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 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7KNew |
$351K - $358K
|
7K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.9KNew |
$346K - $353K
|
6.9K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.84KNew |
$342K - $349K
|
6.84K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.83K+ 14.01% |
$342K - $349K
|
55.6K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.77KNew |
$339K - $346K
|
6.77K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.54KNew |
$327K - $334K
|
6.54K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.52KNew |
$326K - $333K
|
6.52K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.44KNew |
$323K - $329K
|
6.44K
$333K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.37KNew |
$319K - $325K
|
6.37K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.32KNew |
$316K - $323K
|
6.32K
$327K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.27KNew |
$314K - $320K
|
6.27K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
6.22K+ 17.02% |
$311K - $318K
|
42.7K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.12KNew |
$306K - $312K
|
6.12K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07KNew |
$304K - $310K
|
6.07K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$295K - $301K
|
5.9K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.82KNew |
$291K - $297K
|
5.82K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.8KNew |
$290K - $296K
|
5.8K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.59K+ 3.24% |
$280K - $285K
|
178K
$9.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.49KNew |
$275K - $281K
|
5.49K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.21K+ 9.92% |
$261K - $266K
|
57.8K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.2KNew |
$261K - $266K
|
5.2K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.17KNew |
$259K - $264K
|
5.17K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.12KNew |
$256K - $261K
|
5.12K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.03KNew |
$252K - $257K
|
5.03K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.01KNew |
$251K - $256K
|
5.01K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.96KNew |
$249K - $254K
|
4.96K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.95K+ 2.99% |
$248K - $253K
|
170K
$8.82M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
4.94KNew |
$247K - $252K
|
4.94K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4.9K+ 10.55% |
$245K - $250K
|
51.3K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.87KNew |
$244K - $249K
|
4.87K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.87KNew |
$244K - $249K
|
4.87K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.64K+ 43.48% |
$233K - $237K
|
15.3K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.57K+ 5.09% |
$229K - $234K
|
94.4K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.5KNew |
$225K - $230K
|
4.5K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.5KNew |
$225K - $230K
|
4.5K
$233K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.49KNew |
$225K - $230K
|
4.49K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.39K+ 3.7% |
$220K - $224K
|
123K
$6.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.35KNew |
$218K - $222K
|
4.35K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.26KNew |
$214K - $218K
|
4.26K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.24KNew |
$212K - $216K
|
4.24K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.11K+ 15.5% |
$206K - $210K
|
30.6K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.95KNew |
$198K - $202K
|
3.95K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.93K+ 12.6% |
$197K - $201K
|
35.1K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.79KNew |
$190K - $193K
|
3.79K
$196K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
3.76K+ 14.37% |
$188K - $192K
|
29.9K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.64K+ 2.96% |
$182K - $186K
|
127K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 93.11% |
$178K - $181K
|
7.37K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
3.55K+ 3.55% |
$178K - $181K
|
103K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.4K+ 29.23% |
$170K - $174K
|
15K
$778K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 15.76% |
$168K - $171K
|
24.6K
$1.27M
|