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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.67K+ 1.45% |
$160K - $165K
|
116K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 5.99% |
$159K - $165K
|
29.4K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.66K+ 7.4% |
$159K - $164K
|
24K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.66K+ 1.52% |
$159K - $164K
|
111K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.64K+ 6.85% |
$158K - $163K
|
25.7K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.64K+ 4.7% |
$157K - $162K
|
36.5K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.64K+ 28.13% |
$157K - $162K
|
7.45K
$731K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.63K+ 28.7% |
$157K - $162K
|
7.32K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 8.27% |
$153K - $158K
|
20.9K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.59K+ 0.58% |
$152K - $158K
|
275K
$27M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58K+ 0.47% |
$151K - $157K
|
335K
$32.9M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.56K+ 1.96% |
$149K - $154K
|
81K
$7.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 2.01% |
$149K - $154K
|
78.7K
$7.72M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.55K+ 8.1% |
$149K - $154K
|
20.7K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.55K+ 8.74% |
$149K - $154K
|
19.3K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 20.56% |
$148K - $153K
|
9.07K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.54K+ 10.51% |
$148K - $153K
|
16.2K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.53K+ 6.31% |
$146K - $151K
|
25.7K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 3.8% |
$143K - $148K
|
40.8K
$4.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 41.17% |
$143K - $148K
|
5.12K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.48K+ 1264.1% |
$142K - $147K
|
1.6K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 14.34% |
$141K - $146K
|
11.8K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 1.28% |
$139K - $144K
|
115K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.42KNew |
$136K - $141K
|
1.42K
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.42K+ 22.67% |
$136K - $141K
|
7.69K
$754K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.42K+ 2.11% |
$136K - $141K
|
68.5K
$6.72M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.41K+ 3.58% |
$135K - $140K
|
40.7K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.4KNew |
$134K - $139K
|
1.4K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.4K+ 16.29% |
$134K - $139K
|
9.99K
$980K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$134K - $139K
|
75.7K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.39K+ 38.06% |
$133K - $138K
|
5.05K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.39K+ 59.86% |
$133K - $138K
|
3.71K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 13.81% |
$132K - $136K
|
11.3K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.36K+ 10.48% |
$131K - $135K
|
14.4K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$132K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 8.1% |
$129K - $133K
|
17.9K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 10.07% |
$129K - $133K
|
14.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 19.89% |
$125K - $129K
|
7.85K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.28K+ 5.27% |
$123K - $127K
|
25.6K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 52.38% |
$122K - $127K
|
3.71K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.27K+ 24.6% |
$122K - $126K
|
6.42K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$120K - $124K
|
68K
$6.67M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 2.27% |
$120K - $124K
|
56.1K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 0.67% |
$119K - $124K
|
187K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.24K+ 4.53% |
$119K - $123K
|
28.6K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.23K+ 13.69% |
$118K - $122K
|
10.2K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 45.28% |
$118K - $122K
|
3.94K
$387K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 43.32% |
$117K - $122K
|
4.05K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.22K+ 7.76% |
$117K - $121K
|
16.9K
$1.66M
|