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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-109- 4.17% |
$10.4K - $10.8K
|
2.51K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-111- 1.76% |
$10.6K - $11K
|
6.2K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-113- 4.28% |
$10.8K - $11.2K
|
2.53K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-113- 3.66% |
$10.8K - $11.2K
|
2.97K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-120- 3.92% |
$11.5K - $11.9K
|
2.94K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-122- 2.77% |
$11.7K - $12.1K
|
4.28K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-127- 1.34% |
$12.2K - $12.6K
|
9.35K
$917K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-129- 11.51% |
$12.4K - $12.8K
|
992
$97.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-134- 3.59% |
$12.8K - $13.3K
|
3.6K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-135- 1.04% |
$12.9K - $13.4K
|
12.8K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-135- 6.21% |
$12.9K - $13.4K
|
2.04K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-136- 3.29% |
$13K - $13.5K
|
3.99K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-141- 24.35% |
$13.5K - $14K
|
438
$43K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-141- 23.74% |
$13.5K - $14K
|
453
$44.4K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-144- 3.7% |
$13.8K - $14.3K
|
3.74K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-145- 0.75% |
$13.9K - $14.4K
|
19.1K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-145- 2.17% |
$13.9K - $14.4K
|
6.53K
$641K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-157- 3.77% |
$15K - $15.6K
|
4K
$393K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-161- 1.82% |
$15.4K - $16K
|
8.67K
$851K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-161- 2.09% |
$15.4K - $16K
|
7.53K
$739K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-162- 5.51% |
$15.5K - $16.1K
|
2.78K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-162- 6.37% |
$15.5K - $16.1K
|
2.38K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-164- 1.61% |
$15.7K - $16.3K
|
10K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-165- 29.78% |
$15.8K - $16.4K
|
389
$38.2K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-167- 3.48% |
$16K - $16.6K
|
4.63K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-180- 0.03% |
$17.3K - $17.9K
|
690K
$67.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-181- 1.76% |
$17.3K - $18K
|
10.1K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-182- 3.19% |
$17.4K - $18.1K
|
5.53K
$543K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-188- 16.68% |
$18K - $18.7K
|
939
$92.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-192- 5.9% |
$18.4K - $19.1K
|
3.06K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-193- 5.08% |
$18.5K - $19.2K
|
3.6K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200- 1.36% |
$19.2K - $19.9K
|
14.5K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 0.1% |
$19.2K - $19.9K
|
202K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-203- 4.47% |
$19.5K - $20.1K
|
4.34K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-205- 6.81% |
$19.6K - $20.3K
|
2.8K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-210- 2.79% |
$20.1K - $20.8K
|
7.31K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-214- 9.17% |
$20.5K - $21.2K
|
2.12K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-214- 0.28% |
$20.5K - $21.2K
|
76K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-218- 0.7% |
$20.9K - $21.6K
|
30.8K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-219- 2.71% |
$21K - $21.7K
|
7.86K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-225- 1.03% |
$21.6K - $22.3K
|
21.7K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-229- 4.35% |
$21.9K - $22.7K
|
5.04K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-229- 1.35% |
$21.9K - $22.7K
|
16.8K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-232- 0.98% |
$22.2K - $23K
|
23.3K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 9.2% |
$22.5K - $23.3K
|
2.32K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-237- 7.21% |
$22.7K - $23.5K
|
3.05K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.58% |
$24K - $24.8K
|
5.2K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-253- 2.54% |
$24.3K - $25.1K
|
9.69K
$951K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-258- 1.54% |
$24.7K - $25.6K
|
16.5K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$306K
|