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 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 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
5.02KNew |
$255K - $258K
|
5.02K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.57K+ 12.02% |
$232K - $235K
|
42.6K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
4.25K+ 6.91% |
$216K - $218K
|
65.7K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.18K+ 4.42% |
$212K - $214K
|
98.6K
$5.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.17K+ 10.88% |
$212K - $214K
|
42.5K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.07K+ 19.17% |
$207K - $209K
|
25.3K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.02K+ 9.91% |
$204K - $206K
|
44.6K
$2.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.75K+ 18.69% |
$191K - $193K
|
23.8K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.66K+ 49.19% |
$186K - $188K
|
11.1K
$575K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.59K+ 18.8% |
$183K - $185K
|
22.7K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.47K+ 10.29% |
$176K - $178K
|
37.2K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.36K+ 34.3% |
$171K - $173K
|
13.2K
$682K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.35K+ 14.67% |
$170K - $172K
|
26.1K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.26K+ 27.1% |
$166K - $167K
|
15.3K
$791K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.1K+ 8.08% |
$158K - $159K
|
41.5K
$2.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.96K+ 13.99% |
$151K - $152K
|
24.1K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.72K+ 3.67% |
$139K - $140K
|
77K
$3.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.59K+ 12.8% |
$131K - $133K
|
22.8K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
2.57K+ 8.6% |
$131K - $132K
|
32.5K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.38K+ 12.31% |
$121K - $122K
|
21.7K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.3K+ 4.91% |
$117K - $118K
|
49.1K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.28K+ 15.22% |
$116K - $117K
|
17.3K
$894K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 51.27% |
$110K - $112K
|
6.41K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.94KNew |
$98.6K - $99.6K
|
1.94K
$100K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.87K+ 2.91% |
$94.9K - $95.8K
|
66K
$3.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.8K+ 13.97% |
$91.3K - $92.2K
|
14.6K
$758K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.74K+ 14.5% |
$88.5K - $89.3K
|
13.7K
$711K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69K+ 11.92% |
$85.8K - $86.7K
|
15.9K
$821K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.6K+ 14.38% |
$81.6K - $82.4K
|
12.8K
$661K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.51K+ 5.21% |
$76.8K - $77.6K
|
30.5K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.48K+ 7.41% |
$75.2K - $75.9K
|
21.4K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.45K+ 26.41% |
$73.7K - $74.5K
|
6.94K
$359K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.33K+ 2.36% |
$67.6K - $68.2K
|
57.7K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.32K+ 2.79% |
$67.2K - $67.8K
|
48.7K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 18.52% |
$64.4K - $65K
|
8.1K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 6.26% |
$62.5K - $63.1K
|
20.8K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.18K+ 4.34% |
$59.9K - $60.4K
|
28.3K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 16.97% |
$55.6K - $56.1K
|
7.53K
$390K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.03K+ 6.2% |
$52.2K - $52.7K
|
17.6K
$911K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1K+ 11.19% |
$50.9K - $51.4K
|
9.94K
$515K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1K+ 7.83% |
$50.9K - $51.4K
|
13.8K
$713K
|