Purchases and Sales Made in Q1 2025 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
851K+ 33.3% |
$42.1M - $42.9M
|
3.41M
$174M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757K+ 5.31% |
$37.4M - $38.2M
|
15M
$768M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
754K+ 126.93% |
$37.3M - $38M
|
1.35M
$68.9M
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
532K+ 47.55% |
$26.3M - $26.8M
|
1.65M
$84.4M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
432KNew |
$21.3M - $21.8M
|
432K
$22.1M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
304K+ 2.15% |
$15M - $15.4M
|
14.4M
$739M
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
296KNew |
$14.6M - $14.9M
|
296K
$15.1M
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
209K+ 53.2% |
$10.3M - $10.5M
|
602K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
196K+ 2126.21% |
$9.68M - $9.88M
|
205K
$10.5M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
175K+ 156.03% |
$8.66M - $8.84M
|
288K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
175K+ 23.15% |
$8.62M - $8.8M
|
928K
$47.5M
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
172K+ 2.02% |
$8.52M - $8.69M
|
8.71M
$446M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
154K+ 261.42% |
$7.61M - $7.77M
|
213K
$10.9M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
150K+ 5.63% |
$7.41M - $7.56M
|
2.81M
$144M
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
145K+ 4921.03% |
$7.17M - $7.32M
|
148K
$7.57M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
133K+ 6.42% |
$6.59M - $6.72M
|
2.21M
$113M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
124K+ 18.48% |
$6.11M - $6.24M
|
793K
$40.6M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
123K+ 20.59% |
$6.09M - $6.22M
|
722K
$36.9M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
102KNew |
$5.06M - $5.17M
|
102K
$5.24M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 33.14% |
$5.02M - $5.12M
|
408K
$20.9M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 5.28% |
$4.97M - $5.07M
|
2M
$103M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
99.6KNew |
$4.92M - $5.02M
|
99.6K
$5.09M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
88.3K+ 198.78% |
$4.36M - $4.45M
|
133K
$6.79M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
85.9K+ 8.38% |
$4.25M - $4.33M
|
1.11M
$56.9M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
79.2KNew |
$3.91M - $3.99M
|
79.2K
$4.05M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.7K+ 38.72% |
$3.35M - $3.41M
|
243K
$12.4M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
59.1K+ 9.4% |
$2.92M - $2.98M
|
687K
$35.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.6K+ 11.23% |
$2.84M - $2.9M
|
570K
$29.2M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
49.9K+ 44.0% |
$2.47M - $2.52M
|
163K
$8.35M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
49.8KNew |
$2.46M - $2.51M
|
49.8K
$2.55M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.2K+ 13.39% |
$2.38M - $2.43M
|
408K
$20.9M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
46.7K+ 31.07% |
$2.31M - $2.35M
|
197K
$10.1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.6K+ 3.13% |
$2.3M - $2.35M
|
1.54M
$78.7M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34K+ 6.97% |
$1.68M - $1.71M
|
522K
$26.7M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.7KNew |
$1.66M - $1.7M
|
33.7K
$1.72M
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
33.1K+ 72.95% |
$1.63M - $1.67M
|
78.4K
$4.01M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.6K+ 70.53% |
$1.56M - $1.6M
|
76.5K
$3.91M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.9K+ 10.21% |
$1.53M - $1.56M
|
334K
$17.1M
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
26.5K+ 5.23% |
$1.31M - $1.34M
|
534K
$27.3M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 47.93% |
$1.27M - $1.29M
|
79K
$4.04M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23.8K+ 3.59% |
$1.18M - $1.2M
|
688K
$35.2M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 82.71% |
$1.17M - $1.19M
|
52.1K
$2.67M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
21.8K+ 245.02% |
$1.08M - $1.1M
|
30.6K
$1.57M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
21.7K+ 175.18% |
$1.07M - $1.1M
|
34.1K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21.5K+ 1.48% |
$1.06M - $1.08M
|
1.47M
$75.2M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.8KNew |
$978K - $998K
|
19.8K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
19K+ 9.17% |
$938K - $957K
|
226K
$11.6M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.1K+ 3.3% |
$843K - $860K
|
533K
$27.3M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16.3K+ 10.79% |
$808K - $824K
|
168K
$8.58M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.4K+ 70.78% |
$713K - $728K
|
34.8K
$1.78M
|