Purchases and Sales Made in Q3 2025 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
559K+ 14.72% |
$28.4M - $28.7M
|
4.36M
$226M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
247K+ 53.26% |
$12.6M - $12.7M
|
711K
$36.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
145KNew |
$7.37M - $7.45M
|
145K
$7.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
120KNew |
$6.08M - $6.14M
|
120K
$6.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
107K+ 4.76% |
$5.44M - $5.49M
|
2.35M
$122M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
102K+ 205.14% |
$5.18M - $5.23M
|
151K
$7.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
97.4K+ 31.12% |
$4.96M - $5M
|
411K
$21.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
92.9K+ 248.22% |
$4.72M - $4.77M
|
130K
$6.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
81.8K+ 4.07% |
$4.16M - $4.2M
|
2.09M
$108M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.5K+ 13.27% |
$2.97M - $3M
|
499K
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
57.5K+ 12.02% |
$2.92M - $2.95M
|
536K
$27.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
45.2K+ 9.03% |
$2.3M - $2.32M
|
546K
$28.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
44.1K+ 2.56% |
$2.24M - $2.26M
|
1.77M
$91.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
43K+ 20.74% |
$2.19M - $2.21M
|
250K
$13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
39.4K+ 20.07% |
$2M - $2.02M
|
236K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.2K+ 33.16% |
$1.74M - $1.75M
|
137K
$7.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
27.7K+ 8.65% |
$1.41M - $1.42M
|
348K
$18M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.1K+ 16.01% |
$1.28M - $1.29M
|
182K
$9.42M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24K+ 44.99% |
$1.22M - $1.23M
|
77.2K
$4M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
23.9K+ 3.34% |
$1.21M - $1.23M
|
739K
$38.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
22.8K+ 43.09% |
$1.16M - $1.17M
|
75.7K
$3.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.3K+ 11.06% |
$1.03M - $1.04M
|
204K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19.3K+ 3.71% |
$980K - $989K
|
539K
$27.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
18.2KNew |
$928K - $937K
|
18.2K
$945K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9K+ 12.78% |
$811K - $819K
|
141K
$7.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 16.07% |
$638K - $644K
|
90.7K
$4.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
12K+ 9.0% |
$610K - $616K
|
145K
$7.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 12.14% |
$555K - $560K
|
101K
$5.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.8KNew |
$548K - $554K
|
10.8K
$558K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.7K+ 71.5% |
$542K - $547K
|
25.6K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.2KNew |
$521K - $526K
|
10.2K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
9.63K+ 32.3% |
$489K - $494K
|
39.4K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.53KNew |
$434K - $438K
|
8.53K
$442K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.33K+ 2.1% |
$424K - $428K
|
405K
$21M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.3K+ 19.24% |
$422K - $426K
|
51.4K
$2.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.93K+ 11.8% |
$403K - $407K
|
75.1K
$3.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.77K+ 16.37% |
$395K - $399K
|
55.2K
$2.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.23K+ 2.4% |
$368K - $371K
|
309K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
6.21K+ 8.54% |
$316K - $319K
|
78.9K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
6.17K+ 13.64% |
$314K - $317K
|
51.4K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.12K+ 13.42% |
$311K - $314K
|
51.8K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 8.24% |
$290K - $293K
|
75K
$3.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.65K+ 10.51% |
$287K - $290K
|
59.4K
$3.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.92% |
$287K - $290K
|
87.2K
$4.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.6K+ 7.22% |
$285K - $288K
|
83.2K
$4.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.53K+ 2.84% |
$281K - $284K
|
200K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.36K+ 23.96% |
$272K - $275K
|
27.7K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.12K+ 10.82% |
$260K - $263K
|
52.4K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.08K+ 3.37% |
$258K - $261K
|
156K
$8.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
4.25K+ 6.91% |
$216K - $218K
|
65.7K
$3.4M
|