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 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.12K+ 6.62% |
$106K - $111K
|
34.2K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.12K+ 45.85% |
$106K - $111K
|
6.73K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.12K+ 13.8% |
$106K - $111K
|
17.4K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.04K+ 10.63% |
$102K - $107K
|
21.2K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.03K+ 4.85% |
$101K - $106K
|
43.8K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.98K+ 4.82% |
$98.5K - $104K
|
42.9K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 49.11% |
$93.7K - $98.5K
|
5.7K
$284K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.85K+ 4.24% |
$92.3K - $97.1K
|
45.5K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 4.45% |
$91.7K - $96.4K
|
43.1K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.79K+ 6.84% |
$89.2K - $93.8K
|
27.9K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.79K+ 12.82% |
$89.1K - $93.7K
|
15.7K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 43.83% |
$88.2K - $92.7K
|
5.8K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.74K+ 30.38% |
$86.9K - $91.4K
|
7.48K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.54K+ 5.24% |
$76.9K - $80.9K
|
31K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 10.55% |
$76.4K - $80.3K
|
16K
$800K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.52K+ 3.4% |
$76K - $79.9K
|
46.4K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.48K+ 2.09% |
$73.7K - $77.5K
|
72.3K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.47K+ 16.31% |
$73.3K - $77.1K
|
10.5K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.47K+ 13.62% |
$73.2K - $77K
|
12.2K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.3K+ 0.98% |
$64.8K - $68.2K
|
133K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.29K+ 14.43% |
$64.3K - $67.7K
|
10.2K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.28K+ 1.53% |
$63.7K - $67K
|
85K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.19K+ 7.75% |
$59.4K - $62.5K
|
16.6K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.16K+ 0.83% |
$57.6K - $60.6K
|
140K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.09K+ 8.54% |
$54.3K - $57.1K
|
13.8K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 1.02% |
$51K - $53.6K
|
102K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02K+ 92.29% |
$50.8K - $53.4K
|
2.12K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1K+ 10.91% |
$49.9K - $52.5K
|
10.2K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
962+ 10.52% |
$48K - $50.5K
|
10.1K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
915+ 3.05% |
$45.6K - $48K
|
30.9K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
915+ 2.38% |
$45.6K - $48K
|
39.3K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
906+ 0.83% |
$45.2K - $47.5K
|
110K
$5.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
904+ 4.18% |
$45.1K - $47.4K
|
22.5K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
894+ 10.79% |
$44.6K - $46.9K
|
9.18K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
757+ 0.5% |
$37.8K - $39.7K
|
151K
$7.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
751+ 4.29% |
$37.5K - $39.4K
|
18.3K
$911K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
720+ 11.05% |
$35.9K - $37.8K
|
7.24K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
713+ 1.66% |
$35.6K - $37.4K
|
43.6K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
710+ 2.84% |
$35.4K - $37.2K
|
25.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
682+ 0.53% |
$34K - $35.8K
|
129K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
599+ 13.24% |
$29.9K - $31.4K
|
5.12K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
575+ 3.76% |
$28.7K - $30.2K
|
15.9K
$792K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
567+ 3.07% |
$28.3K - $29.7K
|
19K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
554+ 0.89% |
$27.6K - $29.1K
|
62.8K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
510+ 3.78% |
$25.4K - $26.8K
|
14K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
506+ 12.04% |
$25.2K - $26.5K
|
4.71K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 1.39% |
$24.9K - $26.2K
|
36.5K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
461+ 1.13% |
$23K - $24.2K
|
41.2K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
458+ 3.84% |
$22.8K - $24K
|
12.4K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
449+ 7.87% |
$22.4K - $23.6K
|
6.15K
$307K
|