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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.9K+ 508.2% |
$992K - $1.04M
|
23.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
17.8KNew |
$887K - $933K
|
17.8K
$902K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
17.5K+ 21.72% |
$875K - $920K
|
98.3K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
17.5KNew |
$873K - $918K
|
17.5K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
17.5K+ 9.21% |
$871K - $916K
|
207K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.4KNew |
$868K - $914K
|
17.4K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16.9K+ 3.63% |
$843K - $886K
|
482K
$24.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 5.83% |
$842K - $886K
|
306K
$15.5M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.8KNew |
$838K - $882K
|
16.8K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.6KNew |
$827K - $870K
|
16.6K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
16.5KNew |
$825K - $868K
|
16.5K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
16.5KNew |
$821K - $864K
|
16.5K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 4.72% |
$807K - $849K
|
359K
$18.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
15.3K+ 5.59% |
$763K - $802K
|
289K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
14.6KNew |
$727K - $765K
|
14.6K
$739K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4K+ 27.17% |
$719K - $756K
|
67.5K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.6K+ 72.61% |
$681K - $716K
|
32.4K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 1.67% |
$642K - $675K
|
783K
$39.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
12.6KNew |
$628K - $661K
|
12.6K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$602K - $634K
|
12.1K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 1.57% |
$595K - $626K
|
772K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.9K+ 5.55% |
$594K - $624K
|
227K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.7K+ 11.86% |
$581K - $611K
|
110K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
11.6K+ 5.86% |
$579K - $609K
|
210K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.6K+ 19.2% |
$578K - $609K
|
72K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$575K - $605K
|
11.5K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.4K+ 129.67% |
$566K - $596K
|
20.1K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
11.3K+ 3.87% |
$562K - $591K
|
303K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$539K - $567K
|
10.8K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.7KNew |
$532K - $560K
|
10.7K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$516K - $542K
|
10.3K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.2KNew |
$509K - $535K
|
10.2K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 20.39% |
$492K - $517K
|
58.2K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.7K+ 69.05% |
$384K - $404K
|
18.8K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.67KNew |
$383K - $403K
|
7.67K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.67K+ 4.81% |
$382K - $402K
|
167K
$8.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.43KNew |
$370K - $390K
|
7.43K
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.06K+ 2.51% |
$352K - $370K
|
289K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.73K+ 3.61% |
$335K - $353K
|
193K
$9.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
6.48K+ 156.84% |
$323K - $340K
|
10.6K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6.42K+ 16.68% |
$320K - $337K
|
44.9K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.39KNew |
$319K - $335K
|
6.39K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.37KNew |
$318K - $334K
|
6.37K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.3K+ 6.6% |
$314K - $330K
|
102K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06K+ 26.97% |
$302K - $318K
|
28.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.04K+ 21.96% |
$301K - $317K
|
33.5K
$1.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.97KNew |
$297K - $313K
|
5.97K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.8K+ 13.59% |
$289K - $304K
|
48.4K
$2.45M
|