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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,035
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
10,974
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2024
Added 15.78%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,902
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
10,894
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
10,841
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2024
Added 107.84%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
10,825
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Reduced 66.55%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
10,780
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 312.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,730
shares
|
$1.05 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
10,685
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
10,653
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
10,605
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
10,598
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
10,552
shares
|
$1.03 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
10,540
shares
|
$1.03 Million
0.51% of portfolio
|
Q3 2024
Reduced 41.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
10,485
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,469
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
10,363
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
10,342
shares
|
$1.01 Million
0.62% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,339
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
10,335
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
10,331
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
10,296
shares
|
$1.01 Million
0.56% of portfolio
|
Q1 2023
Reduced 10.1%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
10,238
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,236
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
10,124
shares
|
$990,228
0.56% of portfolio
|
Q3 2024
Reduced 9.33%
|