Purchases and Sales Made in Q1 2025 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
851K+ 33.3% |
$42.1M - $42.9M
|
3.41M
$172M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
432KNew |
$21.3M - $21.8M
|
432K
$21.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
154K+ 261.42% |
$7.61M - $7.77M
|
213K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.7KNew |
$1.66M - $1.7M
|
33.7K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
33.1K+ 72.95% |
$1.63M - $1.67M
|
78.4K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
21.7K+ 175.18% |
$1.07M - $1.1M
|
34.1K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.5K+ 4.47% |
$669K - $683K
|
316K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9K+ 12.7% |
$639K - $652K
|
115K
$5.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$621K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.53K+ 22.11% |
$471K - $481K
|
52.6K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 23.62% |
$440K - $449K
|
46.6K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.87K+ 15.04% |
$438K - $447K
|
67.8K
$3.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.23K+ 10.04% |
$357K - $365K
|
79.2K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.4K+ 20.99% |
$267K - $272K
|
31.1K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$249K - $254K
|
5.03K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.91K+ 7.1% |
$193K - $197K
|
59K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.52K+ 34.79% |
$174K - $177K
|
13.6K
$689K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.11K+ 6.72% |
$154K - $157K
|
49.5K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92K+ 7.44% |
$145K - $147K
|
42.2K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.31K+ 5.39% |
$114K - $117K
|
45.2K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.91K+ 2.87% |
$94.1K - $96.1K
|
68.2K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.57K+ 15.64% |
$77.3K - $78.9K
|
11.6K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.4K+ 3.84% |
$69.2K - $70.6K
|
37.9K
$1.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.13K+ 6.8% |
$56K - $57.2K
|
17.8K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
920+ 5.17% |
$45.5K - $46.4K
|
18.7K
$946K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
583+ 4.21% |
$28.8K - $29.4K
|
14.4K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
551+ 2.14% |
$27.2K - $27.8K
|
26.3K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$24.7K - $25.2K
|
500
$25.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
445+ 7.46% |
$22K - $22.4K
|
6.41K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$96.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
256+ 2.46% |
$12.7K - $12.9K
|
10.7K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
228+ 0.08% |
$11.3K - $11.5K
|
289K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
168+ 0.54% |
$8.3K - $8.47K
|
31.2K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 5.87% |
$8.01K - $8.17K
|
2.92K
$148K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
94+ 0.4% |
$4.65K - $4.74K
|
23.6K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.17K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26+ 0.48% |
$1.28K - $1.31K
|
5.49K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.99% |
$593 - $605
|
1.22K
$61.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$455
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-90- 0.38% |
$4.45K - $4.54K
|
23.4K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-277- 0.99% |
$13.7K - $14K
|
27.7K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-367- 97.87% |
$18.1K - $18.5K
|
8
$404
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-398- 2.59% |
$19.7K - $20.1K
|
15K
$757K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-424- 39.81% |
$21K - $21.4K
|
641
$32.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-463- 6.91% |
$22.9K - $23.3K
|
6.24K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-551- 9.18% |
$27.2K - $27.8K
|
5.45K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-786- 3.29% |
$38.8K - $39.6K
|
23.1K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-813- 10.39% |
$40.2K - $41K
|
7.01K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-978- 2.63% |
$48.3K - $49.3K
|
36.2K
$1.83M
|