Purchases and Sales Made in Q2 2025 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
196KNew |
$9.83M - $10M
|
196K
$10M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
120K+ 20.2% |
$6.02M - $6.14M
|
715K
$36.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100K+ 47.01% |
$5.02M - $5.12M
|
313K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 121.13% |
$2.83M - $2.88M
|
103K
$5.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46.8KNew |
$2.34M - $2.39M
|
46.8K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43.1KNew |
$2.16M - $2.2M
|
43.1K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43KNew |
$2.16M - $2.2M
|
43K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
35.4KNew |
$1.77M - $1.81M
|
35.4K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.4KNew |
$1.17M - $1.19M
|
23.4K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9KNew |
$1.1M - $1.12M
|
21.9K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19.9KNew |
$999K - $1.02M
|
19.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
18.9K+ 937.25% |
$946K - $965K
|
20.9K
$1.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
16.1KNew |
$808K - $824K
|
16.1K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
15.6K+ 29.66% |
$782K - $798K
|
68.2K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
12.8KNew |
$643K - $656K
|
12.8K
$657K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
12.8KNew |
$640K - $653K
|
12.8K
$653K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.8K+ 4.41% |
$639K - $652K
|
302K
$15.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
12.1KNew |
$605K - $617K
|
12.1K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 8.73% |
$502K - $512K
|
125K
$6.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8.19K+ 13.89% |
$410K - $418K
|
67.2K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.39KNew |
$370K - $377K
|
7.39K
$378K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.93K+ 12.6% |
$197K - $201K
|
35.1K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
3.55K+ 3.55% |
$178K - $181K
|
103K
$5.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.4K+ 29.23% |
$170K - $174K
|
15K
$769K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 6.28% |
$117K - $120K
|
39.6K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 34.04% |
$109K - $111K
|
8.59K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.16K+ 5.97% |
$108K - $110K
|
38.4K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.91K+ 2.41% |
$95.5K - $97.4K
|
81.1K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.72K+ 2.24% |
$85.9K - $87.6K
|
78.3K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 30.85% |
$82.1K - $83.8K
|
6.96K
$356K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.05K+ 0.88% |
$52.4K - $53.4K
|
120K
$6.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
886+ 11075.0% |
$44.4K - $45.3K
|
894
$45.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
262+ 0.57% |
$13.1K - $13.4K
|
46.6K
$2.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
232+ 1288.89% |
$11.6K - $11.9K
|
250
$12.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 15.2% |
$3.81K - $3.88K
|
576
$29.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
67+ 1.65% |
$3.36K - $3.42K
|
4.13K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$501 - $511
|
10.1K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.02% |
$401 - $409
|
45.2K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 9.36% |
$3.01K - $3.07K
|
581
$29.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-302- 1.7% |
$15.1K - $15.4K
|
17.5K
$895K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-529- 2.29% |
$26.5K - $27K
|
22.6K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-612- 11.23% |
$30.7K - $31.3K
|
4.84K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-799- 3.39% |
$40K - $40.8K
|
22.8K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.44K- 10.4% |
$71.9K - $73.3K
|
12.4K
$632K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 15.67% |
$85.3K - $87K
|
9.17K
$469K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.11K- 25.15% |
$256K - $261K
|
15.2K
$778K
|