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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
359+ 1.58% |
$17.7K - $18.1K
|
23K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$54.8K - $55.9K
|
1.11K
$56.7K
|
|
|
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
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.5K+ 15.73% |
$123K - $126K
|
18.4K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.5K- 0.97% |
$371K - $378K
|
765K
$39.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.45K+ 5.58% |
$121K - $124K
|
46.4K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.61K+ 33.23% |
$79.6K - $81.2K
|
6.46K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
19K+ 9.17% |
$938K - $957K
|
226K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 0.4% |
$1.63K - $1.66K
|
8.29K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.49K- 32.94% |
$172K - $176K
|
7.1K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37New |
$1.83K - $1.87K
|
37
$1.89K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.57K+ 21.65% |
$176K - $180K
|
20K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.4K+ 70.78% |
$713K - $728K
|
34.8K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-753- 4.48% |
$37.2K - $38K
|
16.1K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 0.68% |
$8.85K - $9.03K
|
26.5K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.35K- 29.14% |
$165K - $169K
|
8.14K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.64K- 11.31% |
$130K - $133K
|
20.7K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
47New |
$2.32K - $2.37K
|
47
$2.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.2K+ 9.39% |
$503K - $514K
|
119K
$6.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
133K+ 6.42% |
$6.59M - $6.72M
|
2.21M
$113M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.48K+ 37.72% |
$123K - $125K
|
9.06K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.69K- 25.77% |
$83.5K - $85.2K
|
4.87K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16.3K+ 10.79% |
$808K - $824K
|
168K
$8.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-118K- 12.88% |
$5.84M - $5.96M
|
800K
$40.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-85- 2.29% |
$4.2K - $4.29K
|
3.63K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38- 50.0% |
$1.88K - $1.92K
|
38
$1.94K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
114+ 2.42% |
$5.63K - $5.75K
|
4.82K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.81K+ 2.77% |
$287K - $293K
|
216K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
123New |
$6.08K - $6.2K
|
123
$6.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 19.79% |
$69.2K - $70.6K
|
5.67K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 1.16% |
$60.1K - $61.3K
|
106K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-329- 0.32% |
$16.3K - $16.6K
|
101K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
46.7K+ 31.07% |
$2.31M - $2.35M
|
197K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.69K+ 5.75% |
$331K - $337K
|
123K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.54K- 8.81% |
$76K - $77.6K
|
15.9K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.26K- 13.77% |
$112K - $114K
|
14.2K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.3K- 22.66% |
$64.2K - $65.6K
|
4.44K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.54K+ 13.54% |
$224K - $229K
|
38.1K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30.7K- 47.18% |
$1.52M - $1.55M
|
34.4K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.85K+ 5.7% |
$240K - $244K
|
89.9K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-70- 0.33% |
$3.46K - $3.53K
|
20.9K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
26.5K+ 5.23% |
$1.31M - $1.34M
|
534K
$27.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
3.63K+ 16.1% |
$179K - $183K
|
26.1K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.21K+ 6.2% |
$159K - $162K
|
55K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
240New |
$11.9K - $12.1K
|
240
$12.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-5.15K- 13.57% |
$255K - $260K
|
32.8K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$638K - $651K
|
12.9K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
257+ 127.86% |
$12.7K - $13K
|
458
$23.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
920+ 5.17% |
$45.5K - $46.4K
|
18.7K
$957K
|