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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
12,883
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,876
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,860
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,739
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Added 120.28%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
12,720
shares
|
$1.24 Million
0.34% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,682
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,674
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,569
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
12,511
shares
|
$1.22 Million
0.42% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
12,499
shares
|
$1.22 Million
1.04% of portfolio
|
Q3 2024
Added 34.33%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.22 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,459
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,379
shares
|
$1.21 Million
0.6% of portfolio
|
Q1 2024
Added 24.22%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
12,329
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
12,268
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,169
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2023
Added 14.13%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,164
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
12,123
shares
|
$1.19 Million
0.94% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
12,060
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
11,992
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
11,939
shares
|
$1.17 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,910
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
11,890
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,869
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.78%
|