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 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
553New |
$27.7K - $28.3K
|
553
$28.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
532+ 7.27% |
$26.6K - $27.2K
|
7.85K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
507+ 74.45% |
$25.4K - $25.9K
|
1.19K
$61.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
477+ 1.13% |
$23.9K - $24.4K
|
42.7K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$20K - $20.4K
|
400
$20.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
391+ 2.71% |
$19.6K - $20K
|
14.8K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
358+ 7.42% |
$17.9K - $18.3K
|
5.18K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
349+ 4.92% |
$17.5K - $17.8K
|
7.45K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
306+ 99.03% |
$15.3K - $15.6K
|
615
$31.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
292+ 7.19% |
$14.6K - $14.9K
|
4.35K
$225K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
287New |
$14.4K - $14.7K
|
287
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284+ 2028.57% |
$14.2K - $14.5K
|
298
$15.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284+ 2028.57% |
$14.2K - $14.5K
|
298
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
269New |
$13.5K - $13.7K
|
269
$13.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
262+ 0.57% |
$13.1K - $13.4K
|
46.6K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
259New |
$13K - $13.2K
|
259
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
259New |
$13K - $13.2K
|
259
$13.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
232+ 1288.89% |
$11.6K - $11.9K
|
250
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
217New |
$10.9K - $11.1K
|
217
$11.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
211New |
$10.6K - $10.8K
|
211
$10.9K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 0.53% |
$10K - $10.2K
|
38.1K
$1.97M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
193New |
$9.67K - $9.86K
|
193
$9.99K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
187+ 1.46% |
$9.37K - $9.55K
|
13K
$672K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
175+ 3.19% |
$8.77K - $8.94K
|
5.67K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
160+ 2.48% |
$8.01K - $8.17K
|
6.62K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
139New |
$6.96K - $7.1K
|
139
$7.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
131New |
$6.56K - $6.69K
|
131
$6.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
113New |
$5.66K - $5.77K
|
113
$5.85K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
113+ 0.95% |
$5.66K - $5.77K
|
12K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92New |
$4.61K - $4.7K
|
92
$4.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 2.34% |
$4.26K - $4.34K
|
3.72K
$192K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 15.2% |
$3.81K - $3.88K
|
576
$29.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
67+ 1.65% |
$3.36K - $3.42K
|
4.13K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64+ 6.43% |
$3.21K - $3.27K
|
1.06K
$54.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
54+ 100.0% |
$2.7K - $2.76K
|
108
$5.59K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52New |
$2.6K - $2.66K
|
52
$2.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
51+ 0.35% |
$2.55K - $2.61K
|
14.8K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
51+ 4.17% |
$2.55K - $2.61K
|
1.28K
$66K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
48New |
$2.4K - $2.45K
|
48
$2.49K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
47New |
$2.35K - $2.4K
|
47
$2.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.46% |
$2.3K - $2.35K
|
9.94K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
39+ 0.19% |
$1.95K - $1.99K
|
20.1K
$1.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34New |
$1.7K - $1.74K
|
34
$1.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 18.99% |
$1.5K - $1.53K
|
188
$9.73K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21+ 1.21% |
$1.05K - $1.07K
|
1.76K
$91.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19New |
$952 - $971
|
19
$984
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12+ 0.25% |
$601 - $613
|
4.74K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$501 - $511
|
10.1K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7+ 0.41% |
$351 - $358
|
1.74K
$89.8K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3New |
$150 - $153
|
3
$155
|