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
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.54K- 8.81% |
$76K - $77.6K
|
15.9K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.59K- 74.73% |
$78.3K - $79.9K
|
536
$27.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.69K- 25.77% |
$83.5K - $85.2K
|
4.87K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.71K- 3.92% |
$84.3K - $86K
|
41.8K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.74K- 1.99% |
$86.1K - $87.9K
|
86K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.76K- 22.92% |
$86.9K - $88.7K
|
5.92K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.79K- 3.48% |
$88.6K - $90.4K
|
49.8K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.87K- 1.65% |
$92.6K - $94.5K
|
112K
$5.72M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 33.09% |
$93.3K - $95.2K
|
3.82K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.96K- 47.31% |
$96.8K - $98.8K
|
2.18K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 15.5% |
$98.5K - $101K
|
10.9K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.04K- 5.48% |
$101K - $103K
|
35.3K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.19K- 4.4% |
$108K - $110K
|
47.6K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.23K- 9.89% |
$110K - $112K
|
20.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.24K- 7.92% |
$111K - $113K
|
26K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.26K- 13.77% |
$112K - $114K
|
14.2K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.57K- 28.39% |
$127K - $130K
|
6.48K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-2.6K- 95.63% |
$129K - $131K
|
119
$6.09K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.61K- 3.48% |
$129K - $132K
|
72.3K
$3.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.64K- 11.31% |
$130K - $133K
|
20.7K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.7K- 8.82% |
$134K - $136K
|
28K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.75K- 16.63% |
$136K - $139K
|
13.8K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 19.08% |
$156K - $159K
|
13.4K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.35K- 29.14% |
$165K - $169K
|
8.14K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-3.45K- 27.41% |
$171K - $174K
|
9.14K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.49K- 32.94% |
$172K - $176K
|
7.1K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.7K- 9.9% |
$183K - $187K
|
33.7K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-3.96K- 4.91% |
$196K - $200K
|
76.6K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.31K- 5.2% |
$213K - $218K
|
78.6K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-5.09K- 7.06% |
$252K - $257K
|
67K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-5.15K- 13.57% |
$255K - $260K
|
32.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.2K- 95.8% |
$257K - $262K
|
228
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.36K- 33.44% |
$265K - $270K
|
10.7K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-5.49K- 39.65% |
$271K - $277K
|
8.36K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.54K- 5.64% |
$274K - $279K
|
92.8K
$4.75M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-5.97K- 8.49% |
$295K - $301K
|
64.3K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.94K- 14.04% |
$343K - $350K
|
42.5K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.03K- 38.45% |
$347K - $354K
|
11.2K
$575K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.5K- 7.8% |
$371K - $378K
|
88.6K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.5K- 0.97% |
$371K - $378K
|
765K
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.11K- 5.66% |
$401K - $409K
|
135K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.86K- 11.33% |
$438K - $447K
|
69.3K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.04K- 36.1% |
$447K - $456K
|
16K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.14K- 6.54% |
$452K - $461K
|
131K
$6.69M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.28K- 36.38% |
$458K - $468K
|
16.2K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.78K- 20.19% |
$483K - $493K
|
38.7K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-10.8K- 62.07% |
$534K - $545K
|
6.61K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-11.1K- 73.15% |
$547K - $559K
|
4.07K
$208K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13K- 80.92% |
$642K - $655K
|
3.06K
$157K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-14.1K- 12.86% |
$698K - $713K
|
95.8K
$4.9M
|