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
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 6.04% |
$3.44K - $3.62K
|
1.21K
$60.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
60+ 5.97% |
$2.99K - $3.15K
|
1.07K
$53.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 1.47% |
$2.89K - $3.04K
|
4.01K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
56+ 11.22% |
$2.79K - $2.94K
|
555
$27.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 783.33% |
$2.34K - $2.47K
|
53
$2.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
45+ 0.14% |
$2.24K - $2.36K
|
33.4K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$1.9K - $1.99K
|
38
$1.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$1.55K - $1.63K
|
31
$1.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26+ 4.21% |
$1.3K - $1.36K
|
643
$32.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.94% |
$948 - $997
|
996
$49.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15+ 0.13% |
$748 - $787
|
11.5K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9New |
$449 - $472
|
9
$451
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8+ 4.26% |
$399 - $420
|
196
$9.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 28.57% |
$199 - $210
|
18
$903
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 3.23% |
$99.7 - $105
|
64
$3.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.01% |
$99.7 - $105
|
23.3K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.24% |
$150 - $157
|
1.25K
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36- 0.11% |
$1.8K - $1.89K
|
33.2K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-58- 0.97% |
$2.89K - $3.04K
|
5.89K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-74- 0.31% |
$3.69K - $3.88K
|
23.5K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-81- 8.07% |
$4.04K - $4.25K
|
923
$46.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.71% |
$6.73K - $7.08K
|
7.76K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-144- 1.03% |
$7.18K - $7.55K
|
13.9K
$696K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-154- 52.74% |
$7.68K - $8.08K
|
138
$6.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-241- 3.3% |
$12K - $12.6K
|
7.07K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-276- 3.51% |
$13.8K - $14.5K
|
7.6K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-288- 2.8% |
$14.4K - $15.1K
|
10K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-431- 2.73% |
$21.5K - $22.6K
|
15.4K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-478- 6.38% |
$23.8K - $25.1K
|
7.02K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-602- 4.47% |
$30K - $31.6K
|
12.9K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-653- 19.35% |
$32.6K - $34.3K
|
2.72K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-721- 10.73% |
$36K - $37.8K
|
6K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-765- 46.42% |
$38.2K - $40.1K
|
883
$44.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-869- 1.55% |
$43.3K - $45.6K
|
55.1K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-925- 4.36% |
$46.1K - $48.5K
|
20.3K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-978- 17.97% |
$48.8K - $51.3K
|
4.46K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.1K- 14.34% |
$54.7K - $57.5K
|
6.56K
$329K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.16K- 4.71% |
$57.9K - $60.9K
|
23.5K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.89K- 93.5% |
$144K - $152K
|
201
$10.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.7K- 19.65% |
$185K - $194K
|
15.1K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.48K- 2.62% |
$223K - $235K
|
166K
$8.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.94K- 11.7% |
$247K - $259K
|
37.3K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.94K- 20.84% |
$296K - $312K
|
22.6K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 61.97% |
$675K - $710K
|
8.3K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-14.5K- 24.29% |
$725K - $762K
|
45.3K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.6K- 39.43% |
$828K - $871K
|
25.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.1K- 52.75% |
$1.1M - $1.16M
|
19.8K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-23.6K- 0.28% |
$1.18M - $1.24M
|
8.54M
$428M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51.1K- 88.59% |
$2.55M - $2.68M
|
6.58K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-624K- 40.44% |
$31.1M - $32.7M
|
918K
$46M
|