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 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
415New |
$20.7K - $21.8K
|
415
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
415New |
$20.7K - $21.8K
|
415
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
370New |
$18.5K - $19.4K
|
370
$18.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
364+ 0.75% |
$18.2K - $19.1K
|
48.7K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
358+ 2105.88% |
$17.9K - $18.8K
|
375
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
356+ 0.95% |
$17.8K - $18.7K
|
38K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
344New |
$17.2K - $18K
|
344
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
326+ 0.49% |
$16.3K - $17.1K
|
67.2K
$3.35M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
321New |
$16K - $16.8K
|
321
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
318+ 4.0% |
$15.9K - $16.7K
|
8.26K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
315New |
$15.7K - $16.5K
|
315
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
308+ 31.69% |
$15.4K - $16.2K
|
1.28K
$63.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301+ 5.98% |
$15K - $15.8K
|
5.33K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
289+ 0.74% |
$14.4K - $15.2K
|
39.5K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
280+ 4.36% |
$14K - $14.7K
|
6.7K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
266+ 0.59% |
$13.3K - $14K
|
45.6K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
257+ 1.92% |
$12.8K - $13.5K
|
13.6K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
227+ 4.84% |
$11.3K - $11.9K
|
4.92K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
222+ 0.94% |
$11.1K - $11.6K
|
23.9K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
209+ 0.57% |
$10.4K - $11K
|
37.2K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
208New |
$10.4K - $10.9K
|
208
$10.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
202New |
$10.1K - $10.6K
|
202
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
193New |
$9.62K - $10.1K
|
193
$9.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
185+ 3.76% |
$9.23K - $9.71K
|
5.11K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
183+ 6.62% |
$9.13K - $9.6K
|
2.95K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
179+ 2.33% |
$8.93K - $9.39K
|
7.88K
$393K
|
|
|
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
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
158New |
$7.88K - $8.29K
|
158
$7.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150New |
$7.48K - $7.87K
|
150
$7.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
115+ 2.57% |
$5.74K - $6.03K
|
4.59K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
109+ 0.85% |
$5.44K - $5.72K
|
12.9K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
103+ 0.56% |
$5.14K - $5.4K
|
18.5K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
97+ 1.04% |
$4.84K - $5.09K
|
9.45K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 0.08% |
$4.49K - $4.72K
|
114K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 1.95% |
$4.09K - $4.3K
|
4.29K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 6.04% |
$3.44K - $3.62K
|
1.21K
$60.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69+ 3.97% |
$3.44K - $3.62K
|
1.81K
$90.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
60+ 5.97% |
$2.99K - $3.15K
|
1.07K
$53.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 1.47% |
$2.89K - $3.04K
|
4.01K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
56+ 11.22% |
$2.79K - $2.94K
|
555
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 783.33% |
$2.34K - $2.47K
|
53
$2.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
45+ 0.14% |
$2.24K - $2.36K
|
33.4K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$1.99K - $2.1K
|
40
$1.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$1.9K - $1.99K
|
38
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
33+ 4.09% |
$1.65K - $1.73K
|
839
$41.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$1.55K - $1.63K
|
31
$1.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
28New |
$1.4K - $1.47K
|
28
$1.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26+ 4.21% |
$1.3K - $1.36K
|
643
$32.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.94% |
$948 - $997
|
996
$49.7K
|