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
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.33KNew |
$167K - $170K
|
3.33K
$172K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.33K+ 58.68% |
$167K - $170K
|
9K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.31K+ 46.03% |
$166K - $169K
|
10.5K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.2K+ 3.72% |
$160K - $163K
|
89.2K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.17K+ 69.56% |
$159K - $162K
|
7.73K
$400K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.16K+ 4.56% |
$158K - $162K
|
72.5K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.12K+ 41.44% |
$156K - $159K
|
10.6K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.06K+ 8.9% |
$153K - $156K
|
37.4K
$1.94M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.04KNew |
$152K - $155K
|
3.04K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.9K+ 4142.86% |
$145K - $148K
|
2.97K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.87K+ 5.61% |
$144K - $147K
|
54.1K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.85K+ 27.19% |
$143K - $146K
|
13.3K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.85KNew |
$143K - $145K
|
2.85K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.67K+ 38.1% |
$134K - $136K
|
9.68K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.64KNew |
$132K - $135K
|
2.64K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.49K+ 58.63% |
$125K - $127K
|
6.73K
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 6.28% |
$117K - $120K
|
39.6K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.23K+ 15.94% |
$111K - $114K
|
16.2K
$838K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 34.04% |
$109K - $111K
|
8.59K
$445K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.18K+ 1.11% |
$109K - $111K
|
199K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.16K+ 5.97% |
$108K - $110K
|
38.4K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.92K+ 10.6% |
$96.3K - $98.2K
|
20.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.91K+ 0.59% |
$95.6K - $97.5K
|
326K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.91K+ 2.41% |
$95.5K - $97.4K
|
81.1K
$4.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.72K+ 2.24% |
$85.9K - $87.6K
|
78.3K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.66K+ 1.07% |
$83.2K - $84.9K
|
157K
$8.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 30.85% |
$82.1K - $83.8K
|
6.96K
$360K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.63K+ 2.4% |
$81.5K - $83.1K
|
69.5K
$3.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.58K+ 6.08% |
$79.3K - $80.9K
|
27.6K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$79.1K - $80.7K
|
1.58K
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.28K+ 238.43% |
$64K - $65.3K
|
1.81K
$93.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.25K+ 4.53% |
$62.8K - $64K
|
28.9K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.23K+ 4.32% |
$61.8K - $63K
|
29.8K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.18KNew |
$59.1K - $60.3K
|
1.18K
$61.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.05K+ 0.88% |
$52.4K - $53.4K
|
120K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 6.81% |
$51.8K - $52.9K
|
16.2K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$50.7K - $51.7K
|
1.01K
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
990+ 9.35% |
$49.6K - $50.6K
|
11.6K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
964+ 5.01% |
$48.3K - $49.3K
|
20.2K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
905+ 9.76% |
$45.3K - $46.2K
|
10.2K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
899+ 7.39% |
$45K - $45.9K
|
13.1K
$677K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
886+ 11075.0% |
$44.4K - $45.3K
|
894
$46.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
832+ 2189.47% |
$41.7K - $42.5K
|
870
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
813+ 1.64% |
$40.7K - $41.5K
|
50.3K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
807+ 2.43% |
$40.4K - $41.2K
|
34.1K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
800+ 3.84% |
$40.1K - $40.9K
|
21.7K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
782+ 1.81% |
$39.2K - $40K
|
43.9K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
780+ 26.7% |
$39.1K - $39.9K
|
3.7K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
658+ 3.58% |
$33K - $33.6K
|
19K
$985K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
593+ 4.04% |
$29.7K - $30.3K
|
15.3K
$791K
|