Purchases and Sales Made in Q4 2024 in Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29M+ 6322.39% |
$314M - $330M
|
6.39M
$322M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
616K+ 9.82% |
$30.7M - $32.3M
|
6.89M
$347M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
465K+ 22.22% |
$23.2M - $24.4M
|
2.56M
$129M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
166K+ 33.33% |
$8.27M - $8.7M
|
664K
$33.4M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
89.9K+ 1450.09% |
$4.48M - $4.71M
|
96.1K
$4.84M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
72.1KNew |
$3.6M - $3.78M
|
72.1K
$3.63M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59K+ 2.92% |
$2.94M - $3.09M
|
2.08M
$104M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
55.7K+ 9.72% |
$2.78M - $2.92M
|
628K
$31.6M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$2.66M - $2.8M
|
53.4K
$2.69M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
51.6KNew |
$2.57M - $2.71M
|
51.6K
$2.6M
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
51.3K+ 8.03% |
$2.56M - $2.69M
|
690K
$34.8M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.2K+ 8.96% |
$2.46M - $2.58M
|
599K
$30.1M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 2.99% |
$2.16M - $2.27M
|
1.49M
$75.1M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.3K+ 6.58% |
$2.06M - $2.17M
|
670K
$33.7M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
37.4KNew |
$1.87M - $1.96M
|
37.4K
$1.88M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
35.8K+ 154.77% |
$1.79M - $1.88M
|
58.9K
$2.97M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34.7K+ 114.33% |
$1.73M - $1.82M
|
65.1K
$3.28M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
29.9K+ 36.2% |
$1.49M - $1.57M
|
112K
$5.65M
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.6K+ 7.85% |
$1.43M - $1.5M
|
393K
$19.8M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.6K+ 195.28% |
$1.33M - $1.39M
|
40.2K
$2.02M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
26K+ 2.6% |
$1.3M - $1.36M
|
1.03M
$51.6M
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
25K+ 7.49% |
$1.25M - $1.31M
|
359K
$18.1M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 191.28% |
$1.23M - $1.3M
|
37.7K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.2K+ 69.28% |
$1.06M - $1.11M
|
51.7K
$2.6M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
17.8KNew |
$887K - $933K
|
17.8K
$896K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
17.5K+ 21.72% |
$875K - $920K
|
98.3K
$4.95M
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
17.5K+ 9.21% |
$871K - $916K
|
207K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.4KNew |
$868K - $914K
|
17.4K
$877K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.9K+ 5.83% |
$842K - $886K
|
306K
$15.4M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
16.5KNew |
$825K - $868K
|
16.5K
$833K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 4.72% |
$807K - $849K
|
359K
$18.1M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
15.3K+ 5.59% |
$763K - $802K
|
289K
$14.6M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4K+ 27.17% |
$719K - $756K
|
67.5K
$3.4M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.6K+ 72.61% |
$681K - $716K
|
32.4K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 1.67% |
$642K - $675K
|
783K
$39.4M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
12.6KNew |
$628K - $661K
|
12.6K
$634K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$602K - $634K
|
12.1K
$608K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.7K+ 11.86% |
$581K - $611K
|
110K
$5.53M
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
11.6K+ 5.86% |
$579K - $609K
|
210K
$10.6M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.6K+ 19.2% |
$578K - $609K
|
72K
$3.63M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$575K - $605K
|
11.5K
$580K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.4K+ 129.67% |
$566K - $596K
|
20.1K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
11.3K+ 3.87% |
$562K - $591K
|
303K
$15.2M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$539K - $567K
|
10.8K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.2KNew |
$509K - $535K
|
10.2K
$513K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 20.39% |
$492K - $517K
|
58.2K
$2.93M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7.7K+ 69.05% |
$384K - $404K
|
18.8K
$949K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$387K
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.43KNew |
$370K - $390K
|
7.43K
$374K
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.3M
|