Purchases and Sales Made in Q4 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
166K+ 33.33% |
$8.27M - $8.7M
|
664K
$33.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
89.9K+ 1450.09% |
$4.48M - $4.71M
|
96.1K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59K+ 2.92% |
$2.94M - $3.09M
|
2.08M
$104M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
55.7K+ 9.72% |
$2.78M - $2.92M
|
628K
$31.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
51.6KNew |
$2.57M - $2.71M
|
51.6K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
51.3K+ 8.03% |
$2.56M - $2.69M
|
690K
$34.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.2K+ 8.96% |
$2.46M - $2.58M
|
599K
$30M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
35.8K+ 154.77% |
$1.79M - $1.88M
|
58.9K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34.7K+ 114.33% |
$1.73M - $1.82M
|
65.1K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
29.9K+ 36.2% |
$1.49M - $1.57M
|
112K
$5.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.6K+ 7.85% |
$1.43M - $1.5M
|
393K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
26K+ 2.6% |
$1.3M - $1.36M
|
1.03M
$51.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
25K+ 7.49% |
$1.25M - $1.31M
|
359K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.2K+ 69.28% |
$1.06M - $1.11M
|
51.7K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
17.8KNew |
$887K - $933K
|
17.8K
$892K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
17.5K+ 21.72% |
$875K - $920K
|
98.3K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 5.83% |
$842K - $886K
|
306K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
16.5KNew |
$825K - $868K
|
16.5K
$830K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 4.72% |
$807K - $849K
|
359K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
15.3K+ 5.59% |
$763K - $802K
|
289K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4K+ 27.17% |
$719K - $756K
|
67.5K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$602K - $634K
|
12.1K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.7K+ 11.86% |
$581K - $611K
|
110K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
11.6K+ 5.86% |
$579K - $609K
|
210K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.6K+ 19.2% |
$578K - $609K
|
72K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$575K - $605K
|
11.5K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.4K+ 129.67% |
$566K - $596K
|
20.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
11.3K+ 3.87% |
$562K - $591K
|
303K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.2KNew |
$509K - $535K
|
10.2K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 20.39% |
$492K - $517K
|
58.2K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.43KNew |
$370K - $390K
|
7.43K
$372K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.06K+ 2.51% |
$352K - $370K
|
289K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.73K+ 3.61% |
$335K - $353K
|
193K
$9.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6.42K+ 16.68% |
$320K - $337K
|
44.9K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.37KNew |
$318K - $334K
|
6.37K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.3K+ 6.6% |
$314K - $330K
|
102K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.8K+ 13.59% |
$289K - $304K
|
48.4K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.7K+ 1.85% |
$284K - $299K
|
314K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.58K+ 67.41% |
$278K - $293K
|
13.8K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.43K+ 21.46% |
$271K - $285K
|
30.7K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.05K+ 6.9% |
$252K - $265K
|
78.2K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.01K+ 20.17% |
$250K - $263K
|
29.9K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.85KNew |
$242K - $254K
|
4.85K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.54K+ 40.04% |
$227K - $238K
|
15.9K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.39K+ 50.5% |
$219K - $230K
|
13.1K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.36KNew |
$218K - $229K
|
4.36K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.19K+ 19.45% |
$209K - $220K
|
25.7K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.62K+ 57.89% |
$180K - $190K
|
9.87K
$495K
|