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
$319M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.48MNew |
$73.6M - $77.4M
|
1.48M
$73.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34M+ 10.4% |
$67M - $70.5M
|
14.3M
$711M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
616K+ 9.82% |
$30.7M - $32.3M
|
6.89M
$343M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
603K+ 4.45% |
$30.1M - $31.6M
|
14.1M
$705M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
465K+ 22.22% |
$23.2M - $24.4M
|
2.56M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
341K+ 26.22% |
$17M - $17.9M
|
1.64M
$81.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
332K+ 127.04% |
$16.6M - $17.4M
|
594K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
305K+ 19.12% |
$15.2M - $16M
|
1.9M
$94.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
212KNew |
$10.6M - $11.1M
|
212K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
190K+ 3.66% |
$9.49M - $9.98M
|
5.39M
$269M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 18.1% |
$9.13M - $9.6M
|
1.19M
$59.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
166K+ 33.33% |
$8.27M - $8.7M
|
664K
$33.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
166KNew |
$8.27M - $8.7M
|
166K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131K+ 13.21% |
$6.54M - $6.87M
|
1.12M
$56M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
89.9K+ 1450.09% |
$4.48M - $4.71M
|
96.1K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88K+ 16.67% |
$4.39M - $4.61M
|
616K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
72.1KNew |
$3.6M - $3.78M
|
72.1K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.7K+ 119.77% |
$3.58M - $3.76M
|
132K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
62.5K+ 83.33% |
$3.12M - $3.28M
|
138K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59K+ 2.92% |
$2.94M - $3.09M
|
2.08M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.8KNew |
$2.93M - $3.09M
|
58.8K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
55.7K+ 9.72% |
$2.78M - $2.92M
|
628K
$31.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
53.6KNew |
$2.67M - $2.81M
|
53.6K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53.5K+ 38.35% |
$2.67M - $2.81M
|
193K
$9.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$2.66M - $2.8M
|
53.4K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
51.6KNew |
$2.57M - $2.71M
|
51.6K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
51.3K+ 8.03% |
$2.56M - $2.69M
|
690K
$34.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.2K+ 8.96% |
$2.46M - $2.58M
|
599K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 10.62% |
$2.45M - $2.58M
|
513K
$25.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 2.99% |
$2.16M - $2.27M
|
1.49M
$74.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.3K+ 6.58% |
$2.06M - $2.17M
|
670K
$33.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.1K+ 1083.46% |
$2.05M - $2.15M
|
44.9K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
37.4KNew |
$1.87M - $1.96M
|
37.4K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
35.8K+ 154.77% |
$1.79M - $1.88M
|
58.9K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
34.7K+ 114.33% |
$1.73M - $1.82M
|
65.1K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
32.7K+ 6.76% |
$1.63M - $1.71M
|
516K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
29.9K+ 36.2% |
$1.49M - $1.57M
|
112K
$5.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.6K+ 7.85% |
$1.43M - $1.5M
|
393K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.9K+ 8.09% |
$1.34M - $1.41M
|
360K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.6K+ 195.28% |
$1.33M - $1.39M
|
40.2K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
26K+ 2.6% |
$1.3M - $1.36M
|
1.03M
$51.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.9K+ 282.04% |
$1.29M - $1.36M
|
35K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
25K+ 7.49% |
$1.25M - $1.31M
|
359K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 191.28% |
$1.23M - $1.3M
|
37.7K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.8K+ 163.06% |
$1.19M - $1.25M
|
38.5K
$1.92M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
22.7KNew |
$1.13M - $1.19M
|
22.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.2K+ 69.28% |
$1.06M - $1.11M
|
51.7K
$2.58M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
20.9KNew |
$1.04M - $1.1M
|
20.9K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.9K+ 508.2% |
$992K - $1.04M
|
23.8K
$1.19M
|