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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.8KNew |
$743K - $758K
|
14.8K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.2KNew |
$710K - $724K
|
14.2K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
14KNew |
$702K - $716K
|
14K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
13.9KNew |
$698K - $712K
|
13.9K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
13.8K+ 271.08% |
$694K - $707K
|
19K
$981K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.8KNew |
$691K - $705K
|
13.8K
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13.8KNew |
$691K - $705K
|
13.8K
$715K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.7K+ 1643.56% |
$684K - $698K
|
14.5K
$750K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12.9K+ 7.66% |
$644K - $657K
|
181K
$9.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
12.8KNew |
$643K - $656K
|
12.8K
$665K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
12.8KNew |
$640K - $653K
|
12.8K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.8K+ 4.41% |
$639K - $652K
|
302K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.4K+ 58.95% |
$622K - $634K
|
33.5K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.2KNew |
$610K - $623K
|
12.2K
$631K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
12.1KNew |
$605K - $617K
|
12.1K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.7KNew |
$586K - $598K
|
11.7K
$606K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$564K - $575K
|
11.3K
$583K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$556K - $567K
|
11.1K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
11.1KNew |
$556K - $567K
|
11.1K
$575K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.1KNew |
$555K - $566K
|
11.1K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.9K+ 24.06% |
$548K - $559K
|
56.4K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.9KNew |
$548K - $559K
|
10.9K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
10.9KNew |
$545K - $556K
|
10.9K
$563K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.8K+ 31.03% |
$541K - $552K
|
45.6K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.5KNew |
$524K - $534K
|
10.5K
$541K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1K+ 90.53% |
$506K - $516K
|
21.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$504K - $514K
|
10.1K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 8.73% |
$502K - $512K
|
125K
$6.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.99K+ 62.81% |
$501K - $511K
|
25.9K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.84KNew |
$493K - $503K
|
9.84K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
9.62K+ 3.25% |
$482K - $491K
|
305K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.53KNew |
$477K - $487K
|
9.53K
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.23K+ 16.79% |
$462K - $471K
|
64.2K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.13KNew |
$457K - $466K
|
9.13K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.98KNew |
$450K - $459K
|
8.98K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.69KNew |
$435K - $444K
|
8.69K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.54K+ 673.11% |
$428K - $436K
|
9.8K
$508K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.46KNew |
$424K - $432K
|
8.46K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.33K+ 3.51% |
$417K - $425K
|
246K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8.27KNew |
$414K - $423K
|
8.27K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8.19K+ 13.89% |
$410K - $418K
|
67.2K
$3.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.15KNew |
$408K - $416K
|
8.15K
$422K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.65KNew |
$383K - $391K
|
7.65K
$396K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.63KNew |
$382K - $390K
|
7.63K
$395K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
7.42KNew |
$372K - $379K
|
7.42K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.39KNew |
$370K - $377K
|
7.39K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.32KNew |
$367K - $374K
|
7.32K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.25K+ 65.74% |
$363K - $370K
|
18.3K
$946K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.04K+ 5.21% |
$353K - $360K
|
142K
$7.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.03KNew |
$352K - $359K
|
7.03K
$364K
|