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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.9K+ 282.04% |
$1.29M - $1.36M
|
35K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.6KNew |
$827K - $870K
|
16.6K
$856K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.7KNew |
$532K - $560K
|
10.7K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.69KNew |
$384K - $404K
|
7.69K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.43KNew |
$370K - $390K
|
7.43K
$383K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.4K+ 1.62% |
$369K - $388K
|
463K
$23.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.39KNew |
$269K - $282K
|
5.39K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.36KNew |
$218K - $229K
|
4.36K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.55KNew |
$127K - $134K
|
2.55K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$117K - $123K
|
2.34K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.12K+ 45.85% |
$106K - $111K
|
6.73K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1K+ 10.91% |
$49.9K - $52.5K
|
10.2K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
915+ 3.05% |
$45.6K - $48K
|
30.9K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
599+ 13.24% |
$29.9K - $31.4K
|
5.12K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
554+ 0.89% |
$27.6K - $29.1K
|
62.8K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
449+ 7.87% |
$22.4K - $23.6K
|
6.15K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
344New |
$17.2K - $18K
|
344
$17.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
315New |
$15.7K - $16.5K
|
315
$16.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
209New |
$10.4K - $11K
|
209
$10.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
208New |
$10.4K - $10.9K
|
208
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
193New |
$9.62K - $10.1K
|
193
$9.96K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150New |
$7.48K - $7.87K
|
150
$7.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 1.95% |
$4.09K - $4.3K
|
4.29K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 783.33% |
$2.34K - $2.47K
|
53
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
33+ 4.09% |
$1.65K - $1.73K
|
839
$43.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
28New |
$1.4K - $1.47K
|
28
$1.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26+ 4.21% |
$1.3K - $1.36K
|
643
$33.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 2.49% |
$948 - $997
|
781
$40.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8+ 4.26% |
$399 - $420
|
196
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 28.57% |
$199 - $210
|
18
$929
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 3.23% |
$99.7 - $105
|
64
$3.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.23% |
$49.9 - $52.5
|
32
$1.65K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.69KNew |
$283K - $295K
|
5.69K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 8.38% |
$254K - $266K
|
66.1K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.98KNew |
$98.4K - $103K
|
1.98K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1.18K+ 2.78% |
$58.9K - $61.5K
|
43.7K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
919+ 5.43% |
$45.7K - $47.7K
|
17.9K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
691New |
$34.4K - $35.9K
|
691
$35.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
614New |
$30.6K - $31.9K
|
614
$31.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
230New |
$11.4K - $11.9K
|
230
$11.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
207New |
$10.3K - $10.8K
|
207
$10.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
150New |
$7.47K - $7.79K
|
150
$7.74K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$5.42K - $5.66K
|
109
$5.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11New |
$547 - $571
|
11
$568
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
972K+ 7.54% |
$47.9M - $48.7M
|
13.9M
$715M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.23KNew |
$356K - $362K
|
7.23K
$373K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.99KNew |
$246K - $250K
|
4.99K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
817New |
$40.3K - $40.9K
|
817
$42.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
635+ 4535.71% |
$31.3K - $31.8K
|
649
$33.5K
|
|