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 12, 2025 Q1 2025
Boston Research & Management Inc

Manchester, MA
BUY
 -
41
+ 0.95%
$3.93K - $4.07K
4.37K $429K
Apr 23, 2025 Q1 2025
Pacific Financial Group Inc

BUY
 -
39
+ 0.39%
$3.74K - $3.87K
10.1K $994K
May 14, 2025 Q1 2025
Asset Management Group, Inc.

Stamford, CT
BUY
 -
39
+ 0.14%
$3.74K - $3.87K
27K $2.65M
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
39
New
$3.74K - $3.87K
39 $3.83K
Apr 09, 2025 Q1 2025
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
38
New
$3.64K - $3.77K
38 $3.73K
May 13, 2025 Q1 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
37
+ 0.76%
$3.55K - $3.67K
4.93K $483K
Apr 29, 2025 Q1 2025
Hm Payson & CO

Portland, ME
BUY
 -
36
New
$3.45K - $3.57K
36 $3.53K
May 05, 2025 Q1 2025
Amg National Trust Bank

BUY
 -
33
+ 0.1%
$3.16K - $3.28K
32.6K $3.2M
Apr 29, 2025 Q1 2025
Compass Wealth Management LLC

Guilford, CT
BUY
 -
32
New
$3.07K - $3.18K
32 $3.14K
Apr 15, 2025 Q1 2025
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
31
+ 1.22%
$2.97K - $3.08K
2.56K $252K
Apr 17, 2025 Q1 2025
Hengehold Capital Management LLC

BUY
 -
30
+ 0.77%
$2.88K - $2.98K
3.93K $385K
Apr 22, 2025 Q1 2025
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
30
+ 0.36%
$2.88K - $2.98K
8.33K $817K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

BUY
 -
29
+ 966.67%
$2.78K - $2.88K
32 $3.14K
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
28
+ 7.71%
$2.68K - $2.78K
391 $38.4K
May 09, 2025 Q1 2025
Navigoe, LLC

Redondo Beach, CA
BUY
 -
28
+ 5.17%
$2.68K - $2.78K
570 $55.9K
May 15, 2025 Q1 2025
1 North Wealth Services LLC

Annapolis, MD
BUY
 -
28
New
$2.68K - $2.78K
28 $2.75K
Apr 10, 2025 Q1 2025
Clare Market Investments LLC

Dallas, TX
BUY
 -
27
+ 0.55%
$2.59K - $2.68K
4.91K $482K
May 07, 2025 Q1 2025
One8zero8, LLC

Greensboro, NC
BUY
 -
27
+ 2.63%
$2.59K - $2.68K
1.05K $103K
Apr 25, 2025 Q1 2025
Life Line Wealth Management LLC

Beverly Hills, CA
BUY
 -
26
+ 0.64%
$2.49K - $2.58K
4.12K $404K
May 12, 2025 Q1 2025
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
26
New
$2.49K - $2.58K
26 $2.55K
May 12, 2025 Q1 2025
Gkv Capital Management Co., Inc.

Walnut Creek, CA
BUY
 -
26
New
$2.49K - $2.58K
26 $2.55K
May 15, 2025 Q1 2025
Westshore Wealth, LLC

BUY
 -
25
+ 0.74%
$2.4K - $2.48K
3.42K $335K
May 14, 2025 Q1 2025
Hanover Advisors Inc

Seneca, SC
BUY
 -
23
+ 0.57%
$2.2K - $2.28K
4.05K $398K
Apr 21, 2025 Q1 2025
Cottage Street Advisors LLC

BUY
 -
23
+ 0.54%
$2.2K - $2.28K
4.24K $416K
May 01, 2025 Q1 2025
Roger Wittlin Investment Advisory, LLC

BUY
 -
23
+ 0.47%
$2.2K - $2.28K
4.97K $487K
May 14, 2025 Q1 2025
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
23
+ 0.77%
$2.2K - $2.28K
3.03K $297K
May 14, 2025 Q1 2025
Sprott Inc.

Toronto, A6
BUY
 -
22
+ 0.45%
$2.11K - $2.18K
4.96K $486K
Apr 16, 2025 Q1 2025
Scott Capital Advisors, LLC

BUY
 -
21
+ 0.76%
$2.01K - $2.08K
2.79K $274K
May 01, 2025 Q1 2025
Key F Inancial Inc

BUY
 -
21
+ 1.19%
$2.01K - $2.08K
1.78K $175K
May 01, 2025 Q1 2025
American Financial Advisors, LLC

BUY
 -
20
+ 0.63%
$1.92K - $1.99K
3.19K $313K
May 02, 2025 Q1 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
20
+ 0.47%
$1.92K - $1.99K
4.3K $422K
May 09, 2025 Q1 2025
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
20
+ 1.33%
$1.92K - $1.99K
1.53K $150K
May 12, 2025 Q1 2025
Centerpoint Advisors, LLC

BUY
 -
20
+ 1.31%
$1.92K - $1.99K
1.55K $152K
Apr 21, 2025 Q1 2025
Segment Wealth Management, LLC

BUY
 -
19
+ 0.57%
$1.82K - $1.89K
3.35K $328K
May 13, 2025 Q1 2025
Financial Advisors Network, Inc.

BUY
 -
19
+ 0.79%
$1.82K - $1.89K
2.42K $238K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
17
+ 0.47%
$1.63K - $1.69K
3.62K $355K
Apr 16, 2025 Q1 2025
Rtd Financial Advisors, Inc.

BUY
 -
16
+ 0.3%
$1.53K - $1.59K
5.43K $532K
Apr 25, 2025 Q1 2025
Ironwood Wealth Management, Llc.

BUY
 -
15
+ 8.98%
$1.44K - $1.49K
182 $17.9K
Apr 29, 2025 Q1 2025
Sierra Ocean, LLC

Ripon, CA
BUY
 -
15
+ 0.62%
$1.44K - $1.49K
2.44K $239K
May 08, 2025 Q1 2025
Legacy Bridge, LLC

BUY
 -
15
+ 300.0%
$1.44K - $1.49K
20 $1.96K
May 05, 2025 Q1 2025
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
14
+ 0.26%
$1.34K - $1.39K
5.43K $533K
May 13, 2025 Q1 2025
Herold Advisors, Inc.

BUY
 -
14
+ 0.63%
$1.34K - $1.39K
2.22K $218K
Apr 25, 2025 Q1 2025
Prairiewood Capital, LLC

BUY
 -
13
+ 0.19%
$1.25K - $1.29K
6.92K $679K
May 09, 2025 Q1 2025
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
13
+ 0.38%
$1.25K - $1.29K
3.45K $338K
Apr 14, 2025 Q1 2025
City Holding CO

BUY
 -
12
+ 1.72%
$1.15K - $1.19K
711 $69.7K
May 14, 2025 Q1 2025
Northstar Financial Companies, Inc.

Conshohocken, PA
BUY
 -
12
+ 0.45%
$1.15K - $1.19K
2.66K $260K
May 12, 2025 Q1 2025
Kohmann Bosshard Financial Services, LLC

BUY
 -
11
+ 0.08%
$1.05K - $1.09K
13.3K $1.3M
May 07, 2025 Q1 2025
Angeles Wealth Management, LLC

BUY
 -
9
New
$863 - $893
9 $883
May 07, 2025 Q1 2025
Patten & Patten Inc

BUY
 -
9
+ 0.14%
$863 - $893
6.56K $644K

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