Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
13.8MNew |
$1.33B - $1.37B
|
13.8M
$1.36B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.99M+ 6.97% |
$861M - $892M
|
138M
$13.5B
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.86M+ 8534.89% |
$466M - $482M
|
4.92M
$482M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.42M+ 4.39% |
$328M - $340M
|
81.3M
$7.98B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.75M+ 11.74% |
$263M - $273M
|
26.2M
$2.57B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.57M+ 13.86% |
$246M - $255M
|
21.1M
$2.07B
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.54M+ 180.63% |
$244M - $252M
|
3.95M
$387M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.12M+ 14.36% |
$203M - $210M
|
16.9M
$1.66B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.98M+ 9.97% |
$190M - $197M
|
21.9M
$2.15B
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83MNew |
$176M - $182M
|
1.83M
$180M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66M+ 27.51% |
$159M - $165M
|
7.69M
$754M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.31M+ 15.04% |
$125M - $130M
|
9.99M
$980M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.27M+ 15.93% |
$122M - $126M
|
9.24M
$906M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.23M+ 692.85% |
$117M - $122M
|
1.4M
$138M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.2M+ 94.62% |
$115M - $119M
|
2.47M
$243M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12M+ 10.71% |
$107M - $111M
|
11.5M
$1.13B
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.05M+ 112.59% |
$101M - $104M
|
1.98M
$195M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
930KNew |
$89.1M - $92.3M
|
930K
$91.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863K+ 6.02% |
$82.7M - $85.6M
|
15.2M
$1.49B
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
810K+ 1937.79% |
$77.7M - $80.4M
|
852K
$83.6M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
727K+ 31.35% |
$69.7M - $72.2M
|
3.05M
$299M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
692K+ 0.5% |
$66.4M - $68.7M
|
139M
$13.6B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
677K+ 7.3% |
$64.9M - $67.2M
|
9.95M
$976M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
611K+ 296.81% |
$58.5M - $60.6M
|
816K
$80.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
592K+ 39.27% |
$56.7M - $58.7M
|
2.1M
$206M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
536K+ 239.21% |
$51.4M - $53.2M
|
760K
$74.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
450K+ 13.84% |
$43.1M - $44.6M
|
3.7M
$363M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
437K+ 35.58% |
$41.9M - $43.3M
|
1.66M
$163M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424K+ 22.84% |
$40.7M - $42.1M
|
2.28M
$224M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
398K+ 6.81% |
$38.2M - $39.5M
|
6.25M
$613M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388K+ 8.04% |
$37.2M - $38.6M
|
5.22M
$512M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
374K+ 23.37% |
$35.9M - $37.1M
|
1.97M
$194M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
369KNew |
$35.4M - $36.7M
|
369K
$36.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
348K+ 57.33% |
$33.3M - $34.5M
|
954K
$93.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
337K+ 27.87% |
$32.3M - $33.5M
|
1.55M
$152M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336K+ 3.26% |
$32.2M - $33.3M
|
10.6M
$1.04B
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
311K+ 74.17% |
$29.8M - $30.9M
|
730K
$71.6M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
279K+ 2.28% |
$26.7M - $27.7M
|
12.5M
$1.23B
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
275K+ 740.68% |
$26.4M - $27.3M
|
312K
$30.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
271K+ 2.69% |
$26M - $26.9M
|
10.3M
$1.01B
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
259K+ 95.18% |
$24.8M - $25.7M
|
531K
$52.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
252K+ 104.59% |
$24.2M - $25M
|
494K
$48.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
247K+ 7.86% |
$23.7M - $24.5M
|
3.39M
$333M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
239K+ 2.66% |
$23M - $23.8M
|
9.23M
$906M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
238KNew |
$22.8M - $23.6M
|
238K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
233K+ 131.3% |
$22.4M - $23.2M
|
411K
$40.3M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
211K+ 20.38% |
$20.2M - $20.9M
|
1.25M
$122M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
205KNew |
$19.7M - $20.4M
|
205K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
205K+ 4.84% |
$19.6M - $20.3M
|
4.44M
$435M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
200K+ 622.06% |
$19.2M - $19.9M
|
233K
$22.8M
|