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
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
429+ 7.47% |
$41.1K - $42.6K
|
6.17K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
411+ 0.71% |
$39.4K - $40.8K
|
57.9K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
409+ 19.98% |
$39.2K - $40.6K
|
2.46K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
408New |
$39.1K - $40.5K
|
408
$40K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
406+ 12.85% |
$38.9K - $40.3K
|
3.57K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
403+ 7.26% |
$38.6K - $40K
|
5.96K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
398+ 6.32% |
$38.1K - $39.5K
|
6.7K
$657K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
394+ 1.25% |
$37.8K - $39.1K
|
31.9K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
388+ 6.06% |
$37.2K - $38.5K
|
6.79K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
384+ 1.76% |
$36.8K - $38.1K
|
22.2K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
381+ 4.94% |
$36.5K - $37.8K
|
8.09K
$793K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
373+ 124.33% |
$35.8K - $37K
|
673
$66K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$36.3K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
367+ 2.42% |
$35.2K - $36.4K
|
15.5K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
364+ 5.78% |
$34.9K - $36.1K
|
6.67K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
358+ 1.92% |
$34.3K - $35.5K
|
19K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
350+ 7.65% |
$33.5K - $34.7K
|
4.93K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
345+ 15.07% |
$33.1K - $34.2K
|
2.63K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
344+ 0.27% |
$33K - $34.1K
|
126K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
344+ 12.33% |
$33K - $34.1K
|
3.13K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
338+ 2.7% |
$32.4K - $33.5K
|
12.8K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
337+ 9.28% |
$32.3K - $33.4K
|
3.97K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
330+ 1.84% |
$31.6K - $32.8K
|
18.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
325+ 12.75% |
$31.2K - $32.3K
|
2.88K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
320+ 0.52% |
$30.7K - $31.8K
|
62.1K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
312+ 1.47% |
$29.9K - $31K
|
21.6K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
309+ 4.57% |
$29.6K - $30.7K
|
7.07K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
303+ 4.95% |
$29K - $30.1K
|
6.42K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
295+ 2.21% |
$28.3K - $29.3K
|
13.6K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
292+ 3.2% |
$28K - $29K
|
9.42K
$924K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
291+ 0.41% |
$27.9K - $28.9K
|
71.4K
$7M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
290+ 0.05% |
$27.8K - $28.8K
|
528K
$51.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
274+ 4.96% |
$26.3K - $27.2K
|
5.8K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
274+ 0.21% |
$26.3K - $27.2K
|
132K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
271+ 1.84% |
$26K - $26.9K
|
15K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
268+ 0.23% |
$25.7K - $26.6K
|
116K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
266+ 0.75% |
$25.5K - $26.4K
|
35.6K
$3.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
265+ 0.64% |
$25.4K - $26.3K
|
41.7K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
264+ 3.85% |
$25.3K - $26.2K
|
7.13K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
261+ 5.98% |
$25K - $25.9K
|
4.63K
$454K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
260+ 5.12% |
$24.9K - $25.8K
|
5.34K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 17.91% |
$24.8K - $25.7K
|
1.71K
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
257+ 0.92% |
$24.6K - $25.5K
|
28.1K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
256+ 7.49% |
$24.5K - $25.4K
|
3.67K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
254+ 6.42% |
$24.3K - $25.2K
|
4.21K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
254New |
$24.3K - $25.2K
|
254
$24.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
248+ 6.44% |
$23.8K - $24.6K
|
4.1K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
244+ 0.38% |
$23.4K - $24.2K
|
64K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
243+ 10.63% |
$23.3K - $24.1K
|
2.53K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
238+ 15.57% |
$22.8K - $23.6K
|
1.77K
$173K
|