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 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.63% |
$2.3K - $2.38K
|
3.79K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 0.19% |
$2.4K - $2.48K
|
13K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.6% |
$2.4K - $2.48K
|
4.11K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-26- 10.36% |
$2.49K - $2.58K
|
225
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-30- 0.17% |
$2.88K - $2.98K
|
18K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-31- 2.74% |
$2.97K - $3.08K
|
1.1K
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 18.64% |
$3.16K - $3.28K
|
144
$14.1K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-34- 3.66% |
$3.26K - $3.37K
|
894
$87.7K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 1.18% |
$3.45K - $3.57K
|
3.01K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-39- 1.46% |
$3.74K - $3.87K
|
2.63K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-39- 0.52% |
$3.74K - $3.87K
|
7.52K
$738K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-42- 0.21% |
$4.03K - $4.17K
|
20.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-42- 1.7% |
$4.03K - $4.17K
|
2.42K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-45- 12.57% |
$4.31K - $4.47K
|
313
$30.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-48- 3.26% |
$4.6K - $4.76K
|
1.43K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 0.4% |
$4.6K - $4.76K
|
12K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-50- 1.4% |
$4.79K - $4.96K
|
3.52K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-50- 1.57% |
$4.79K - $4.96K
|
3.14K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.66% |
$4.79K - $4.96K
|
2.97K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-51- 1.46% |
$4.89K - $5.06K
|
3.44K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51- 16.24% |
$4.89K - $5.06K
|
263
$25.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-52- 0.62% |
$4.98K - $5.16K
|
8.31K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-56- 15.51% |
$5.37K - $5.56K
|
305
$29.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$13.9K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-59- 1.95% |
$5.66K - $5.86K
|
2.96K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-59- 2.48% |
$5.66K - $5.86K
|
2.32K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 42.25% |
$5.75K - $5.96K
|
82
$8.04K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 0.95% |
$5.75K - $5.96K
|
6.23K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 1.17% |
$6.04K - $6.25K
|
5.31K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-65- 1.85% |
$6.23K - $6.45K
|
3.45K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-66- 2.97% |
$6.33K - $6.55K
|
2.16K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 2.5% |
$6.42K - $6.65K
|
2.61K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-73- 1.63% |
$7K - $7.25K
|
4.41K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-75- 0.28% |
$7.19K - $7.44K
|
26.6K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-75- 0.85% |
$7.19K - $7.44K
|
8.8K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 0.18% |
$7.19K - $7.44K
|
42.6K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-77- 0.19% |
$7.38K - $7.64K
|
41.5K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-78- 10.96% |
$7.48K - $7.74K
|
634
$62.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-80- 0.01% |
$7.67K - $7.94K
|
1.2M
$118M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-81- 3.45% |
$7.76K - $8.04K
|
2.27K
$223K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-81- 3.12% |
$7.76K - $8.04K
|
2.52K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-91- 3.0% |
$8.72K - $9.03K
|
2.94K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-94- 2.18% |
$9.01K - $9.33K
|
4.22K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-94- 0.08% |
$9.01K - $9.33K
|
116K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-96- 2.94% |
$9.2K - $9.53K
|
3.17K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-97- 1.5% |
$9.3K - $9.63K
|
6.37K
$625K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-98- 0.36% |
$9.39K - $9.73K
|
27K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.24% |
$9.59K - $9.93K
|
42K
$4.12M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100- 0.01% |
$9.59K - $9.93K
|
1.83M
$180M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-102- 2.14% |
$9.78K - $10.1K
|
4.66K
$457K
|