Institutional shares held 110 Million
0 calls
0 puts
Total value of holdings $5.52B
$0 calls
$0 puts
# of Institutions 412


Latest Institutional Activity in IAGG

Top Purchases

Q1 2025
Wealth Navi Inc. Shares Held: 3.41M ($172M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 432K ($21.7M)
Q1 2025
Apella Capital, LLC Shares Held: 213K ($10.7M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 33.7K ($1.7M)
Q1 2025
Wiser Wealth Management, Inc Shares Held: 78.4K ($3.95M)

Top Sells

Q1 2025
Compton Financial Group, LLC Shares Held: 41.4K ($2.09M)
Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 214K ($10.8M)
Q1 2025
Boston Standard Wealth Management, LLC Shares Held: 595K ($29.9M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 1.43M ($72.1M)
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 10.1K ($507K)

About IAGG

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