Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 1,968 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
77,629
shares
|
$7.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
77,242
shares
|
$7.55 Million
0.48% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
77,052
shares
|
$7.53 Million
6.86% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
77,038
shares
|
$7.53 Million
1.78% of portfolio
|
Q4 2022
Added 489.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
77,031
shares
|
$7.53 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
76,883
shares
|
$7.51 Million
0.79% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
76,832
shares
|
$7.51 Million
0.35% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
76,662
shares
|
$7.49 Million
5.59% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76,623
shares
|
$7.49 Million
0.52% of portfolio
|
Q3 2022
Added 59.11%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
76,464
shares
|
$7.47 Million
2.77% of portfolio
|
Q3 2024
Added 75.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
76,326
shares
|
$7.46 Million
4.07% of portfolio
|
Q2 2024
Reduced 28.21%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
75,897
shares
|
$7.42 Million
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
75,460
shares
|
$7.38 Million
0.36% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
75,295
shares
|
$7.36 Million
1.95% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
75,275
shares
|
$7.36 Million
2.12% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
75,058
shares
|
$7.34 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 28, 2024 Q3 2024 |
75,041
shares
|
$7.33 Million
5.82% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
74,508
shares
|
$7.28 Million
1.57% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
74,454
shares
|
$7.28 Million
4.86% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
74,431
shares
|
$7.27 Million
20.9% of portfolio
|
Q3 2024
Added 79.63%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
74,342
shares
|
$7.27 Million
1.6% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
74,321
shares
|
$7.26 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
74,072
shares
|
$7.24 Million
1.27% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
73,627
shares
|
$7.2 Million
2.87% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
73,519
shares
|
$7.19 Million
4.91% of portfolio
|
Q3 2024
Reduced 5.1%
|