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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
30
shares
|
$2,934
0.0% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
30
shares
|
$2,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,836
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
29
shares
|
$2,836
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,640
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
27
shares
|
$2,640
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
27
shares
|
$2,640
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,543
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
24
shares
|
$2,347
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$2,249
0.0% of portfolio
|
Q2 2024
Reduced 86.78%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$1,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$1,956
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$1,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,369
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13
shares
|
$1,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
13
shares
|
$1,271
0.0% of portfolio
|
Q2 2024
Reduced 95.82%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
12
shares
|
$1,173
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Nov 14, 2024 Q3 2024 |
10
shares
|
$978
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$880
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8
shares
|
$782
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
7
shares
|
$684
0.0% of portfolio
|
Q4 2023
Reduced 98.71%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$489
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3
shares
|
$293
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
New holding
|