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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 0.08% |
$4.49K - $4.72K
|
114K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 1.95% |
$4.09K - $4.3K
|
4.29K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 6.04% |
$3.44K - $3.62K
|
1.21K
$61K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69+ 3.97% |
$3.44K - $3.62K
|
1.81K
$90.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
60+ 5.97% |
$2.99K - $3.15K
|
1.07K
$53.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 1.47% |
$2.89K - $3.04K
|
4.01K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
56+ 11.22% |
$2.79K - $2.94K
|
555
$27.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 783.33% |
$2.34K - $2.47K
|
53
$2.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
45+ 0.14% |
$2.24K - $2.36K
|
33.4K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$1.9K - $1.99K
|
38
$1.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$1.55K - $1.63K
|
31
$1.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26+ 4.21% |
$1.3K - $1.36K
|
643
$32.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 1.94% |
$948 - $997
|
996
$50.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15+ 0.13% |
$748 - $787
|
11.5K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.59% |
$648 - $682
|
831
$41.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9New |
$449 - $472
|
9
$453
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8+ 4.26% |
$399 - $420
|
196
$9.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 28.57% |
$199 - $210
|
18
$906
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.01% |
$99.7 - $105
|
23.3K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 3.23% |
$99.7 - $105
|
64
$3.22K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.24% |
$150 - $157
|
1.25K
$62.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-24- 0.01% |
$1.2K - $1.26K
|
216K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 1.5% |
$1.65K - $1.73K
|
2.17K
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36- 0.11% |
$1.8K - $1.89K
|
33.2K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-58- 0.97% |
$2.89K - $3.04K
|
5.89K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-74- 0.31% |
$3.69K - $3.88K
|
23.5K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-78- 1.85% |
$3.89K - $4.09K
|
4.14K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-81- 8.07% |
$4.04K - $4.25K
|
923
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-115- 1.07% |
$5.74K - $6.03K
|
10.6K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.71% |
$6.73K - $7.08K
|
7.76K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-144- 1.03% |
$7.18K - $7.55K
|
13.9K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-154- 52.74% |
$7.68K - $8.08K
|
138
$6.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 2.01% |
$9.92K - $10.4K
|
9.7K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-241- 3.3% |
$12K - $12.6K
|
7.07K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 21.47% |
$13.4K - $14.1K
|
984
$49.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-276- 3.51% |
$13.8K - $14.5K
|
7.6K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-288- 2.8% |
$14.4K - $15.1K
|
10K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-318- 0.3% |
$15.9K - $16.7K
|
105K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-411- 4.99% |
$20.5K - $21.6K
|
7.82K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-431- 2.73% |
$21.5K - $22.6K
|
15.4K
$774K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-465- 1.45% |
$23.2K - $24.4K
|
31.7K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-478- 6.38% |
$23.8K - $25.1K
|
7.02K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-497- 8.06% |
$24.8K - $26.1K
|
5.67K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-602- 4.47% |
$30K - $31.6K
|
12.9K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-623- 0.77% |
$31.1K - $32.7K
|
80.6K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-653- 19.35% |
$32.6K - $34.3K
|
2.72K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-721- 10.73% |
$36K - $37.8K
|
6K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-765- 46.42% |
$38.2K - $40.1K
|
883
$44.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-869- 1.55% |
$43.3K - $45.6K
|
55.1K
$2.77M
|