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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 2.54% |
$218K - $226K
|
91.8K
$9.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$222K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.25K+ 1.65% |
$215K - $223K
|
138K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.23K+ 56.79% |
$214K - $222K
|
6.17K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.19KNew |
$210K - $217K
|
2.19K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
2.19KNew |
$209K - $217K
|
2.19K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.17KNew |
$208K - $215K
|
2.17K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16K+ 1.42% |
$207K - $214K
|
154K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.13KNew |
$204K - $212K
|
2.13K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.13K+ 1.17% |
$204K - $211K
|
185K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.11KNew |
$203K - $210K
|
2.11K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.09KNew |
$200K - $207K
|
2.09K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.07KNew |
$198K - $205K
|
2.07K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.06K+ 1.34% |
$198K - $205K
|
156K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.06KNew |
$197K - $204K
|
2.06K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$201K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.04KNew |
$195K - $202K
|
2.04K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$195K - $202K
|
2.04K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.03KNew |
$194K - $201K
|
2.03K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
2K+ 35.28% |
$192K - $199K
|
7.68K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.98K+ 34.12% |
$189K - $196K
|
7.77K
$762K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.95K+ 0.25% |
$187K - $194K
|
769K
$75.4M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.95K+ 142.34% |
$187K - $194K
|
3.32K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 20.08% |
$187K - $193K
|
11.6K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.95K+ 44.55% |
$187K - $193K
|
6.31K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.94K+ 1.79% |
$186K - $193K
|
110K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.93K+ 11.61% |
$185K - $192K
|
18.6K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.93K+ 1.87% |
$185K - $191K
|
105K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.92K+ 2.46% |
$184K - $190K
|
79.8K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.9K+ 33.82% |
$182K - $189K
|
7.53K
$738K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.89K+ 6.77% |
$181K - $187K
|
29.7K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.86K+ 4.94% |
$178K - $184K
|
39.4K
$3.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 7.56% |
$177K - $184K
|
26.3K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.85K+ 1.79% |
$177K - $184K
|
105K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.84K+ 48.68% |
$176K - $183K
|
5.62K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.82K+ 6.04% |
$175K - $181K
|
32K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.82K+ 4.35% |
$175K - $181K
|
43.7K
$4.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.82K+ 6.06% |
$174K - $180K
|
31.8K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.81K+ 3.77% |
$173K - $180K
|
49.8K
$4.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.77K+ 13.05% |
$170K - $176K
|
15.4K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.76K+ 6.68% |
$169K - $174K
|
28.1K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.74K+ 1.57% |
$166K - $172K
|
112K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.68K+ 154.97% |
$161K - $167K
|
2.77K
$272K
|