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 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$98.1K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.86K- 11.33% |
$438K - $447K
|
69.3K
$3.55M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-43K- 2.92% |
$2.13M - $2.17M
|
1.43M
$73.2M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
256+ 2.46% |
$12.7K - $12.9K
|
10.7K
$546K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$460
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
21.7K+ 175.18% |
$1.07M - $1.1M
|
34.1K
$1.74M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.04K- 3.12% |
$51.4K - $52.4K
|
32.3K
$1.65M
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.45K- 27.41% |
$171K - $174K
|
9.14K
$468K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92K+ 7.44% |
$145K - $147K
|
42.2K
$2.16M
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-18.8K- 11.29% |
$927K - $946K
|
147K
$7.54M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$628K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-463- 6.91% |
$22.9K - $23.3K
|
6.24K
$319K
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.54K- 5.64% |
$274K - $279K
|
92.8K
$4.75M
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.91K+ 2.87% |
$94.1K - $96.1K
|
68.2K
$3.49M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
432KNew |
$21.3M - $21.8M
|
432K
$22.1M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-90- 0.38% |
$4.45K - $4.54K
|
23.4K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
583+ 4.21% |
$28.8K - $29.4K
|
14.4K
$738K
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
851K+ 33.3% |
$42.1M - $42.9M
|
3.41M
$174M
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$249K - $254K
|
5.03K
$257K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.4K+ 20.99% |
$267K - $272K
|
31.1K
$1.59M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.99% |
$593 - $605
|
1.22K
$62.6K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.52K+ 34.79% |
$174K - $177K
|
13.6K
$697K
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
33.1K+ 72.95% |
$1.63M - $1.67M
|
78.4K
$4.01M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-146K- 40.55% |
$7.2M - $7.35M
|
214K
$10.9M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.4K+ 3.84% |
$69.2K - $70.6K
|
37.9K
$1.94M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.11K- 7.03% |
$54.6K - $55.7K
|
14.6K
$748K
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-317K- 88.45% |
$15.7M - $16M
|
41.4K
$2.12M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$695K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-398- 2.59% |
$19.7K - $20.1K
|
15K
$766K
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26+ 0.48% |
$1.28K - $1.31K
|
5.49K
$281K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-277- 0.99% |
$13.7K - $14K
|
27.7K
$1.41M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-5.49K- 39.65% |
$271K - $277K
|
8.36K
$427K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.57K+ 15.64% |
$77.3K - $78.9K
|
11.6K
$592K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.79K- 3.48% |
$88.6K - $90.4K
|
49.8K
$2.55M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.5K+ 4.47% |
$669K - $683K
|
316K
$16.2M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-2.6K- 95.63% |
$129K - $131K
|
119
$6.09K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
551+ 2.14% |
$27.2K - $27.8K
|
26.3K
$1.35M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-813- 10.39% |
$40.2K - $41K
|
7.01K
$359K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.5K- 7.8% |
$371K - $378K
|
88.6K
$4.53M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.7KNew |
$1.66M - $1.7M
|
33.7K
$1.72M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.87K+ 15.04% |
$438K - $447K
|
67.8K
$3.47M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.2K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 5.87% |
$8.01K - $8.17K
|
2.92K
$149K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.11K+ 6.72% |
$154K - $157K
|
49.5K
$2.53M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
616K+ 372.83% |
$30.7M - $32.3M
|
782K
$40M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
209New |
$10.4K - $11K
|
209
$10.7K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$299 - $315
|
6
$307
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.39KNew |
$269K - $282K
|
5.39K
$275K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.85K+ 4.24% |
$92.3K - $97.1K
|
45.5K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.31K+ 81.94% |
$265K - $279K
|
11.8K
$603K
|