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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.18K+ 42.23% |
$246K - $260K
|
17.4K
$872K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.06K+ 14.6% |
$240K - $254K
|
39.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.95KNew |
$235K - $248K
|
4.95K
$248K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
4.93KNew |
$234K - $247K
|
4.93K
$246K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$231K - $244K
|
4.86K
$243K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.64K+ 27.25% |
$221K - $233K
|
21.7K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.62KNew |
$220K - $232K
|
4.62K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.46KNew |
$212K - $224K
|
4.46K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.33KNew |
$206K - $217K
|
4.33K
$216K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.09K+ 421.22% |
$194K - $205K
|
5.06K
$253K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
3.98K+ 17.72% |
$189K - $200K
|
26.4K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.92KNew |
$186K - $197K
|
3.92K
$196K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 12.93% |
$168K - $178K
|
30.9K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.45K+ 0.79% |
$164K - $173K
|
438K
$21.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.42K+ 5.39% |
$163K - $172K
|
66.9K
$3.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
3.18K+ 38.83% |
$151K - $159K
|
11.4K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.14K+ 87.84% |
$149K - $157K
|
6.71K
$335K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 4.68% |
$145K - $153K
|
68.1K
$3.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.5K+ 28.2% |
$119K - $125K
|
11.4K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 2.91% |
$117K - $123K
|
87K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.27K+ 31.24% |
$108K - $114K
|
9.55K
$478K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.23K+ 52.55% |
$106K - $112K
|
6.47K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.1KNew |
$99.6K - $105K
|
2.1K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
2.03K+ 40.6% |
$96.4K - $102K
|
7.02K
$351K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.84K+ 11.07% |
$87.3K - $92.1K
|
18.4K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79K+ 2176.83% |
$84.9K - $89.6K
|
1.87K
$93.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.59K+ 159200.0% |
$75.7K - $79.9K
|
1.59K
$79.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
1.57K+ 9.11% |
$74.6K - $78.7K
|
18.8K
$940K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 10.29% |
$73.9K - $78K
|
16.7K
$833K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.33KNew |
$63.2K - $66.7K
|
1.33K
$66.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.26K+ 16.1% |
$59.8K - $63.1K
|
9.07K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 5.58% |
$51.5K - $54.4K
|
20.5K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.08K+ 3.22% |
$51.5K - $54.3K
|
34.8K
$1.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04KNew |
$49.4K - $52.1K
|
1.04K
$52K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02K+ 5.38% |
$48.5K - $51.1K
|
20K
$998K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
1K+ 2.5% |
$47.6K - $50.2K
|
41K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
983+ 9.36% |
$46.7K - $49.3K
|
11.5K
$574K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
968+ 4.96% |
$46K - $48.6K
|
20.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
968+ 4.96% |
$46K - $48.6K
|
20.5K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
831+ 25.6% |
$39.5K - $41.7K
|
4.08K
$204K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
827+ 13.41% |
$39.3K - $41.5K
|
6.99K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
816+ 118.95% |
$38.8K - $40.9K
|
1.5K
$75.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
805New |
$38.3K - $40.4K
|
805
$40.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
785+ 1.77% |
$37.3K - $39.4K
|
45.2K
$2.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
764New |
$36.3K - $38.3K
|
764
$38.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
717+ 53.67% |
$34.1K - $36K
|
2.05K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
711+ 9.09% |
$33.8K - $35.7K
|
8.53K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
677+ 6.53% |
$32.2K - $34K
|
11K
$552K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
568+ 0.56% |
$27K - $28.5K
|
102K
$5.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
488+ 5.91% |
$23.2K - $24.5K
|
8.75K
$438K
|