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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
491+ 0.84% |
$24.3K - $24.8K
|
58.7K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
486+ 23.86% |
$24K - $24.5K
|
2.52K
$129K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
445+ 7.46% |
$22K - $22.4K
|
6.41K
$328K
|
|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
256+ 2.46% |
$12.7K - $12.9K
|
10.7K
$546K
|
|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
228+ 0.08% |
$11.3K - $11.5K
|
289K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
217+ 4.14% |
$10.7K - $10.9K
|
5.46K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
210+ 11.63% |
$10.4K - $10.6K
|
2.02K
$103K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
168+ 0.54% |
$8.3K - $8.47K
|
31.2K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
163New |
$8.06K - $8.22K
|
163
$8.34K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 5.87% |
$8.01K - $8.17K
|
2.92K
$149K
|
|
|
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 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
114+ 2.42% |
$5.63K - $5.75K
|
4.82K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.87% |
$4.94K - $5.04K
|
11.6K
$595K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
94+ 0.4% |
$4.65K - $4.74K
|
23.6K
$1.21M
|
|
|
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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
70New |
$3.46K - $3.53K
|
70
$3.58K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 175.0% |
$3.46K - $3.53K
|
110
$5.63K
|
|
|
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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38+ 100.0% |
$1.88K - $1.92K
|
76
$3.89K
|
|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26+ 0.48% |
$1.28K - $1.31K
|
5.49K
$281K
|
|
|
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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.99% |
$593 - $605
|
1.22K
$62.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$460
|