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
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-15.6K- 77.33% |
$769K - $785K
|
4.56K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15.7K- 5.69% |
$778K - $794K
|
261K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-18.8K- 11.29% |
$927K - $946K
|
147K
$7.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-21K- 70.26% |
$1.04M - $1.06M
|
8.88K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-23.3K- 13.05% |
$1.15M - $1.17M
|
155K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-24.1K- 14.54% |
$1.19M - $1.22M
|
142K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.8K- 69.67% |
$1.32M - $1.35M
|
11.7K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-29.4K- 22.76% |
$1.45M - $1.48M
|
99.9K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-29.7K- 13.86% |
$1.47M - $1.5M
|
184K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.6K- 11.51% |
$1.51M - $1.54M
|
235K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30.7K- 47.18% |
$1.52M - $1.55M
|
34.4K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-31.2K- 75.57% |
$1.54M - $1.57M
|
10.1K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-39.2K- 28.51% |
$1.94M - $1.98M
|
98.3K
$5.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-43K- 2.92% |
$2.13M - $2.17M
|
1.43M
$73.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45.6KClosed |
$2.25M - $2.3M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-53K- 72.07% |
$2.62M - $2.67M
|
20.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-68.2K- 94.33% |
$3.37M - $3.44M
|
4.1K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80.1K- 48.75% |
$3.96M - $4.04M
|
84.3K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-81.2K- 37.62% |
$4.02M - $4.1M
|
135K
$6.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-95.8K- 13.87% |
$4.73M - $4.83M
|
595K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-98.7K- 16.02% |
$4.88M - $4.98M
|
517K
$26.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-118K- 12.88% |
$5.84M - $5.96M
|
800K
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-125K- 94.71% |
$6.16M - $6.29M
|
6.97K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-141K- 41.77% |
$6.96M - $7.1M
|
196K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-145K- 98.0% |
$7.17M - $7.32M
|
2.96K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-146K- 40.55% |
$7.2M - $7.35M
|
214K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-146K- 75.75% |
$7.23M - $7.37M
|
46.8K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157K- 13.98% |
$7.76M - $7.92M
|
966K
$49.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 14.0% |
$8.27M - $8.44M
|
1.03M
$52.6M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-258K- 4.79% |
$12.7M - $13M
|
5.13M
$262M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-317K- 88.45% |
$15.7M - $16M
|
41.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-364K- 51.9% |
$18M - $18.4M
|
338K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-618K- 78.89% |
$30.5M - $31.1M
|
165K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-728K- 44.34% |
$36M - $36.7M
|
914K
$46.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.23M- 61.37% |
$209M - $213M
|
2.66M
$136M
|