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 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
685+ 7.38% |
$65.7K - $68K
|
9.96K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
682+ 5.56% |
$65.4K - $67.7K
|
12.9K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
679+ 2.41% |
$65.1K - $67.4K
|
28.8K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
676+ 1.96% |
$64.8K - $67.1K
|
35.2K
$3.45M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
675+ 2.18% |
$64.7K - $67K
|
31.6K
$3.1M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
674+ 125.75% |
$64.6K - $66.9K
|
1.21K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
661+ 1.71% |
$63.4K - $65.6K
|
39.3K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
654+ 2.49% |
$62.7K - $64.9K
|
26.9K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
648+ 6.51% |
$62.1K - $64.3K
|
10.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
646+ 18.12% |
$61.9K - $64.1K
|
4.21K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
617+ 5.59% |
$59.1K - $61.2K
|
11.7K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
603+ 2.86% |
$57.8K - $59.8K
|
21.7K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
601+ 2.21% |
$57.6K - $59.6K
|
27.7K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
600+ 1.69% |
$57.5K - $59.6K
|
36K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
595+ 2.35% |
$57K - $59.1K
|
25.9K
$2.54M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
590+ 1966.67% |
$56.6K - $58.6K
|
620
$60.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
589+ 5.06% |
$56.5K - $58.5K
|
12.2K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 10.39% |
$55.6K - $57.6K
|
6.16K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
570New |
$54.6K - $56.6K
|
570
$55.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
554+ 0.24% |
$53.1K - $55K
|
236K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
548+ 2.74% |
$52.5K - $54.4K
|
20.6K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
548+ 0.83% |
$52.5K - $54.4K
|
66.5K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
546+ 2.04% |
$52.3K - $54.2K
|
27.3K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
546+ 0.57% |
$52.3K - $54.2K
|
95.8K
$9.4M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
545+ 2.14% |
$52.2K - $54.1K
|
26K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
541+ 0.87% |
$51.9K - $53.7K
|
62.8K
$6.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$52.1K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
530+ 13.51% |
$50.8K - $52.6K
|
4.45K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
526+ 0.62% |
$50.4K - $52.2K
|
85.5K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
506+ 10.02% |
$48.5K - $50.2K
|
5.56K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
497+ 21.97% |
$47.6K - $49.3K
|
2.76K
$271K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
496+ 0.4% |
$47.5K - $49.2K
|
123K
$12.1M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
495+ 19.84% |
$47.4K - $49.1K
|
2.99K
$293K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 9.59% |
$47.3K - $49K
|
5.65K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
485+ 2.15% |
$46.5K - $48.1K
|
23.1K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
482+ 2.62% |
$46.2K - $47.8K
|
18.9K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480+ 5.19% |
$46K - $47.6K
|
9.72K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
477+ 7.64% |
$45.7K - $47.3K
|
6.72K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
468+ 1.34% |
$44.9K - $46.4K
|
35.4K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
467+ 0.63% |
$44.8K - $46.3K
|
74.2K
$7.28M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
465+ 1.84% |
$44.6K - $46.2K
|
25.7K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$45.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
463+ 178.76% |
$44.4K - $46K
|
722
$70.8K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
458+ 4.71% |
$43.9K - $45.5K
|
10.2K
$998K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
440+ 11.27% |
$42.2K - $43.7K
|
4.34K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
436+ 3.85% |
$41.8K - $43.3K
|
11.7K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
435+ 12.27% |
$41.7K - $43.2K
|
3.98K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
434+ 8.52% |
$41.6K - $43.1K
|
5.53K
$542K
|