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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 2.49% |
$948 - $997
|
781
$38.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15+ 0.13% |
$748 - $787
|
11.5K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.59% |
$648 - $682
|
831
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9New |
$449 - $472
|
9
$449
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8+ 4.26% |
$399 - $420
|
196
$9.77K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$299 - $315
|
6
$299
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 28.57% |
$199 - $210
|
18
$898
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.01% |
$99.7 - $105
|
23.3K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 3.23% |
$99.7 - $105
|
64
$3.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.23% |
$49.9 - $52.5
|
32
$1.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3- -0.0% |
$150 - $157
|
82.9K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.24% |
$150 - $157
|
1.25K
$62.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-23- 5.16% |
$1.15K - $1.21K
|
423
$21.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-24- 0.01% |
$1.2K - $1.26K
|
216K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 1.5% |
$1.65K - $1.73K
|
2.17K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-36- 0.11% |
$1.8K - $1.89K
|
33.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-49- 0.28% |
$2.44K - $2.57K
|
17.7K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 0.56% |
$2.79K - $2.94K
|
9.9K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-58- 0.97% |
$2.89K - $3.04K
|
5.89K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-74- 0.31% |
$3.69K - $3.88K
|
23.5K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-78- 1.85% |
$3.89K - $4.09K
|
4.14K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-81- 8.07% |
$4.04K - $4.25K
|
923
$46K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-94- 0.28% |
$4.69K - $4.93K
|
33.2K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-115- 1.07% |
$5.74K - $6.03K
|
10.6K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.71% |
$6.73K - $7.08K
|
7.76K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-144- 1.03% |
$7.18K - $7.55K
|
13.9K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-154- 52.74% |
$7.68K - $8.08K
|
138
$6.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 2.01% |
$9.92K - $10.4K
|
9.7K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-241- 3.3% |
$12K - $12.6K
|
7.07K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 21.47% |
$13.4K - $14.1K
|
984
$49.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-276- 3.51% |
$13.8K - $14.5K
|
7.6K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-288- 2.8% |
$14.4K - $15.1K
|
10K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-308- 5.67% |
$15.4K - $16.2K
|
5.13K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-318- 0.3% |
$15.9K - $16.7K
|
105K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-411- 4.99% |
$20.5K - $21.6K
|
7.82K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-431- 2.73% |
$21.5K - $22.6K
|
15.4K
$767K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-431- 2.07% |
$21.5K - $22.6K
|
20.4K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-465- 1.45% |
$23.2K - $24.4K
|
31.7K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-478- 6.38% |
$23.8K - $25.1K
|
7.02K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-497- 8.06% |
$24.8K - $26.1K
|
5.67K
$283K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-506- 11.98% |
$25.2K - $26.5K
|
3.72K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-602- 4.47% |
$30K - $31.6K
|
12.9K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-623- 0.77% |
$31.1K - $32.7K
|
80.6K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-653- 19.35% |
$32.6K - $34.3K
|
2.72K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-721- 10.73% |
$36K - $37.8K
|
6K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-765- 46.42% |
$38.2K - $40.1K
|
883
$44K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-869- 1.55% |
$43.3K - $45.6K
|
55.1K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-925- 4.36% |
$46.1K - $48.5K
|
20.3K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-978- 17.97% |
$48.8K - $51.3K
|
4.46K
$223K
|