Latest Institutional Purchases of Ishares Tr Core Intl Aggregate (IAGG)
This list provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
404+ 0.29% |
$20K - $20.4K
|
142K
$7.27M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$98.1K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
363+ 16.18% |
$17.9K - $18.3K
|
2.61K
$133K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
359+ 1.58% |
$17.7K - $18.1K
|
23K
$1.18M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
346+ 8.31% |
$17.1K - $17.4K
|
4.51K
$231K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
319+ 2.34% |
$15.8K - $16.1K
|
13.9K
$713K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
301+ 4.29% |
$14.9K - $15.2K
|
7.32K
$374K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
257+ 127.86% |
$12.7K - $13K
|
458
$23.4K
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
244+ 2.33% |
$12.1K - $12.3K
|
10.7K
$548K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
240New |
$11.9K - $12.1K
|
240
$12.3K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
217+ 4.14% |
$10.7K - $10.9K
|
5.46K
$279K
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
201+ 1.38% |
$9.93K - $10.1K
|
14.8K
$756K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 0.68% |
$8.85K - $9.03K
|
26.5K
$1.36M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
163New |
$8.06K - $8.22K
|
163
$8.34K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$7.41K - $7.56K
|
150
$7.67K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
136+ 2.96% |
$6.72K - $6.86K
|
4.72K
$242K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
131+ 2.66% |
$6.47K - $6.61K
|
5.05K
$258K
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
123New |
$6.08K - $6.2K
|
123
$6.29K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
81+ 0.24% |
$4K - $4.08K
|
33.3K
$1.7M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
76+ 0.16% |
$3.76K - $3.83K
|
47.3K
$2.42M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 175.0% |
$3.46K - $3.53K
|
110
$5.63K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
70New |
$3.46K - $3.53K
|
70
$3.58K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
62+ 3.72% |
$3.06K - $3.13K
|
1.73K
$88.4K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
57+ 4.76% |
$2.82K - $2.87K
|
1.25K
$64.1K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.82% |
$2.47K - $2.52K
|
6.15K
$315K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
47New |
$2.32K - $2.37K
|
47
$2.4K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
45+ 12.16% |
$2.22K - $2.27K
|
415
$21.2K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$2.17K - $2.22K
|
44
$2.25K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.2K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37New |
$1.83K - $1.87K
|
37
$1.89K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 6.31% |
$1.73K - $1.77K
|
590
$30.2K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 0.4% |
$1.63K - $1.66K
|
8.29K
$424K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31New |
$1.53K - $1.56K
|
31
$1.59K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
15New |
$741 - $756
|
15
$767
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14New |
$692 - $706
|
14
$716
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$460
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$49.4 - $50.4
|
1
$51.2
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
616K+ 372.83% |
$30.7M - $32.3M
|
782K
$40M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.9K+ 282.04% |
$1.29M - $1.36M
|
35K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16.9K+ 3.63% |
$843K - $886K
|
482K
$24.7M
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.6KNew |
$827K - $870K
|
16.6K
$848K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$602K - $634K
|
12.1K
$618K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.7KNew |
$532K - $560K
|
10.7K
$546K
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.2KNew |
$509K - $535K
|
10.2K
$522K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$393K
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.43KNew |
$370K - $390K
|
7.43K
$380K
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.7M
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
6.48K+ 156.84% |
$323K - $340K
|
10.6K
$543K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.39KNew |
$319K - $335K
|
6.39K
$327K
|