Latest Institutional Purchases of Ishares Tr Core Intl Aggregate (IAGG)
This list provides information on the latest institutional transactions involving Ishares Tr Core Intl Aggregate (IAGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
287New |
$14.4K - $14.7K
|
287
$14.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284+ 2028.57% |
$14.2K - $14.5K
|
298
$15.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284+ 2028.57% |
$14.2K - $14.5K
|
298
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
269New |
$13.5K - $13.7K
|
269
$13.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
259New |
$13K - $13.2K
|
259
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
217New |
$10.9K - $11.1K
|
217
$11.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
211New |
$10.6K - $10.8K
|
211
$10.9K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
193New |
$9.67K - $9.86K
|
193
$9.96K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
175+ 3.19% |
$8.77K - $8.94K
|
5.67K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
139New |
$6.96K - $7.1K
|
139
$7.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
113New |
$5.66K - $5.77K
|
113
$5.83K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92New |
$4.61K - $4.7K
|
92
$4.75K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52New |
$2.6K - $2.66K
|
52
$2.68K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34New |
$1.7K - $1.74K
|
34
$1.76K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19New |
$952 - $971
|
19
$981
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12+ 0.25% |
$601 - $613
|
4.74K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7+ 0.41% |
$351 - $358
|
1.74K
$89.6K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3New |
$150 - $153
|
3
$155
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.7KNew |
$1.66M - $1.7M
|
33.7K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12.9KNew |
$638K - $651K
|
12.9K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$607K - $620K
|
12.3K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.4K+ 20.99% |
$267K - $272K
|
31.1K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$249K - $254K
|
5.03K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.4KNew |
$217K - $222K
|
4.4K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.13KNew |
$204K - $208K
|
4.13K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.88K+ 19.34% |
$92.7K - $94.6K
|
11.6K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.12K+ 3.38% |
$55.4K - $56.6K
|
34.3K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$54.8K - $55.9K
|
1.11K
$57.3K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
953+ 9.22% |
$47.1K - $48.1K
|
11.3K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
790+ 14.24% |
$39K - $39.8K
|
6.34K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
696+ 5.4% |
$34.4K - $35.1K
|
13.6K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
500+ 1063.83% |
$24.7K - $25.2K
|
547
$28.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
380+ 24.72% |
$18.8K - $19.2K
|
1.92K
$99K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
346+ 8.31% |
$17.1K - $17.4K
|
4.51K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
240New |
$11.9K - $12.1K
|
240
$12.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$7.41K - $7.56K
|
150
$7.74K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
131+ 2.66% |
$6.47K - $6.61K
|
5.05K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
123New |
$6.08K - $6.2K
|
123
$6.35K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 0.82% |
$2.47K - $2.52K
|
6.15K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
47New |
$2.32K - $2.37K
|
47
$2.43K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
45+ 12.16% |
$2.22K - $2.27K
|
415
$21.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$2.17K - $2.22K
|
44
$2.27K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 6.31% |
$1.73K - $1.77K
|
590
$30.5K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
15New |
$741 - $756
|
15
$774
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9New |
$445 - $454
|
9
$465
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$49.4 - $50.4
|
1
$51.6
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.9K+ 282.04% |
$1.29M - $1.36M
|
35K
$1.81M
|
|