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 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.7K+ 142.89% |
$1.34M - $1.36M
|
45.3K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.5KNew |
$1.33M - $1.35M
|
26.5K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26.1K+ 27.24% |
$1.31M - $1.33M
|
122K
$6.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
25.9KNew |
$1.3M - $1.32M
|
25.9K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24.1KNew |
$1.21M - $1.23M
|
24.1K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23.9KNew |
$1.19M - $1.22M
|
23.9K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.8K+ 36.1% |
$1.19M - $1.22M
|
89.8K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
23.8KNew |
$1.19M - $1.22M
|
23.8K
$1.23M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
23.5KNew |
$1.18M - $1.2M
|
23.5K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.4KNew |
$1.17M - $1.19M
|
23.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22.7KNew |
$1.14M - $1.16M
|
22.7K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.4KNew |
$1.12M - $1.14M
|
22.4K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.12M - $1.14M
|
22.4K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9KNew |
$1.1M - $1.12M
|
21.9K
$1.13M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.8K+ 21.38% |
$1.09M - $1.12M
|
124K
$6.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21.4KNew |
$1.07M - $1.09M
|
21.4K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.2KNew |
$1.06M - $1.08M
|
21.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
20.6KNew |
$1.03M - $1.05M
|
20.6K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.2KNew |
$1.01M - $1.03M
|
20.2K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.2KNew |
$1.01M - $1.03M
|
20.2K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20K+ 337.3% |
$999K - $1.02M
|
25.9K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19.9KNew |
$999K - $1.02M
|
19.9K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 40.65% |
$987K - $1.01M
|
68.2K
$3.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6KNew |
$983K - $1M
|
19.6K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
19.3KNew |
$968K - $988K
|
19.3K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19.1KNew |
$958K - $977K
|
19.1K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.9K+ 937.25% |
$946K - $965K
|
20.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
18.8K+ 19.48% |
$943K - $962K
|
116K
$5.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.7K+ 22.15% |
$935K - $953K
|
103K
$5.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
18.4KNew |
$921K - $939K
|
18.4K
$952K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.1KNew |
$909K - $927K
|
18.1K
$939K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18KNew |
$899K - $917K
|
18K
$930K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
17.9K+ 7.92% |
$897K - $915K
|
244K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17.7K+ 4.11% |
$889K - $906K
|
449K
$23.3M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17.7KNew |
$886K - $903K
|
17.7K
$915K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.4KNew |
$870K - $887K
|
17.4K
$899K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
17KNew |
$852K - $869K
|
17K
$881K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.9KNew |
$848K - $865K
|
16.9K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$842K - $858K
|
16.8K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.7K+ 201.5% |
$837K - $854K
|
25K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 54.35% |
$837K - $854K
|
47.4K
$2.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.6KNew |
$830K - $846K
|
16.6K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.3K+ 2.71% |
$817K - $833K
|
618K
$32M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
16.1KNew |
$808K - $824K
|
16.1K
$835K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.8K+ 19.96% |
$792K - $807K
|
95K
$4.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 29.66% |
$782K - $798K
|
68.2K
$3.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15KNew |
$751K - $766K
|
15K
$776K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$749K - $763K
|
14.9K
$774K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.9KNew |
$747K - $762K
|
14.9K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
14.9K+ 1157.63% |
$745K - $759K
|
16.1K
$836K
|