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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.17K+ 1.46% |
$108K - $114K
|
150K
$7.59M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
713+ 1.66% |
$35.6K - $37.4K
|
43.6K
$2.2M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-78- 1.85% |
$3.89K - $4.09K
|
4.14K
$209K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-318- 0.3% |
$15.9K - $16.7K
|
105K
$5.3M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.97K- 47.65% |
$248K - $261K
|
5.46K
$276K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.7K+ 104.01% |
$234K - $246K
|
9.21K
$465K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.59% |
$648 - $682
|
831
$42K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-497- 8.06% |
$24.8K - $26.1K
|
5.67K
$287K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
179+ 2.33% |
$8.93K - $9.39K
|
7.88K
$398K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150New |
$7.48K - $7.87K
|
150
$7.58K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.6K+ 72.61% |
$681K - $716K
|
32.4K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 21.47% |
$13.4K - $14.1K
|
984
$49.7K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
208New |
$10.4K - $10.9K
|
208
$10.5K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 1.67% |
$642K - $675K
|
783K
$39.6M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.61K- 8.92% |
$80.3K - $84.5K
|
16.4K
$830K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301+ 5.98% |
$15K - $15.8K
|
5.33K
$269K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 49.11% |
$93.7K - $98.5K
|
5.7K
$288K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 5.18% |
$111K - $117K
|
45.1K
$2.28M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.02K+ 28.04% |
$200K - $211K
|
18.4K
$928K
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
37.4KNew |
$1.87M - $1.96M
|
37.4K
$1.89M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.4KNew |
$868K - $914K
|
17.4K
$880K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
575+ 3.76% |
$28.7K - $30.2K
|
15.9K
$802K
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5.5K+ 14.29% |
$274K - $288K
|
44K
$2.22M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.46K- 3.48% |
$72.8K - $76.6K
|
40.5K
$2.05M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 5118.6% |
$110K - $115K
|
2.24K
$113K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.3K+ 6.58% |
$2.06M - $2.17M
|
670K
$33.8M
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-623- 0.77% |
$31.1K - $32.7K
|
80.6K
$4.07M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 0.08% |
$4.49K - $4.72K
|
114K
$5.74M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.48K+ 5.25% |
$124K - $130K
|
49.8K
$2.52M
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
257+ 1.92% |
$12.8K - $13.5K
|
13.6K
$688K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.93K+ 11.51% |
$246K - $258K
|
47.7K
$2.41M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$2.66M - $2.8M
|
53.4K
$2.7M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.9K- 6.31% |
$94.9K - $99.8K
|
28.3K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.14K- 48.78% |
$56.9K - $59.8K
|
1.2K
$60.5K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-115- 1.07% |
$5.74K - $6.03K
|
10.6K
$535K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
751+ 4.29% |
$37.5K - $39.4K
|
18.3K
$923K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
289+ 0.74% |
$14.4K - $15.2K
|
39.5K
$2M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.44K- 68.55% |
$221K - $233K
|
2.04K
$103K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
449+ 7.87% |
$22.4K - $23.6K
|
6.15K
$311K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
894+ 10.79% |
$44.6K - $46.9K
|
9.18K
$464K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.91K- 69.59% |
$145K - $153K
|
1.27K
$64.3K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.81K+ 0.77% |
$190K - $200K
|
501K
$25.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
616K+ 9.82% |
$30.7M - $32.3M
|
6.89M
$348M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.2K+ 10.43% |
$209K - $220K
|
44.4K
$2.24M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 33.85% |
$85.5K - $89.9K
|
3.35K
$169K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.03K+ 4.85% |
$101K - $106K
|
43.8K
$2.21M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-465- 1.45% |
$23.2K - $24.4K
|
31.7K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 1.5% |
$1.65K - $1.73K
|
2.17K
$110K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.87K+ 3.99% |
$143K - $151K
|
74.9K
$3.78M
|