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 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
956+ 16.49% |
$48.6K - $49.1K
|
6.75K
$350K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
921+ 7.63% |
$46.8K - $47.3K
|
13K
$673K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 5.97% |
$45.5K - $45.9K
|
15.9K
$822K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
872+ 8.56% |
$44.3K - $44.8K
|
11.1K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
831+ 9.07% |
$42.3K - $42.7K
|
10K
$518K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
819+ 5.34% |
$41.6K - $42.1K
|
16.1K
$836K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
785+ 11.87% |
$39.9K - $40.3K
|
7.4K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
700+ 4.66% |
$35.6K - $35.9K
|
15.7K
$814K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
681+ 10.69% |
$34.6K - $35K
|
7.05K
$365K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
678+ 20.35% |
$34.5K - $34.8K
|
4.01K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
658+ 0.95% |
$33.5K - $33.8K
|
70.1K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
648+ 4.34% |
$33K - $33.3K
|
15.6K
$807K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
590New |
$30K - $30.3K
|
590
$30.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
530+ 5.26% |
$27K - $27.2K
|
10.6K
$550K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
486+ 1.14% |
$24.7K - $25K
|
43.2K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
478+ 2.52% |
$24.3K - $24.5K
|
19.4K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
418+ 3.12% |
$21.3K - $21.5K
|
13.8K
$715K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
318+ 0.68% |
$16.2K - $16.3K
|
46.9K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
236+ 2.16% |
$12K - $12.1K
|
11.2K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
205New |
$10.4K - $10.5K
|
205
$10.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
157+ 0.16% |
$7.98K - $8.06K
|
101K
$5.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
151+ 1.85% |
$7.68K - $7.75K
|
8.3K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
125+ 0.58% |
$6.36K - $6.42K
|
21.8K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
116+ 7.35% |
$5.9K - $5.96K
|
1.7K
$87.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
107+ 0.61% |
$5.44K - $5.49K
|
17.6K
$912K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 204.65% |
$4.47K - $4.52K
|
131
$6.78K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
86+ 0.37% |
$4.37K - $4.42K
|
23K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
78New |
$3.97K - $4.01K
|
78
$4.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
66+ 1.47% |
$3.36K - $3.39K
|
4.56K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
57+ 4.47% |
$2.9K - $2.93K
|
1.33K
$69K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
40+ 0.57% |
$2.03K - $2.05K
|
7.04K
$365K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
40+ 0.11% |
$2.03K - $2.05K
|
35.1K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 4.8% |
$610 - $616
|
262
$13.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.16% |
$559 - $565
|
6.97K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 6.11% |
$407 - $411
|
139
$7.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1- 0.02% |
$50.9 - $51.4
|
4.8K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16- 0.12% |
$814 - $822
|
13.7K
$711K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-54- 50.0% |
$2.75K - $2.77K
|
54
$2.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-102- 0.95% |
$5.19K - $5.24K
|
10.6K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-102- 93.58% |
$5.19K - $5.24K
|
7
$362
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-239- 6.46% |
$12.2K - $12.3K
|
3.46K
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-281- 5.77% |
$14.3K - $14.4K
|
4.59K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-399- 8.04% |
$20.3K - $20.5K
|
4.56K
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-465- 2.1% |
$23.6K - $23.9K
|
21.7K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-485- 0.96% |
$24.7K - $24.9K
|
49.8K
$2.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-577- 7.48% |
$29.3K - $29.6K
|
7.14K
$369K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-592- 13.13% |
$30.1K - $30.4K
|
3.92K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-620- 9.83% |
$31.5K - $31.8K
|
5.69K
$295K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-858- 5.64% |
$43.6K - $44.1K
|
14.4K
$743K
|