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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52.5KNew |
$2.63M - $2.68M
|
52.5K
$2.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.55M - $2.6M
|
50.9K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
50KNew |
$2.51M - $2.56M
|
50K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.4K+ 360.84% |
$2.42M - $2.47M
|
61.8K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.2K+ 176.37% |
$2.41M - $2.46M
|
75.5K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
47.3KNew |
$2.37M - $2.42M
|
47.3K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.1K+ 669.73% |
$2.36M - $2.41M
|
54.2K
$2.81M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
46.8KNew |
$2.34M - $2.39M
|
46.8K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46.8KNew |
$2.34M - $2.39M
|
46.8K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46.4K+ 1491.67% |
$2.32M - $2.37M
|
49.5K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
44.9K+ 170.8% |
$2.25M - $2.3M
|
71.2K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44.2KNew |
$2.21M - $2.26M
|
44.2K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
44K+ 26.94% |
$2.2M - $2.25M
|
207K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.18M - $2.22M
|
43.5K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43.1KNew |
$2.16M - $2.2M
|
43.1K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43KNew |
$2.16M - $2.2M
|
43K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.9K+ 82.3% |
$2.15M - $2.19M
|
95.1K
$4.92M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41.8K+ 112927.03% |
$2.09M - $2.13M
|
41.8K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
41.2K+ 3282.3% |
$2.06M - $2.1M
|
42.4K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.5KNew |
$2.03M - $2.07M
|
40.5K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
38.4K+ 85.28% |
$1.92M - $1.96M
|
83.4K
$4.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
38.3KNew |
$1.92M - $1.96M
|
38.3K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37.1K+ 1.68% |
$1.86M - $1.89M
|
2.25M
$116M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$1.83M - $1.87M
|
36.5K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36K+ 199.54% |
$1.8M - $1.84M
|
54K
$2.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
35.7KNew |
$1.79M - $1.83M
|
35.7K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
35.4KNew |
$1.77M - $1.81M
|
35.4K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
34.7K+ 16.08% |
$1.74M - $1.77M
|
250K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
34.6KNew |
$1.74M - $1.77M
|
34.6K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.5K+ 43.63% |
$1.73M - $1.76M
|
113K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
34.1KNew |
$1.71M - $1.74M
|
34.1K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
33.9K+ 4.93% |
$1.7M - $1.73M
|
722K
$37.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
33.9KNew |
$1.7M - $1.73M
|
33.9K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
33.7KNew |
$1.69M - $1.72M
|
33.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
33.2KNew |
$1.66M - $1.7M
|
33.2K
$1.72M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
33.1K+ 55.44% |
$1.66M - $1.69M
|
92.7K
$4.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
32.9K+ 11.46% |
$1.65M - $1.68M
|
320K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.9K+ 8.07% |
$1.65M - $1.68M
|
441K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32.6K+ 596.21% |
$1.63M - $1.66M
|
38K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
29.8KNew |
$1.49M - $1.52M
|
29.8K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
29.5KNew |
$1.48M - $1.51M
|
29.5K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
29KNew |
$1.45M - $1.48M
|
29K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
28.5K+ 3.95% |
$1.43M - $1.46M
|
750K
$38.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
28KNew |
$1.4M - $1.43M
|
28K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$1.38M - $1.41M
|
27.5K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.5KNew |
$1.38M - $1.4M
|
27.5K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.5KNew |
$1.38M - $1.4M
|
27.5K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.1KNew |
$1.36M - $1.39M
|
27.1K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27KNew |
$1.35M - $1.38M
|
27K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.7KNew |
$1.34M - $1.36M
|
26.7K
$1.38M
|