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 |
|---|---|---|---|---|---|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
14,723
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.43 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
14,587
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,565
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
14,548
shares
|
$1.42 Million
2.04% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
14,473
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
14,447
shares
|
$1.41 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
14,444
shares
|
$1.41 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
14,436
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,407
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,378
shares
|
$1.41 Million
0.89% of portfolio
|
Q3 2024
Added 30.7%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,237
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
14,219
shares
|
$1.39 Million
0.62% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
14,113
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
14,046
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2024
Added 189.19%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
13,967
shares
|
$1.37 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13,925
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
13,902
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
13,652
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2024
Added 99.68%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
13,647
shares
|
$1.33 Million
0.69% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
13,549
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|