Latest Institutional Transactions on Ishares Tr Core Intl Aggregate (IAGG)
This table provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
45+ 12.16% |
$2.22K - $2.27K
|
415
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.96K- 47.31% |
$96.8K - $98.8K
|
2.18K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
102KNew |
$5.06M - $5.17M
|
102K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-375- 15.59% |
$18.5K - $18.9K
|
2.03K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
59.1K+ 9.4% |
$2.92M - $2.98M
|
687K
$35.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.71K- 3.92% |
$84.3K - $86K
|
41.8K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 24.4% |
$64.6K - $66K
|
4.05K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
500+ 1063.83% |
$24.7K - $25.2K
|
547
$28K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-39.2K- 28.51% |
$1.94M - $1.98M
|
98.3K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-216- 2.84% |
$10.7K - $10.9K
|
7.38K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.82% |
$2.47K - $2.52K
|
6.15K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
790+ 14.24% |
$39K - $39.8K
|
6.34K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$49.4 - $50.4
|
1
$51.3
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$7.41K - $7.56K
|
150
$7.69K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-10.8K- 62.07% |
$534K - $545K
|
6.61K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757K+ 5.31% |
$37.4M - $38.2M
|
15M
$770M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.2K- 95.8% |
$257K - $262K
|
228
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.94K- 14.04% |
$343K - $350K
|
42.5K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
99.6KNew |
$4.92M - $5.02M
|
99.6K
$5.1M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
49.8KNew |
$2.46M - $2.51M
|
49.8K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
244+ 2.33% |
$12.1K - $12.3K
|
10.7K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 3.38% |
$55.4K - $56.6K
|
34.3K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
15New |
$741 - $756
|
15
$769
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.71K+ 23.33% |
$183K - $187K
|
19.6K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-145K- 98.0% |
$7.17M - $7.32M
|
2.96K
$152K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.13KNew |
$204K - $208K
|
4.13K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776- 87.88% |
$38.3K - $39.1K
|
107
$5.49K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.4KNew |
$217K - $222K
|
4.4K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.01K- 6.22% |
$50K - $51K
|
15.2K
$781K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 6.31% |
$1.73K - $1.77K
|
590
$30.2K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
131+ 2.66% |
$6.47K - $6.61K
|
5.05K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.88K+ 19.34% |
$92.7K - $94.6K
|
11.6K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34K+ 6.97% |
$1.68M - $1.71M
|
522K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-68.2K- 94.33% |
$3.37M - $3.44M
|
4.1K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$54.8K - $55.9K
|
1.11K
$56.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$2.17K - $2.22K
|
44
$2.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
47New |
$2.32K - $2.37K
|
47
$2.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
123New |
$6.08K - $6.2K
|
123
$6.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.3K- 22.66% |
$64.2K - $65.6K
|
4.44K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$638K - $651K
|
12.9K
$662K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
240New |
$11.9K - $12.1K
|
240
$12.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$98.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$461
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-43K- 2.92% |
$2.13M - $2.17M
|
1.43M
$73.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
920+ 5.17% |
$45.5K - $46.4K
|
18.7K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.4K+ 20.99% |
$267K - $272K
|
31.1K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$249K - $254K
|
5.03K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-398- 2.59% |
$19.7K - $20.1K
|
15K
$768K
|