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 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.5K+ 4.47% |
$669K - $683K
|
316K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9K+ 12.7% |
$639K - $652K
|
115K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$638K - $651K
|
12.9K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.7K+ 17.34% |
$578K - $590K
|
79.2K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 4.82% |
$539K - $550K
|
237K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.5K+ 2.1% |
$520K - $531K
|
512K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.5KNew |
$518K - $528K
|
10.5K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.2K+ 9.39% |
$503K - $514K
|
119K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
10K+ 3.19% |
$494K - $504K
|
324K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.53K+ 22.11% |
$471K - $481K
|
52.6K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.07K+ 8.26% |
$448K - $457K
|
119K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.01K+ 29.11% |
$445K - $454K
|
40K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 23.62% |
$440K - $449K
|
46.6K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.87K+ 15.04% |
$438K - $447K
|
67.8K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.95K+ 43.32% |
$393K - $401K
|
26.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7.92KNew |
$391K - $399K
|
7.92K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.23K+ 10.04% |
$357K - $365K
|
79.2K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7KNew |
$346K - $353K
|
7K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7K+ 120.58% |
$346K - $353K
|
12.8K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.69K+ 5.75% |
$331K - $337K
|
123K
$6.29M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
6.49K+ 3.05% |
$321K - $327K
|
219K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.37K+ 10.68% |
$315K - $321K
|
66K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.24K+ 11.68% |
$308K - $315K
|
59.6K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.81K+ 2.77% |
$287K - $293K
|
216K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.78K+ 10.78% |
$286K - $291K
|
59.4K
$3.04M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.47K+ 3.28% |
$271K - $276K
|
172K
$8.82M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
5.42K+ 23.39% |
$268K - $273K
|
28.6K
$1.46M
|
|
|
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
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.85K+ 5.7% |
$240K - $244K
|
89.9K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
4.84K+ 15.3% |
$239K - $244K
|
36.5K
$1.87M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.83K+ 8.59% |
$239K - $243K
|
61.1K
$3.12M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.66KNew |
$230K - $235K
|
4.66K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.57KNew |
$226K - $231K
|
4.57K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.54K+ 13.54% |
$224K - $229K
|
38.1K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.4KNew |
$217K - $222K
|
4.4K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.27K+ 2.21% |
$211K - $215K
|
197K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.13KNew |
$204K - $208K
|
4.13K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.91K+ 7.1% |
$193K - $197K
|
59K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.88K+ 4.18% |
$192K - $196K
|
96.7K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
3.87K+ 7.96% |
$191K - $195K
|
52.5K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.86K+ 9.77% |
$191K - $195K
|
43.4K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.71K+ 23.33% |
$183K - $187K
|
19.6K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
3.63K+ 16.1% |
$179K - $183K
|
26.1K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.58K+ 30.83% |
$177K - $181K
|
15.2K
$778K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.57K+ 21.65% |
$176K - $180K
|
20K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.52K+ 14.8% |
$174K - $178K
|
27.3K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.52K+ 34.79% |
$174K - $177K
|
13.6K
$697K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 7.45% |
$166K - $170K
|
48.5K
$2.48M
|