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 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$162K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.19K+ 168.94% |
$114K - $118K
|
1.9K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.18K+ 20.92% |
$113K - $117K
|
6.84K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.18K+ 7.02% |
$113K - $117K
|
18K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.18KNew |
$113K - $117K
|
1.18K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.17K+ 0.3% |
$113K - $117K
|
396K
$38.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.17K+ 0.82% |
$112K - $116K
|
144K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.16K+ 43.81% |
$112K - $116K
|
3.82K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.16K+ 3.75% |
$111K - $115K
|
32.1K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12K+ 13.6% |
$108K - $111K
|
9.38K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 5.59% |
$106K - $110K
|
20.9K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08K+ 11.22% |
$104K - $108K
|
10.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.08K+ 1.0% |
$104K - $107K
|
109K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.07K+ 2.72% |
$103K - $106K
|
40.5K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.05K+ 2.47% |
$101K - $104K
|
43.6K
$4.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.04KNew |
$99.5K - $103K
|
1.04K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.03K+ 101.48% |
$98.6K - $102K
|
2.04K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.03K+ 12.0% |
$98.3K - $102K
|
9.58K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 4.63% |
$98.2K - $102K
|
23.2K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.01K+ 31.37% |
$97K - $100K
|
4.24K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.01K+ 1.85% |
$96.7K - $100K
|
55.5K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 3.73% |
$96.2K - $99.6K
|
27.9K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1K+ 45.45% |
$95.9K - $99.3K
|
3.2K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
976+ 0.71% |
$93.5K - $96.9K
|
138K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
969+ 4.58% |
$92.9K - $96.2K
|
22.1K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
968+ 7.74% |
$92.8K - $96.1K
|
13.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
968+ 3.86% |
$92.8K - $96.1K
|
26K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
952+ 2.28% |
$91.2K - $94.5K
|
42.7K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
945+ 3.18% |
$90.6K - $93.8K
|
30.6K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
889+ 7.71% |
$85.2K - $88.2K
|
12.4K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
878+ 18.95% |
$84.2K - $87.1K
|
5.51K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
848+ 9.13% |
$81.3K - $84.2K
|
10.1K
$994K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
843+ 0.47% |
$80.8K - $83.7K
|
178K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
837+ 0.59% |
$80.2K - $83.1K
|
142K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
832+ 15.87% |
$79.7K - $82.6K
|
6.08K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
831+ 24.98% |
$79.7K - $82.5K
|
4.16K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
824+ 0.46% |
$79K - $81.8K
|
181K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
820+ 14.93% |
$78.6K - $81.4K
|
6.31K
$619K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
802+ 15.09% |
$76.9K - $79.6K
|
6.12K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
794+ 3.28% |
$76.1K - $78.8K
|
25K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
787+ 25.24% |
$75.4K - $78.1K
|
3.91K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
768+ 8.31% |
$73.6K - $76.2K
|
10K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
761+ 24.52% |
$72.9K - $75.5K
|
3.87K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
760+ 1.4% |
$72.8K - $75.4K
|
54.9K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 6.47% |
$71.9K - $74.4K
|
12.3K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
739+ 3.76% |
$70.8K - $73.3K
|
20.4K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
737+ 0.79% |
$70.6K - $73.1K
|
93.5K
$9.17M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
720New |
$69K - $71.5K
|
720
$70.6K
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
709+ 0.94% |
$68K - $70.4K
|
75.8K
$7.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
701+ 2.33% |
$67.2K - $69.6K
|
30.8K
$3.02M
|