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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.21K+ 6.2% |
$159K - $162K
|
55K
$2.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.11K+ 6.72% |
$154K - $157K
|
49.5K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.11KNew |
$154K - $157K
|
3.11K
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.92K+ 7.44% |
$145K - $147K
|
42.2K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.62K+ 6.46% |
$129K - $132K
|
43.1K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.55K+ 13.77% |
$126K - $129K
|
21.1K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.5K+ 15.73% |
$123K - $126K
|
18.4K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.48K+ 37.72% |
$123K - $125K
|
9.06K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.45K+ 5.58% |
$121K - $124K
|
46.4K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.45K+ 7.55% |
$121K - $124K
|
34.9K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.31K+ 5.39% |
$114K - $117K
|
45.2K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 11.66% |
$110K - $112K
|
21.3K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.21K+ 4.52% |
$109K - $112K
|
51.2K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.21K+ 13.45% |
$109K - $112K
|
18.7K
$954K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.99K+ 1.82% |
$98.5K - $101K
|
112K
$5.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 5.66% |
$95.5K - $97.5K
|
36.1K
$1.85M
|
|
|
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
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.88K+ 19.34% |
$92.7K - $94.6K
|
11.6K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 20.09% |
$91.1K - $93K
|
11K
$564K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 5.06% |
$88.8K - $90.6K
|
37.3K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.69K+ 17.14% |
$83.6K - $85.3K
|
11.6K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$82.5K - $84.2K
|
1.67K
$85.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.61K+ 33.23% |
$79.6K - $81.2K
|
6.46K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.57K+ 15.64% |
$77.3K - $78.9K
|
11.6K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.51K+ 27.26% |
$74.5K - $76K
|
7.04K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.4K+ 3.84% |
$69.2K - $70.6K
|
37.9K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.36K+ 12.58% |
$67.2K - $68.6K
|
12.2K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.36K+ 3.02% |
$67.1K - $68.4K
|
46.3K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.28KNew |
$63.3K - $64.6K
|
1.28K
$65.5K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.25K+ 5.9% |
$61.9K - $63.1K
|
22.5K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 1.16% |
$60.1K - $61.3K
|
106K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.19K+ 2.72% |
$58.9K - $60.1K
|
45K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.14K+ 12.07% |
$56.3K - $57.5K
|
10.6K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.13K+ 6.8% |
$56K - $57.2K
|
17.8K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 3.38% |
$55.4K - $56.6K
|
34.3K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$54.8K - $55.9K
|
1.11K
$56.7K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 0.71% |
$53.4K - $54.5K
|
153K
$7.8M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.07K+ 2.24% |
$52.8K - $53.9K
|
48.8K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
953+ 9.22% |
$47.1K - $48.1K
|
11.3K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
920+ 5.17% |
$45.5K - $46.4K
|
18.7K
$957K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
819+ 6.27% |
$40.5K - $41.3K
|
13.9K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
790+ 14.24% |
$39K - $39.8K
|
6.34K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
718+ 4.05% |
$35.5K - $36.2K
|
18.4K
$943K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
668+ 8.51% |
$33K - $33.7K
|
8.52K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
626+ 3.58% |
$30.9K - $31.6K
|
18.1K
$928K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
583+ 4.21% |
$28.8K - $29.4K
|
14.4K
$738K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
551+ 2.14% |
$27.2K - $27.8K
|
26.3K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
500+ 1063.83% |
$24.7K - $25.2K
|
547
$28K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$24.7K - $25.2K
|
500
$25.6K
|