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 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-264- 2.48% |
$25.3K - $26.2K
|
10.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-276- 81.18% |
$26.5K - $27.4K
|
64
$6.28K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-279- 17.28% |
$26.7K - $27.7K
|
1.34K
$131K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-280- 0.85% |
$26.8K - $27.8K
|
32.6K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-282- 5.65% |
$27K - $28K
|
4.71K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-283- 60.34% |
$27.1K - $28.1K
|
186
$18.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-284- 2.41% |
$27.2K - $28.2K
|
11.5K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-287- 52.28% |
$27.5K - $28.5K
|
262
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-289- 1.4% |
$27.7K - $28.7K
|
20.4K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-302- 67.87% |
$28.9K - $30K
|
143
$14K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-303- 3.34% |
$29K - $30.1K
|
8.78K
$861K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-303- 3.11% |
$29K - $30.1K
|
9.44K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-303- 4.9% |
$29K - $30.1K
|
5.88K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-305- 50.41% |
$29.2K - $30.3K
|
300
$29.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-309- 9.28% |
$29.6K - $30.7K
|
3.02K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-311- 1.62% |
$29.8K - $30.9K
|
18.9K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-323- 8.04% |
$31K - $32.1K
|
3.69K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-325- 9.73% |
$31.2K - $32.3K
|
3.02K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-328- 5.0% |
$31.4K - $32.6K
|
6.24K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-330- 2.78% |
$31.6K - $32.8K
|
11.6K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-331- 2.24% |
$31.7K - $32.9K
|
14.5K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-335- 25.38% |
$32.1K - $33.2K
|
985
$96.6K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-337- 5.37% |
$32.3K - $33.4K
|
5.94K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-345- 7.77% |
$33.1K - $34.2K
|
4.1K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-354- 63.21% |
$33.9K - $35.1K
|
206
$20.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-359- 4.15% |
$34.4K - $35.6K
|
8.28K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-363- 8.93% |
$34.8K - $36K
|
3.7K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-364- 6.25% |
$34.9K - $36.1K
|
5.46K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-372- 13.25% |
$35.7K - $36.9K
|
2.44K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-380- 8.71% |
$36.4K - $37.7K
|
3.98K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-384- 4.42% |
$36.8K - $38.1K
|
8.31K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-387- 68.62% |
$37.1K - $38.4K
|
177
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-387- 0.57% |
$37.1K - $38.4K
|
67.2K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-389- 3.88% |
$37.3K - $38.6K
|
9.65K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-390- 2.97% |
$37.4K - $38.7K
|
12.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-405- 3.11% |
$38.8K - $40.2K
|
12.6K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-407- 3.6% |
$39K - $40.4K
|
10.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-412- 3.68% |
$39.5K - $40.9K
|
10.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-413- 12.82% |
$39.6K - $41K
|
2.81K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-414- 6.24% |
$39.7K - $41.1K
|
6.22K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-423- 0.71% |
$40.5K - $42K
|
59K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-426- 11.61% |
$40.8K - $42.3K
|
3.24K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-430- 31.88% |
$41.2K - $42.7K
|
919
$90.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-431- 14.13% |
$41.3K - $42.8K
|
2.62K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-433- 17.37% |
$41.5K - $43K
|
2.06K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-438- 2.38% |
$42K - $43.5K
|
17.9K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-438- 69.86% |
$42K - $43.5K
|
189
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-439- 7.32% |
$42.1K - $43.6K
|
5.56K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-455- 2.98% |
$43.6K - $45.2K
|
14.8K
$1.45M
|