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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.85KNew |
$143K - $145K
|
2.85K
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.67K+ 38.1% |
$134K - $136K
|
9.68K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.64KNew |
$132K - $135K
|
2.64K
$135K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 6.28% |
$117K - $120K
|
39.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.23K+ 15.94% |
$111K - $114K
|
16.2K
$828K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 34.04% |
$109K - $111K
|
8.59K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.18K+ 1.11% |
$109K - $111K
|
199K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.16K+ 5.97% |
$108K - $110K
|
38.4K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.91K+ 2.41% |
$95.5K - $97.4K
|
81.1K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.72K+ 2.24% |
$85.9K - $87.6K
|
78.3K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 30.85% |
$82.1K - $83.8K
|
6.96K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.23K+ 4.32% |
$61.8K - $63K
|
29.8K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.18KNew |
$59.1K - $60.3K
|
1.18K
$60.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.05K+ 0.88% |
$52.4K - $53.4K
|
120K
$6.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
886+ 11075.0% |
$44.4K - $45.3K
|
894
$45.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
782+ 1.81% |
$39.2K - $40K
|
43.9K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
780+ 26.7% |
$39.1K - $39.9K
|
3.7K
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
477+ 1.13% |
$23.9K - $24.4K
|
42.7K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
391+ 2.71% |
$19.6K - $20K
|
14.8K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
358+ 7.42% |
$17.9K - $18.3K
|
5.18K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
292+ 7.19% |
$14.6K - $14.9K
|
4.35K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
262+ 0.57% |
$13.1K - $13.4K
|
46.6K
$2.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
232+ 1288.89% |
$11.6K - $11.9K
|
250
$12.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
175+ 3.19% |
$8.77K - $8.94K
|
5.67K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 15.2% |
$3.81K - $3.88K
|
576
$29.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
67+ 1.65% |
$3.36K - $3.42K
|
4.13K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
51+ 4.17% |
$2.55K - $2.61K
|
1.28K
$65.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$501 - $511
|
10.1K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.02% |
$401 - $409
|
45.2K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-10- 8.4% |
$501 - $511
|
109
$5.58K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 9.36% |
$3.01K - $3.07K
|
581
$29.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-67- 1.38% |
$3.36K - $3.42K
|
4.8K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-110- 0.79% |
$5.51K - $5.62K
|
13.7K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-136- 0.27% |
$6.81K - $6.95K
|
49.6K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-202- 0.42% |
$10.1K - $10.3K
|
47.4K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-302- 1.7% |
$15.1K - $15.4K
|
17.5K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-418- 3.61% |
$20.9K - $21.4K
|
11.2K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-440- 1.88% |
$22K - $22.5K
|
23K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-457- 0.45% |
$22.9K - $23.3K
|
101K
$5.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-529- 2.29% |
$26.5K - $27K
|
22.6K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-612- 11.23% |
$30.7K - $31.3K
|
4.84K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-643- 7.7% |
$32.2K - $32.9K
|
7.71K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-750- 0.96% |
$37.6K - $38.3K
|
77.6K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-799- 3.39% |
$40K - $40.8K
|
22.8K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.44K- 10.4% |
$71.9K - $73.3K
|
12.4K
$632K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.49K- 4.61% |
$74.6K - $76.1K
|
30.8K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 15.67% |
$85.3K - $87K
|
9.17K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.89K- 13.61% |
$94.7K - $96.6K
|
12K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.61K- 22.61% |
$131K - $133K
|
8.94K
$457K
|