Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 15, 2025 Q1 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
112
+ 5.15%
$10.7K - $11.1K
2.29K $224K
Apr 11, 2025 Q1 2025
Gemmer Asset Management LLC

BUY
 -
110
+ 0.17%
$10.5K - $10.9K
65.3K $6.4M
May 06, 2025 Q1 2025
Tempus Wealth Planning, LLC

BUY
 -
110
+ 2.96%
$10.5K - $10.9K
3.83K $376K
May 07, 2025 Q1 2025
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
103
+ 1.61%
$9.87K - $10.2K
6.5K $637K
Apr 24, 2025 Q1 2025
Transcend Capital Advisors, LLC

BUY
 -
102
+ 1.51%
$9.78K - $10.1K
6.84K $671K
May 06, 2025 Q1 2025
Jackson Hole Capital Partners, LLC

BUY
 -
102
+ 0.14%
$9.78K - $10.1K
73.2K $7.18M
Apr 16, 2025 Q1 2025
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
100
New
$9.59K - $9.93K
100 $9.81K
May 09, 2025 Q1 2025
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
98
New
$9.39K - $9.73K
98 $9.61K
May 13, 2025 Q1 2025
Old Point Trust & Financial Services N A

BUY
 -
95
New
$9.11K - $9.43K
95 $9.32K
Apr 22, 2025 Q1 2025
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
93
+ 1.74%
$8.91K - $9.23K
5.44K $533K
Apr 16, 2025 Q1 2025
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
91
+ 4.3%
$8.72K - $9.03K
2.21K $217K
Apr 17, 2025 Q1 2025
Hanson & Doremus Investment Management

BUY
 -
90
+ 2.17%
$8.63K - $8.93K
4.25K $417K
Apr 22, 2025 Q1 2025
Genesee Capital Advisors, LLC

BUY
 -
89
+ 1.1%
$8.53K - $8.83K
8.18K $802K
Apr 08, 2025 Q1 2025
Investors Research Corp

BUY
 -
88
+ 76.52%
$8.43K - $8.73K
203 $19.9K
May 14, 2025 Q1 2025
Cibc World Market Inc.

Toronto, A6
BUY
 -
87
+ 0.08%
$8.34K - $8.63K
113K $11.1M
Apr 17, 2025 Q1 2025
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
86
+ 0.34%
$8.24K - $8.54K
25.2K $2.47M
Apr 30, 2025 Q1 2025
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
85
+ 1.2%
$8.15K - $8.44K
7.15K $701K
Apr 30, 2025 Q1 2025
Badgley Phelps Wealth Managers, LLC

BUY
 -
83
+ 0.83%
$7.96K - $8.24K
10.1K $991K
Apr 21, 2025 Q1 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
82
+ 0.65%
$7.86K - $8.14K
12.7K $1.25M
Apr 17, 2025 Q1 2025
Bfsg, LLC

BUY
 -
81
+ 1.33%
$7.76K - $8.04K
6.16K $605K
Apr 03, 2025 Q1 2025
Cadinha & CO LLC

BUY
 -
80
+ 3.14%
$7.67K - $7.94K
2.63K $258K
Apr 09, 2025 Q1 2025
Bourgeon Capital Management LLC

BUY
 -
79
+ 0.53%
$7.57K - $7.84K
15.1K $1.48M
Apr 29, 2025 Q1 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
79
+ 1.27%
$7.57K - $7.84K
6.28K $616K
May 12, 2025 Q1 2025
Nwk Group, Inc.

San Francisco, CA
BUY
 -
79
+ 1.55%
$7.57K - $7.84K
5.18K $508K
Apr 30, 2025 Q1 2025
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
78
+ 1.07%
$7.48K - $7.74K
7.36K $722K
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
76
+ 0.87%
$7.28K - $7.54K
8.84K $867K
May 09, 2025 Q1 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
76
+ 6.34%
$7.28K - $7.54K
1.28K $125K
May 15, 2025 Q1 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
76
+ 55.88%
$7.28K - $7.54K
212 $20.8K
Apr 10, 2025 Q1 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
75
+ 2.22%
$7.19K - $7.44K
3.45K $338K
Apr 14, 2025 Q1 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
75
+ 1.05%
$7.19K - $7.44K
7.23K $710K
Apr 25, 2025 Q1 2025
Kampmann Melissa S.

Wausau, WI
BUY
 -
75
+ 0.74%
$7.19K - $7.44K
10.2K $1M
May 02, 2025 Q1 2025
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
74
+ 2.61%
$7.09K - $7.34K
2.91K $286K
May 08, 2025 Q1 2025
Jefferies Financial Group Inc.

New York, NY
BUY
 -
69
+ 1.88%
$6.61K - $6.85K
3.74K $366K
May 13, 2025 Q1 2025
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
69
+ 0.93%
$6.61K - $6.85K
7.51K $737K
Apr 24, 2025 Q1 2025
L.K. Benson & Company, P.C.

Baltimore, MD
BUY
 -
66
+ 0.34%
$6.33K - $6.55K
19.4K $1.91M
May 13, 2025 Q1 2025
W Advisors, LLC

Germantown, TN
BUY
 -
66
+ 1.82%
$6.33K - $6.55K
3.7K $362K
May 14, 2025 Q1 2025
F

BUY
 -
61
+ 0.14%
$5.85K - $6.05K
43.3K $4.25M
May 02, 2025 Q1 2025
Wealthfront Advisers LLC

BUY
 -
60
+ 2.76%
$5.75K - $5.96K
2.23K $219K
Apr 14, 2025 Q1 2025
Destiny Wealth Partners, LLC

BUY
 -
58
+ 2.74%
$5.56K - $5.76K
2.18K $214K
May 02, 2025 Q1 2025
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
58
+ 0.27%
$5.56K - $5.76K
21.4K $2.1M
May 12, 2025 Q1 2025
Founders Financial Securities LLC

BUY
 -
57
+ 0.02%
$5.46K - $5.66K
272K $26.7M
May 15, 2025 Q1 2025
Mittelman Wealth Management

Andover, MA
BUY
 -
56
+ 0.64%
$5.37K - $5.56K
8.85K $868K
Apr 23, 2025 Q1 2025
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
55
+ 0.41%
$5.27K - $5.46K
13.4K $1.32M
Apr 29, 2025 Q1 2025
Sonata Capital Group Inc

BUY
 -
52
+ 1.13%
$4.98K - $5.16K
4.67K $458K
Apr 29, 2025 Q1 2025
Vaughan & CO Securities, Inc.

BUY
 -
51
+ 0.8%
$4.89K - $5.06K
6.44K $631K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
50
New
$4.79K - $4.96K
50 $4.91K
May 06, 2025 Q1 2025
Trilogy Capital Inc.

BUY
 -
49
+ 0.25%
$4.7K - $4.86K
19.8K $1.94M
Apr 14, 2025 Q1 2025
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
48
New
$4.6K - $4.76K
48 $4.71K
May 05, 2025 Q1 2025
Berkeley Capital Partners, LLC

BUY
 -
47
+ 0.77%
$4.5K - $4.66K
6.13K $601K

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