611K
|
12.2K
$608K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
12.1KNew |
$574K - $605K
|
12.1K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
11.9K+ 4.48% |
$564K - $595K
|
277K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7K+ 21.02% |
$556K - $586K
|
67.3K
$3.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.4K+ 2.93% |
$542K - $572K
|
400K
$20M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.85% |
$541K - $571K
|
55.4K
$2.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.9KNew |
$518K - $546K
|
10.9K
$545K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 6.72% |
$511K - $539K
|
171K
$8.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.6K+ 64.74% |
$505K - $533K
|
27K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 184.81% |
$503K - $530K
|
16.3K
$815K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.3K+ 30.55% |
$490K - $517K
|
44K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.92K+ 59.51% |
$472K - $498K
|
26.6K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
9.47K+ 4.46% |
$450K - $475K
|
222K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.35KNew |
$445K - $469K
|
9.35K
$468K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.3K+ 150.34% |
$442K - $467K
|
15.5K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.03KNew |
$429K - $453K
|
9.03K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
8.99K+ 116.79% |
$428K - $451K
|
16.7K
$835K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.81K+ 11.91% |
$419K - $442K
|
82.8K
$4.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.8K+ 54.54% |
$418K - $442K
|
24.9K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.34K+ 6.12% |
$396K - $418K
|
145K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.15KNew |
$387K - $409K
|
8.15K
$407K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.8KNew |
$371K - $391K
|
7.8K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
BUY
|
- |
7.62K+ 14.14% |
$363K - $383K
|
61.5K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.84K+ 18.5% |
$325K - $343K
|
43.8K
$2.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.8KNew |
$323K - $341K
|
6.8K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.54K+ 157.69% |
$311K - $328K
|
10.7K
$535K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.3K+ 16.75% |
$300K - $316K
|
43.9K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.25KNew |
$297K - $314K
|
6.25K
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.98K+ 13.22% |
$284K - $300K
|
51.2K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.94KNew |
$282K - $298K
|
5.94K
$297K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5.93K+ 2.74% |
$282K - $298K
|
222K
$11.1M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
5.7K+ 21.1% |
$271K - $286K
|
32.7K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.6K+ 23.86% |
$266K - $281K
|
29.1K
$1.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.36KNew |
$255K - $269K
|
5.36K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.3KNew |
$252K - $266K
|
5.3K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.18K+ 14.58% |
$246K - $260K
|
40.7K
$2.04M
|