Purchases and Sales Made in Q2 2025 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 15.43% |
$86.9K - $88.6K
|
9.51K
$493K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.79K- 3.02% |
$89.8K - $91.6K
|
57.6K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.81K- 8.93% |
$90.7K - $92.5K
|
18.5K
$957K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.89K- 13.61% |
$94.7K - $96.6K
|
12K
$621K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.97K- 2.73% |
$98.8K - $101K
|
70.3K
$3.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.13K- 11.51% |
$107K - $109K
|
16.4K
$848K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.61K- 22.61% |
$131K - $133K
|
8.94K
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.83K- 30.97% |
$142K - $145K
|
6.31K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.88K- 1.56% |
$144K - $147K
|
182K
$9.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 5.81% |
$168K - $171K
|
54.4K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.48K- 5.21% |
$175K - $178K
|
63.4K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.56K- 5.31% |
$178K - $182K
|
63.5K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.65K- 17.77% |
$183K - $186K
|
16.9K
$875K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.46K- 27.75% |
$223K - $228K
|
11.6K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.48K- 16.01% |
$224K - $229K
|
23.5K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.65K- 3.15% |
$233K - $237K
|
143K
$7.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.67K- 13.85% |
$234K - $239K
|
29.1K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.68K- 0.32% |
$235K - $239K
|
1.47M
$75.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.11K- 25.15% |
$256K - $261K
|
15.2K
$788K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.27K- 17.19% |
$264K - $269K
|
25.4K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5.55K- 87.1% |
$278K - $283K
|
822
$42.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.63K- 5.04% |
$282K - $288K
|
106K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-6.74K- 9.87% |
$337K - $344K
|
61.5K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-7.04K- 5.22% |
$352K - $360K
|
128K
$6.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.05K- 38.94% |
$403K - $411K
|
12.6K
$653K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.32K- 3.57% |
$467K - $476K
|
252K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.88K- 7.56% |
$495K - $505K
|
121K
$6.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.2K- 4.96% |
$510K - $520K
|
195K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.3K- 2.78% |
$567K - $579K
|
396K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-11.5K- 71.81% |
$575K - $587K
|
4.51K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-11.8K- 5.4% |
$592K - $604K
|
207K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-13.2K- 2.47% |
$659K - $673K
|
520K
$26.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14K- 36.34% |
$704K - $718K
|
24.6K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-14.2K- 34.22% |
$710K - $724K
|
27.3K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-14.9K- 0.9% |
$744K - $759K
|
1.64M
$84.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16.8K- 5.32% |
$843K - $860K
|
300K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 8.65% |
$926K - $944K
|
195K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-20K- 57.22% |
$1M - $1.02M
|
14.9K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20.5K- 33.54% |
$1.03M - $1.05M
|
40.6K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-24.4K- 92.94% |
$1.22M - $1.25M
|
1.86K
$96.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-32.7K- 35.28% |
$1.64M - $1.67M
|
60K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-33.2K- 6.22% |
$1.66M - $1.7M
|
501K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-35.8K- 1.79% |
$1.79M - $1.83M
|
1.97M
$102M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.8K- 89.17% |
$1.95M - $1.98M
|
4.72K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.8K- 89.17% |
$1.95M - $1.98M
|
4.72K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-47.7K- 60.25% |
$2.39M - $2.44M
|
31.5K
$1.63M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-50.6K- 4.55% |
$2.53M - $2.58M
|
1.06M
$55M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-96.8K- 91.29% |
$4.85M - $4.94M
|
9.24K
$478K
|
|
|
Jul 30, 2025
Q2 2025
|
Matson Money. Inc.
|
SELL
|
- |
-179K- 2.06% |
$8.98M - $9.15M
|
8.53M
$442M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-428K- 46.13% |
$21.4M - $21.9M
|
500K
$25.9M
|