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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.73K+ 3.61% |
$335K - $353K
|
193K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6.42K+ 16.68% |
$320K - $337K
|
44.9K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.39KNew |
$319K - $335K
|
6.39K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.37KNew |
$318K - $334K
|
6.37K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.3K+ 6.6% |
$314K - $330K
|
102K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.8K+ 13.59% |
$289K - $304K
|
48.4K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
5.7K+ 1.85% |
$284K - $299K
|
314K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.58K+ 67.41% |
$278K - $293K
|
13.8K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5.5K+ 14.29% |
$274K - $288K
|
44K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.43K+ 21.46% |
$271K - $285K
|
30.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.05K+ 6.9% |
$252K - $265K
|
78.2K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.01K+ 20.17% |
$250K - $263K
|
29.9K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.93K+ 11.51% |
$246K - $258K
|
47.7K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.85KNew |
$242K - $254K
|
4.85K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.7K+ 104.01% |
$234K - $246K
|
9.21K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.54K+ 40.04% |
$227K - $238K
|
15.9K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.39K+ 50.5% |
$219K - $230K
|
13.1K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.36KNew |
$218K - $229K
|
4.36K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.2K+ 10.43% |
$209K - $220K
|
44.4K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.19K+ 19.45% |
$209K - $220K
|
25.7K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.02K+ 28.04% |
$200K - $211K
|
18.4K
$924K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
3.84K+ 5.79% |
$192K - $202K
|
70.2K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.81K+ 0.77% |
$190K - $200K
|
501K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.62K+ 57.89% |
$180K - $190K
|
9.87K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.58K+ 3.17% |
$178K - $188K
|
116K
$5.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 27.92% |
$172K - $181K
|
15.8K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.38K+ 3.22% |
$168K - $177K
|
108K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.21K+ 23.89% |
$160K - $169K
|
16.7K
$839K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 61740.0% |
$154K - $162K
|
3.09K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.88K+ 3.4% |
$144K - $151K
|
87.7K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.87K+ 3.99% |
$143K - $151K
|
74.9K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.87K+ 8.78% |
$143K - $150K
|
35.5K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.84K+ 5.06% |
$142K - $149K
|
59K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.78K+ 33.17% |
$139K - $146K
|
11.2K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 98.03% |
$137K - $144K
|
5.53K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.55KNew |
$127K - $134K
|
2.55K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.48K+ 5.25% |
$124K - $130K
|
49.8K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 5.18% |
$111K - $117K
|
45.1K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 5118.6% |
$110K - $115K
|
2.24K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.17K+ 1.46% |
$108K - $114K
|
150K
$7.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.12K+ 6.62% |
$106K - $111K
|
34.2K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.12K+ 45.85% |
$106K - $111K
|
6.73K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.12K+ 13.8% |
$106K - $111K
|
17.4K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.04K+ 10.63% |
$102K - $107K
|
21.2K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.03K+ 4.85% |
$101K - $106K
|
43.8K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.98K+ 4.82% |
$98.5K - $104K
|
42.9K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 49.11% |
$93.7K - $98.5K
|
5.7K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.79K+ 6.84% |
$89.2K - $93.8K
|
27.9K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.79K+ 12.82% |
$89.1K - $93.7K
|
15.7K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 43.83% |
$88.2K - $92.7K
|
5.8K
$292K
|