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 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
463New |
$22K - $23.2K
|
463
$23.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
398+ 8.2% |
$18.9K - $20K
|
5.25K
$263K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
367New |
$17.5K - $18.4K
|
367
$18.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
314+ 0.56% |
$14.9K - $15.8K
|
56.2K
$2.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
310+ 2.56% |
$14.7K - $15.6K
|
12.4K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
274+ 7.31% |
$13K - $13.7K
|
4.02K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267New |
$12.7K - $13.4K
|
267
$13.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
248New |
$11.8K - $12.4K
|
248
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
215+ 100.0% |
$10.2K - $10.8K
|
430
$21.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
175New |
$8.32K - $8.78K
|
175
$8.75K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
159+ 1.91% |
$7.56K - $7.98K
|
8.47K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
146+ 0.06% |
$6.94K - $7.33K
|
231K
$11.5M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
111New |
$5.28K - $5.57K
|
111
$5.55K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$4.76K - $5.02K
|
100
$5K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
95New |
$4.52K - $4.77K
|
95
$4.75K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
68New |
$3.23K - $3.41K
|
68
$3.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
68New |
$3.23K - $3.41K
|
68
$3.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63New |
$3K - $3.16K
|
63
$3.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
53+ 1.16% |
$2.52K - $2.66K
|
4.63K
$231K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
53+ 0.51% |
$2.52K - $2.66K
|
10.5K
$524K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
48New |
$2.28K - $2.41K
|
48
$2.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45New |
$2.14K - $2.26K
|
45
$2.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36+ 2.14% |
$1.71K - $1.81K
|
1.72K
$86.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27New |
$1.28K - $1.35K
|
27
$1.35K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27New |
$1.28K - $1.35K
|
27
$1.35K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 2.28% |
$1.24K - $1.3K
|
1.16K
$58.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 3.36% |
$1.19K - $1.25K
|
769
$38.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25New |
$1.19K - $1.25K
|
25
$1.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22+ 4.39% |
$1.05K - $1.1K
|
523
$26.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20New |
$951 - $1K
|
20
$1K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19New |
$903 - $953
|
19
$950
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 2.09% |
$523 - $552
|
538
$26.9K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 2.54% |
$285 - $301
|
242
$12.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.05% |
$238 - $251
|
9.55K
$478K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
5+ 1.33% |
$238 - $251
|
380
$19K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 2.38% |
$143 - $151
|
129
$6.45K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.38% |
$95.1 - $100
|
86
$4.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-4- 0.08% |
$190 - $201
|
5.01K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.91% |
$238 - $251
|
546
$27.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.1% |
$333 - $351
|
7.2K
$360K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-20- 0.17% |
$951 - $1K
|
11.7K
$584K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-25- 0.28% |
$1.19K - $1.25K
|
8.9K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-26- 0.43% |
$1.24K - $1.3K
|
5.99K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 0.99% |
$2.33K - $2.46K
|
4.9K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-56- 6.5% |
$2.66K - $2.81K
|
806
$40.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-59- 1.06% |
$2.81K - $2.96K
|
5.49K
$274K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-70- 7.68% |
$3.33K - $3.51K
|
841
$42.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-73- 0.34% |
$3.47K - $3.66K
|
21.6K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-142- 3.14% |
$6.75K - $7.13K
|
4.38K
$219K
|