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 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.04K- 3.12% |
$51.4K - $52.4K
|
32.3K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.11K- 7.03% |
$54.6K - $55.7K
|
14.6K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.79K- 3.48% |
$88.6K - $90.4K
|
49.8K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-2.6K- 95.63% |
$129K - $131K
|
119
$6.01K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.75K- 16.63% |
$136K - $139K
|
13.8K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.45K- 27.41% |
$171K - $174K
|
9.14K
$462K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-5.49K- 39.65% |
$271K - $277K
|
8.36K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.54K- 5.64% |
$274K - $279K
|
92.8K
$4.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.5K- 7.8% |
$371K - $378K
|
88.6K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.86K- 11.33% |
$438K - $447K
|
69.3K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-11.1K- 73.15% |
$547K - $559K
|
4.07K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-18.8K- 11.29% |
$927K - $946K
|
147K
$7.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-21K- 70.26% |
$1.04M - $1.06M
|
8.88K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-31.2K- 75.57% |
$1.54M - $1.57M
|
10.1K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-43K- 2.92% |
$2.13M - $2.17M
|
1.43M
$72.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-95.8K- 13.87% |
$4.73M - $4.83M
|
595K
$30M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-146K- 40.55% |
$7.2M - $7.35M
|
214K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-317K- 88.45% |
$15.7M - $16M
|
41.4K
$2.09M
|