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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.29K+ 19.26% |
$421K - $425K
|
51.3K
$2.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
36.7K+ 12.9% |
$1.87M - $1.88M
|
321K
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
422+ 1.22% |
$21.5K - $21.7K
|
35.1K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.74K+ 3.96% |
$88.4K - $89.2K
|
45.6K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 7.55% |
$69K - $69.6K
|
19.3K
$997K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
69+ 0.98% |
$3.51K - $3.54K
|
7.1K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.7K+ 15.54% |
$137K - $139K
|
20.1K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-512- 10.59% |
$26K - $26.3K
|
4.33K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-41.8K- 47.24% |
$2.12M - $2.14M
|
46.6K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-7.27K- 13.19% |
$370K - $373K
|
47.9K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.36K+ 19.88% |
$273K - $275K
|
32.3K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 12.48% |
$1.13M - $1.14M
|
200K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-489- 27.8% |
$24.9K - $25.1K
|
1.27K
$65.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
3.97KNew |
$202K - $204K
|
3.97K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.18K+ 5.19% |
$365K - $369K
|
146K
$7.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-297- 0.01% |
$15.1K - $15.3K
|
2.2M
$113M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.25K+ 17.27% |
$216K - $218K
|
28.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.59K+ 54.07% |
$335K - $338K
|
18.8K
$969K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
358New |
$18.2K - $18.4K
|
358
$18.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 0.02% |
$102 - $103
|
9.94K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18K+ 209.07% |
$913K - $922K
|
26.6K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
394+ 6.49% |
$20K - $20.2K
|
6.46K
$334K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
342+ 8.28% |
$17.4K - $17.6K
|
4.47K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.29K+ 8.82% |
$116K - $117K
|
28.2K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
17.6K+ 49.22% |
$895K - $903K
|
53.3K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
49K+ 19.56% |
$2.49M - $2.51M
|
299K
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$102 - $103
|
2
$103
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.74K+ 9.43% |
$139K - $141K
|
31.8K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
322New |
$16.4K - $16.5K
|
322
$16.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5.84K+ 18.04% |
$297K - $300K
|
38.2K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26.6KNew |
$1.35M - $1.37M
|
26.6K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.47K+ 10.29% |
$176K - $178K
|
37.2K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.07K+ 19.17% |
$207K - $209K
|
25.3K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
331New |
$16.8K - $17K
|
331
$17.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
163+ 0.48% |
$8.29K - $8.37K
|
34.2K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.07K+ 12.14% |
$54.3K - $54.8K
|
9.87K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.01K+ 8.83% |
$153K - $155K
|
37.1K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
282+ 0.91% |
$14.3K - $14.5K
|
31.1K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.5K+ 6.27% |
$636K - $642K
|
212K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
298+ 3.52% |
$15.2K - $15.3K
|
8.77K
$453K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.36K+ 2.73% |
$171K - $172K
|
126K
$6.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 134.91% |
$762K - $769K
|
26.1K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.32K+ 2.79% |
$67.2K - $67.8K
|
48.7K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.5K+ 167.79% |
$535K - $540K
|
16.8K
$867K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
205New |
$10.4K - $10.5K
|
205
$10.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 4.8% |
$610 - $616
|
262
$13.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
337K+ 35.71% |
$17.1M - $17.3M
|
1.28M
$66.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.65K+ 4.97% |
$440K - $444K
|
183K
$9.43M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
73.4K+ 6.92% |
$3.73M - $3.77M
|
1.13M
$58.6M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
116+ 7.35% |
$5.9K - $5.96K
|
1.7K
$87.5K
|
|