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 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-925- 4.36% |
$46.1K - $48.5K
|
20.3K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-978- 17.97% |
$48.8K - $51.3K
|
4.46K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.1K- 14.34% |
$54.7K - $57.5K
|
6.56K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.14K- 48.78% |
$56.9K - $59.8K
|
1.2K
$60.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.16K- 4.71% |
$57.9K - $60.9K
|
23.5K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.46K- 3.48% |
$72.8K - $76.6K
|
40.5K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.61K- 8.92% |
$80.3K - $84.5K
|
16.4K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 33.85% |
$85.5K - $89.9K
|
3.35K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.9K- 6.31% |
$94.9K - $99.8K
|
28.3K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.89K- 93.5% |
$144K - $152K
|
201
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.91K- 69.59% |
$145K - $153K
|
1.27K
$64.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.5K- 25.14% |
$175K - $184K
|
10.4K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.7K- 19.65% |
$185K - $194K
|
15.1K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.44K- 68.55% |
$221K - $233K
|
2.04K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.48K- 2.62% |
$223K - $235K
|
166K
$8.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.94K- 11.7% |
$247K - $259K
|
37.3K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.97K- 47.65% |
$248K - $261K
|
5.46K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.94K- 20.84% |
$296K - $312K
|
22.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 61.97% |
$675K - $710K
|
8.3K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-14.5K- 24.29% |
$725K - $762K
|
45.3K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.6K- 39.43% |
$828K - $871K
|
25.5K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-18.7K- 42.79% |
$933K - $982K
|
25K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.1K- 52.75% |
$1.1M - $1.16M
|
19.8K
$999K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-23.6K- 0.28% |
$1.18M - $1.24M
|
8.54M
$430M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51.1K- 88.59% |
$2.55M - $2.68M
|
6.58K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-83.2K- 23.12% |
$4.15M - $4.37M
|
277K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-624K- 40.44% |
$31.1M - $32.7M
|
918K
$46.2M
|