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 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.58K+ 3.17% |
$178K - $188K
|
116K
$5.83M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 27.92% |
$172K - $181K
|
15.8K
$794K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.38K+ 3.22% |
$168K - $177K
|
108K
$5.43M
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.21K+ 23.89% |
$160K - $169K
|
16.7K
$836K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 61740.0% |
$154K - $162K
|
3.09K
$155K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.88K+ 3.4% |
$144K - $151K
|
87.7K
$4.4M
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 8.78% |
$143K - $150K
|
35.5K
$1.78M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.84K+ 5.06% |
$142K - $149K
|
59K
$2.96M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 98.03% |
$137K - $144K
|
5.53K
$277K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.12K+ 6.62% |
$106K - $111K
|
34.2K
$1.71M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.12K+ 45.85% |
$106K - $111K
|
6.73K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.12K+ 13.8% |
$106K - $111K
|
17.4K
$875K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.04K+ 10.63% |
$102K - $107K
|
21.2K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.98K+ 4.82% |
$98.5K - $104K
|
42.9K
$2.15M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.79K+ 6.84% |
$89.2K - $93.8K
|
27.9K
$1.4M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.79K+ 12.82% |
$89.1K - $93.7K
|
15.7K
$788K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.74K+ 30.38% |
$86.9K - $91.4K
|
7.48K
$375K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.54K+ 5.24% |
$76.9K - $80.9K
|
31K
$1.55M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.52K+ 3.4% |
$76K - $79.9K
|
46.4K
$2.32M
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.48K+ 2.09% |
$73.7K - $77.5K
|
72.3K
$3.62M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.47K+ 16.31% |
$73.3K - $77.1K
|
10.5K
$525K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.47K+ 13.62% |
$73.2K - $77K
|
12.2K
$613K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.09K+ 8.54% |
$54.3K - $57.1K
|
13.8K
$694K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 1.02% |
$51K - $53.6K
|
102K
$5.1M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1K+ 10.91% |
$49.9K - $52.5K
|
10.2K
$510K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
962+ 10.52% |
$48K - $50.5K
|
10.1K
$507K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
915+ 2.38% |
$45.6K - $48K
|
39.3K
$1.97M
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
915+ 3.05% |
$45.6K - $48K
|
30.9K
$1.55M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
904+ 4.18% |
$45.1K - $47.4K
|
22.5K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
710+ 2.84% |
$35.4K - $37.2K
|
25.7K
$1.29M
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
682+ 0.53% |
$34K - $35.8K
|
129K
$6.48M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
567+ 3.07% |
$28.3K - $29.7K
|
19K
$955K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
554+ 0.89% |
$27.6K - $29.1K
|
62.8K
$3.15M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
510+ 3.78% |
$25.4K - $26.8K
|
14K
$702K
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
506+ 12.04% |
$25.2K - $26.5K
|
4.71K
$236K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 1.39% |
$24.9K - $26.2K
|
36.5K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
461+ 1.13% |
$23K - $24.2K
|
41.2K
$2.07M
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
356+ 0.95% |
$17.8K - $18.7K
|
38K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
318+ 4.0% |
$15.9K - $16.7K
|
8.26K
$414K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
315New |
$15.7K - $16.5K
|
315
$15.8K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
280+ 4.36% |
$14K - $14.7K
|
6.7K
$336K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
222+ 0.94% |
$11.1K - $11.6K
|
23.9K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 0.57% |
$10.4K - $11K
|
37.2K
$1.87M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
202New |
$10.1K - $10.6K
|
202
$10.1K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
185+ 3.76% |
$9.23K - $9.71K
|
5.11K
$256K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 6.48% |
$8.38K - $8.81K
|
2.76K
$138K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
166+ 4.26% |
$8.28K - $8.71K
|
4.06K
$204K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
109+ 0.85% |
$5.44K - $5.72K
|
12.9K
$646K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 1.95% |
$4.09K - $4.3K
|
4.29K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69+ 3.97% |
$3.44K - $3.62K
|
1.81K
$90.6K
|