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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.74K+ 22.79% |
$286K - $301K
|
30.9K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.7K+ 1.85% |
$284K - $299K
|
314K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.69K+ 11.93% |
$284K - $299K
|
53.4K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.58K+ 67.41% |
$278K - $293K
|
13.8K
$702K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5.5K+ 14.29% |
$274K - $288K
|
44K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.43K+ 21.46% |
$271K - $285K
|
30.7K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.43KNew |
$271K - $285K
|
5.43K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.41K+ 10.64% |
$270K - $284K
|
56.2K
$2.85M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.39KNew |
$269K - $282K
|
5.39K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.31K+ 81.94% |
$265K - $279K
|
11.8K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.17K+ 0.36% |
$258K - $271K
|
1.45M
$73.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.05K+ 6.9% |
$252K - $265K
|
78.2K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.01K+ 20.17% |
$250K - $263K
|
29.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5K+ 19.47% |
$249K - $262K
|
30.7K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.93K+ 11.51% |
$246K - $258K
|
47.7K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$243K - $256K
|
4.88K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.85KNew |
$242K - $254K
|
4.85K
$246K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.76K+ 42.34% |
$238K - $250K
|
16K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.7K+ 104.01% |
$234K - $246K
|
9.21K
$467K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.56K+ 64.64% |
$228K - $239K
|
11.6K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.54K+ 40.04% |
$227K - $238K
|
15.9K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.39K+ 50.5% |
$219K - $230K
|
13.1K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.36KNew |
$218K - $229K
|
4.36K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.2K+ 10.43% |
$209K - $220K
|
44.4K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.19K+ 19.45% |
$209K - $220K
|
25.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.02K+ 28.04% |
$200K - $211K
|
18.4K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4K+ 7.19% |
$200K - $210K
|
59.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.86K+ 2.4% |
$192K - $202K
|
164K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
3.84K+ 5.79% |
$192K - $202K
|
70.2K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.81K+ 0.77% |
$190K - $200K
|
501K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.75K+ 8.27% |
$187K - $196K
|
49K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.62K+ 57.89% |
$180K - $190K
|
9.87K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.58K+ 3.17% |
$178K - $188K
|
116K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 27.92% |
$172K - $181K
|
15.8K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.38K+ 3.22% |
$168K - $177K
|
108K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.21K+ 23.89% |
$160K - $169K
|
16.7K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 61740.0% |
$154K - $162K
|
3.09K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.98K+ 14.77% |
$149K - $156K
|
23.2K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.88K+ 3.4% |
$144K - $151K
|
87.7K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.87K+ 3.99% |
$143K - $151K
|
74.9K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 8.78% |
$143K - $150K
|
35.5K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.84K+ 5.06% |
$142K - $149K
|
59K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.78K+ 33.17% |
$139K - $146K
|
11.2K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 98.03% |
$137K - $144K
|
5.53K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.55KNew |
$127K - $134K
|
2.55K
$129K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.48K+ 5.25% |
$124K - $130K
|
49.8K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.48K+ 37.7% |
$123K - $130K
|
9.04K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.41KNew |
$120K - $126K
|
2.41K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$117K - $123K
|
2.34K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 5.18% |
$111K - $117K
|
45.1K
$2.29M
|