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 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
235+ 5.89% |
$22.5K - $23.3K
|
4.23K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
230+ 11.44% |
$22K - $22.8K
|
2.24K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
225+ 4.1% |
$21.6K - $22.3K
|
5.71K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
222+ 1.13% |
$21.3K - $22K
|
19.8K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
219+ 2.61% |
$21K - $21.7K
|
8.61K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
215+ 3.71% |
$20.6K - $21.3K
|
6.01K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
213+ 1.27% |
$20.4K - $21.1K
|
17K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 0.49% |
$20.4K - $21.1K
|
43.9K
$4.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
210+ 3.2% |
$20.1K - $20.8K
|
6.77K
$664K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
209New |
$20K - $20.7K
|
209
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
208+ 1.26% |
$19.9K - $20.6K
|
16.7K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
205+ 50.74% |
$19.6K - $20.3K
|
609
$59.7K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
201+ 2.55% |
$19.3K - $19.9K
|
8.09K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 66.67% |
$19.2K - $19.9K
|
500
$49.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
193+ 1.63% |
$18.5K - $19.2K
|
12K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
193+ 1.56% |
$18.5K - $19.2K
|
12.6K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
191+ 22.68% |
$18.3K - $19K
|
1.03K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
189+ 1.68% |
$18.1K - $18.8K
|
11.4K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
189+ 1.21% |
$18.1K - $18.8K
|
15.8K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
189+ 7.55% |
$18.1K - $18.8K
|
2.69K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
189+ 0.71% |
$18.1K - $18.8K
|
26.9K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
180+ 18.0% |
$17.3K - $17.9K
|
1.18K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
174+ 5.69% |
$16.7K - $17.3K
|
3.23K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
174+ 4.32% |
$16.7K - $17.3K
|
4.2K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
169+ 3.62% |
$16.2K - $16.8K
|
4.84K
$475K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
168+ 3.76% |
$16.1K - $16.7K
|
4.63K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
162+ 7.47% |
$15.5K - $16.1K
|
2.33K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
154New |
$14.8K - $15.3K
|
154
$15.1K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
153New |
$14.7K - $15.2K
|
153
$15K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
152+ 2.62% |
$14.6K - $15.1K
|
5.96K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
150+ 1.66% |
$14.4K - $14.9K
|
9.19K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
148New |
$14.2K - $14.7K
|
148
$14.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
147+ 2.41% |
$14.1K - $14.6K
|
6.25K
$613K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
147+ 2.13% |
$14.1K - $14.6K
|
7.04K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
141+ 3.72% |
$13.5K - $14K
|
3.93K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
140+ 0.31% |
$13.4K - $13.9K
|
45K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
138+ 5.76% |
$13.2K - $13.7K
|
2.54K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137+ 0.6% |
$13.1K - $13.6K
|
22.9K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
135+ 10.36% |
$12.9K - $13.4K
|
1.44K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
134+ 2.04% |
$12.8K - $13.3K
|
6.69K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
133+ 8.01% |
$12.7K - $13.2K
|
1.79K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
132New |
$12.7K - $13.1K
|
132
$12.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
127+ 2.83% |
$12.2K - $12.6K
|
4.62K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
126+ 2.37% |
$12.1K - $12.5K
|
5.45K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
123+ 0.77% |
$11.8K - $12.2K
|
16K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
116+ 0.54% |
$11.1K - $11.5K
|
21.6K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
116+ 0.84% |
$11.1K - $11.5K
|
13.9K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 43.4% |
$11K - $11.4K
|
380
$37.3K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
115New |
$11K - $11.4K
|
115
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
114+ 19.93% |
$10.9K - $11.3K
|
686
$67.3K
|