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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 83.23% |
$7.1M - $7.24M
|
312K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
138KNew |
$6.94M - $7.07M
|
138K
$7.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
129KNew |
$6.47M - $6.6M
|
129K
$6.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
128KNew |
$6.39M - $6.52M
|
128K
$6.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125K+ 1927.49% |
$6.25M - $6.38M
|
131K
$6.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
123KNew |
$6.14M - $6.27M
|
123K
$6.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122K+ 208.16% |
$6.12M - $6.24M
|
181K
$9.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120KNew |
$6.02M - $6.14M
|
120K
$6.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
120K+ 20.2% |
$6.02M - $6.14M
|
715K
$37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116K+ 25402.84% |
$5.83M - $5.94M
|
117K
$6.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
115KNew |
$5.78M - $5.9M
|
115K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
107K+ 75.24% |
$5.35M - $5.46M
|
249K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
106K+ 0.73% |
$5.29M - $5.4M
|
14.5M
$753M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
102KNew |
$5.12M - $5.22M
|
102K
$5.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100K+ 47.01% |
$5.02M - $5.12M
|
313K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
99.7KNew |
$5M - $5.09M
|
99.7K
$5.16M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
94.6KNew |
$4.74M - $4.83M
|
94.6K
$4.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
93.7KNew |
$4.69M - $4.79M
|
93.7K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89KNew |
$4.46M - $4.55M
|
89K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
88.4KNew |
$4.43M - $4.52M
|
88.4K
$4.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
88KNew |
$4.41M - $4.5M
|
88K
$4.56M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
87.9KNew |
$4.4M - $4.49M
|
87.9K
$4.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
87KNew |
$4.36M - $4.45M
|
87K
$4.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
84.1K+ 63.4% |
$4.21M - $4.3M
|
217K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
81.6KNew |
$4.09M - $4.17M
|
81.6K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
80.8K+ 72.48% |
$4.05M - $4.13M
|
192K
$9.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
78.1KNew |
$3.91M - $3.99M
|
78.1K
$4.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
76.1K+ 840.19% |
$3.81M - $3.89M
|
85.2K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
74.5KNew |
$3.73M - $3.81M
|
74.5K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
74.3K+ 157.06% |
$3.72M - $3.8M
|
122K
$6.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
74.3KNew |
$3.72M - $3.8M
|
74.3K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73.9K+ 14.29% |
$3.7M - $3.78M
|
591K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73.2KNew |
$3.67M - $3.74M
|
73.2K
$3.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72.7KNew |
$3.64M - $3.71M
|
72.7K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
69.7KNew |
$3.49M - $3.56M
|
69.7K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69.3KNew |
$3.47M - $3.54M
|
69.3K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
68.4K+ 8.62% |
$3.42M - $3.49M
|
862K
$44.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
68.3K+ 14.17% |
$3.42M - $3.49M
|
551K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67.4K+ 6.97% |
$3.38M - $3.44M
|
1.03M
$53.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.1K+ 2535.02% |
$3.31M - $3.38M
|
68.7K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65.6KNew |
$3.29M - $3.35M
|
65.6K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
62.7KNew |
$3.14M - $3.2M
|
62.7K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60.7KNew |
$3.04M - $3.1M
|
60.7K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 121.13% |
$2.83M - $2.88M
|
103K
$5.33M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
56.4KNew |
$2.82M - $2.88M
|
56.4K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
55.1KNew |
$2.76M - $2.82M
|
55.1K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53.7KNew |
$2.69M - $2.74M
|
53.7K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53.2KNew |
$2.67M - $2.72M
|
53.2K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.2K+ 772.97% |
$2.66M - $2.72M
|
60.1K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
52.9KNew |
$2.65M - $2.7M
|
52.9K
$2.74M
|