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 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4- 0.06% |
$200 - $204
|
6.24K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.02% |
$401 - $409
|
45.2K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-10- 8.4% |
$501 - $511
|
109
$5.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 1.67% |
$701 - $715
|
825
$42.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-21- 5.06% |
$1.05K - $1.07K
|
394
$20.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-29- 0.16% |
$1.45K - $1.48K
|
18.4K
$953K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-50- 0.59% |
$2.5K - $2.55K
|
8.47K
$439K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-52- 17.99% |
$2.6K - $2.66K
|
237
$12.3K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-57- 34.97% |
$2.86K - $2.91K
|
106
$5.49K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 9.36% |
$3.01K - $3.07K
|
581
$30.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-67- 1.38% |
$3.36K - $3.42K
|
4.8K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 25.77% |
$5.46K - $5.57K
|
314
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-109- 99.09% |
$5.46K - $5.57K
|
1
$51.8
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-110- 0.79% |
$5.51K - $5.62K
|
13.7K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-131- 2.87% |
$6.56K - $6.69K
|
4.44K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-136- 0.27% |
$6.81K - $6.95K
|
49.6K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-202- 0.42% |
$10.1K - $10.3K
|
47.4K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-233- 1.67% |
$11.7K - $11.9K
|
13.7K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-302- 1.7% |
$15.1K - $15.4K
|
17.5K
$906K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-308- 1.34% |
$15.4K - $15.7K
|
22.7K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-336- 1.5% |
$16.8K - $17.2K
|
22.1K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-418- 3.61% |
$20.9K - $21.4K
|
11.2K
$578K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-440- 1.88% |
$22K - $22.5K
|
23K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-446- 3.15% |
$22.3K - $22.8K
|
13.7K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-457- 0.45% |
$22.9K - $23.3K
|
101K
$5.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-470- 1.08% |
$23.5K - $24K
|
42.9K
$2.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-480- 37.5% |
$24K - $24.5K
|
800
$41.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-529- 2.29% |
$26.5K - $27K
|
22.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-542- 5.08% |
$27.1K - $27.7K
|
10.1K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-547- 0.85% |
$27.4K - $27.9K
|
63.7K
$3.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-612- 11.23% |
$30.7K - $31.3K
|
4.84K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-643- 7.7% |
$32.2K - $32.9K
|
7.71K
$399K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-721- 6.79% |
$36.1K - $36.8K
|
9.89K
$512K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-750- 0.96% |
$37.6K - $38.3K
|
77.6K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-771- 4.75% |
$38.6K - $39.4K
|
15.4K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-799- 3.39% |
$40K - $40.8K
|
22.8K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-817- 0.41% |
$40.9K - $41.7K
|
196K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.22K- 8.34% |
$61.1K - $62.3K
|
13.4K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 1.57% |
$61.7K - $62.9K
|
77.4K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.34K- 3.81% |
$67.3K - $68.6K
|
33.9K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-1.4K- 13.74% |
$70.2K - $71.6K
|
8.8K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.44K- 10.4% |
$71.9K - $73.3K
|
12.4K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.49K- 4.61% |
$74.6K - $76.1K
|
30.8K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.6K- 20.19% |
$80K - $81.6K
|
6.32K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.68K- 5.11% |
$84K - $85.7K
|
31.1K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.68K- 0.33% |
$84.2K - $85.8K
|
510K
$26.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 15.67% |
$85.3K - $87K
|
9.17K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.72K- 5.05% |
$86.3K - $88K
|
32.4K
$1.68M
|