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 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.02K- 2.1% |
$50.6K - $53.2K
|
47.3K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.1K- 14.34% |
$54.7K - $57.5K
|
6.56K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.14K- 48.78% |
$56.9K - $59.8K
|
1.2K
$59.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.16K- 4.71% |
$57.9K - $60.9K
|
23.5K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.46K- 3.48% |
$72.8K - $76.6K
|
40.5K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.53K- 5.48% |
$76.1K - $80.1K
|
26.3K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.61K- 8.92% |
$80.3K - $84.5K
|
16.4K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 33.85% |
$85.5K - $89.9K
|
3.35K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.73K- 0.98% |
$86.3K - $90.8K
|
175K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 24.75% |
$87.9K - $92.5K
|
5.36K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.9K- 6.31% |
$94.9K - $99.8K
|
28.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.3K- 11.02% |
$115K - $120K
|
18.5K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.89K- 93.5% |
$144K - $152K
|
201
$10K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.91K- 69.59% |
$145K - $153K
|
1.27K
$63.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.5K- 25.14% |
$175K - $184K
|
10.4K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.7K- 19.65% |
$185K - $194K
|
15.1K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.22K- 71.68% |
$210K - $221K
|
1.67K
$83.1K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 2.83% |
$220K - $232K
|
151K
$7.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.44K- 68.55% |
$221K - $233K
|
2.04K
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.48K- 2.62% |
$223K - $235K
|
166K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.62K- 18.54% |
$230K - $242K
|
20.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.65K- 4.78% |
$232K - $244K
|
92.8K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.93K- 2.25% |
$246K - $259K
|
214K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.94K- 11.7% |
$247K - $259K
|
37.3K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.97K- 47.65% |
$248K - $261K
|
5.46K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.94K- 20.84% |
$296K - $312K
|
22.6K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.54K- 26.61% |
$326K - $343K
|
18K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 92.88% |
$533K - $560K
|
819
$40.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 1.68% |
$642K - $675K
|
754K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 61.97% |
$675K - $710K
|
8.3K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-14.4K- 1.27% |
$718K - $755K
|
1.12M
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-14.4K- 16.37% |
$718K - $755K
|
73.6K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-14.5K- 24.29% |
$725K - $762K
|
45.3K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.6K- 39.43% |
$828K - $871K
|
25.5K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-18.7K- 42.79% |
$933K - $982K
|
25K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.1K- 52.75% |
$1.1M - $1.16M
|
19.8K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
SELL
|
- |
-23.6K- 0.28% |
$1.18M - $1.24M
|
8.54M
$426M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.6K- 8.35% |
$1.38M - $1.45M
|
303K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.5K- 12.38% |
$1.87M - $1.97M
|
266K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-45.6K- 20.36% |
$2.27M - $2.39M
|
178K
$8.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51.1K- 88.59% |
$2.55M - $2.68M
|
6.58K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-59.1K- 29.19% |
$2.94M - $3.1M
|
143K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.7K- 17.55% |
$3.58M - $3.76M
|
337K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-83.2K- 23.12% |
$4.15M - $4.37M
|
277K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-510K- 42.07% |
$25.4M - $26.7M
|
702K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-624K- 40.44% |
$31.1M - $32.7M
|
918K
$45.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.28M- 98.28% |
$313M - $330M
|
110K
$5.47M
|