Latest Institutional Transactions on Ishares Tr Core Intl Aggregate (IAGG)
This table provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
15New |
$741 - $756
|
15
$774
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 3.38% |
$55.4K - $56.6K
|
34.3K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
99.6KNew |
$4.92M - $5.02M
|
99.6K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
49.8KNew |
$2.46M - $2.51M
|
49.8K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776- 87.88% |
$38.3K - $39.1K
|
107
$5.52K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.13KNew |
$204K - $208K
|
4.13K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.01K- 6.22% |
$50K - $51K
|
15.2K
$787K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.4KNew |
$217K - $222K
|
4.4K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 6.31% |
$1.73K - $1.77K
|
590
$30.5K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
131+ 2.66% |
$6.47K - $6.61K
|
5.05K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.88K+ 19.34% |
$92.7K - $94.6K
|
11.6K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-68.2K- 94.33% |
$3.37M - $3.44M
|
4.1K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$54.8K - $55.9K
|
1.11K
$57.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$2.17K - $2.22K
|
44
$2.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
47New |
$2.32K - $2.37K
|
47
$2.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
123New |
$6.08K - $6.2K
|
123
$6.35K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.3K- 22.66% |
$64.2K - $65.6K
|
4.44K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$638K - $651K
|
12.9K
$666K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
240New |
$11.9K - $12.1K
|
240
$12.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$465
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-43K- 2.92% |
$2.13M - $2.17M
|
1.43M
$73.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$99K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$249K - $254K
|
5.03K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.4K+ 20.99% |
$267K - $272K
|
31.1K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$701K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.7KNew |
$1.66M - $1.7M
|
33.7K
$1.74M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
209New |
$10.4K - $11K
|
209
$10.8K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.39KNew |
$269K - $282K
|
5.39K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
28New |
$1.4K - $1.47K
|
28
$1.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$117K - $123K
|
2.34K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 2.49% |
$948 - $997
|
781
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
193New |
$9.62K - $10.1K
|
193
$9.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.6KNew |
$827K - $870K
|
16.6K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
33+ 4.09% |
$1.65K - $1.73K
|
839
$43.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
599+ 13.24% |
$29.9K - $31.4K
|
5.12K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.23% |
$49.9 - $52.5
|
32
$1.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.7KNew |
$532K - $560K
|
10.7K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.9K+ 282.04% |
$1.29M - $1.36M
|
35K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.55KNew |
$127K - $134K
|
2.55K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-497- 8.06% |
$24.8K - $26.1K
|
5.67K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
208New |
$10.4K - $10.9K
|
208
$10.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150New |
$7.48K - $7.87K
|
150
$7.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
449+ 7.87% |
$22.4K - $23.6K
|
6.15K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.91K- 69.59% |
$145K - $153K
|
1.27K
$65.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 1.5% |
$1.65K - $1.73K
|
2.17K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
344New |
$17.2K - $18K
|
344
$17.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-22.1K- 52.75% |
$1.1M - $1.16M
|
19.8K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8+ 4.26% |
$399 - $420
|
196
$10.1K
|
|