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 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$49.4 - $50.4
|
1
$51.2
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 0.94% |
$593 - $605
|
1.27K
$64.9K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-12- 0.06% |
$593 - $605
|
20.3K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-21- 5.06% |
$1.04K - $1.06K
|
394
$20.2K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-28- 0.2% |
$1.38K - $1.41K
|
13.9K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-32- 9.97% |
$1.58K - $1.61K
|
289
$14.8K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-33- 0.24% |
$1.63K - $1.66K
|
14K
$714K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38- 50.0% |
$1.88K - $1.92K
|
38
$1.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-70- 0.33% |
$3.46K - $3.53K
|
20.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-71- 5.24% |
$3.51K - $3.58K
|
1.28K
$65.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-85- 2.29% |
$4.2K - $4.29K
|
3.63K
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-90- 0.38% |
$4.45K - $4.54K
|
23.4K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 14.74% |
$7.17K - $7.31K
|
839
$42.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-188- 93.07% |
$9.29K - $9.48K
|
14
$716
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-216- 2.84% |
$10.7K - $10.9K
|
7.38K
$378K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-218- 4.88% |
$10.8K - $11K
|
4.25K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-242- 26.22% |
$12K - $12.2K
|
681
$34.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-277- 0.99% |
$13.7K - $14K
|
27.7K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-329- 0.32% |
$16.3K - $16.6K
|
101K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-333- 2.72% |
$16.5K - $16.8K
|
11.9K
$609K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-334- 1.77% |
$16.5K - $16.8K
|
18.5K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-341- 0.51% |
$16.9K - $17.2K
|
66.9K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-352- 4.47% |
$17.4K - $17.8K
|
7.52K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-354- 4.89% |
$17.5K - $17.9K
|
6.88K
$352K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-367- 97.87% |
$18.1K - $18.5K
|
8
$409
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-375- 15.59% |
$18.5K - $18.9K
|
2.03K
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-398- 2.59% |
$19.7K - $20.1K
|
15K
$766K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-424- 39.81% |
$21K - $21.4K
|
641
$32.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-463- 6.91% |
$22.9K - $23.3K
|
6.24K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-510- 62.27% |
$25.2K - $25.7K
|
309
$15.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-551- 9.18% |
$27.2K - $27.8K
|
5.45K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-753- 4.48% |
$37.2K - $38K
|
16.1K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776- 87.88% |
$38.3K - $39.1K
|
107
$5.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-786- 3.29% |
$38.8K - $39.6K
|
23.1K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-813- 10.39% |
$40.2K - $41K
|
7.01K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-953- 9.32% |
$47.1K - $48.1K
|
9.28K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-978- 2.63% |
$48.3K - $49.3K
|
36.2K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.01K- 6.22% |
$50K - $51K
|
15.2K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.04K- 3.12% |
$51.4K - $52.4K
|
32.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 5.15% |
$51.6K - $52.7K
|
19.2K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 1.8% |
$52.3K - $53.4K
|
57.8K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.11K- 7.03% |
$54.6K - $55.7K
|
14.6K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.11K- 13.34% |
$54.8K - $55.9K
|
7.2K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 7.29% |
$57K - $58.2K
|
14.7K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.27K- 37.95% |
$62.8K - $64.1K
|
2.08K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.3K- 22.66% |
$64.2K - $65.6K
|
4.44K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 24.4% |
$64.6K - $66K
|
4.05K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 19.79% |
$69.2K - $70.6K
|
5.67K
$290K
|