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 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-203- 4.47% |
$19.5K - $20.1K
|
4.34K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-205- 6.81% |
$19.6K - $20.3K
|
2.8K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-210- 2.79% |
$20.1K - $20.8K
|
7.31K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-214- 9.17% |
$20.5K - $21.2K
|
2.12K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-214- 0.28% |
$20.5K - $21.2K
|
76K
$7.65M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-218- 0.7% |
$20.9K - $21.6K
|
30.8K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-219- 2.71% |
$21K - $21.7K
|
7.86K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-225- 1.03% |
$21.6K - $22.3K
|
21.7K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-229- 4.35% |
$21.9K - $22.7K
|
5.04K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-229- 1.35% |
$21.9K - $22.7K
|
16.8K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-232- 0.98% |
$22.2K - $23K
|
23.3K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 9.2% |
$22.5K - $23.3K
|
2.32K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-237- 7.21% |
$22.7K - $23.5K
|
3.05K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.58% |
$24K - $24.8K
|
5.2K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-253- 2.54% |
$24.3K - $25.1K
|
9.69K
$976K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-258- 1.54% |
$24.7K - $25.6K
|
16.5K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$314K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-264- 2.48% |
$25.3K - $26.2K
|
10.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-276- 81.18% |
$26.5K - $27.4K
|
64
$6.44K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-279- 17.28% |
$26.7K - $27.7K
|
1.34K
$134K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-280- 0.85% |
$26.8K - $27.8K
|
32.6K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-282- 5.65% |
$27K - $28K
|
4.71K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-283- 60.34% |
$27.1K - $28.1K
|
186
$18.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-284- 2.41% |
$27.2K - $28.2K
|
11.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-287- 52.28% |
$27.5K - $28.5K
|
262
$26.4K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-289- 1.4% |
$27.7K - $28.7K
|
20.4K
$2.05M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-293- 8.02% |
$28.1K - $29.1K
|
3.36K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-302- 67.87% |
$28.9K - $30K
|
143
$14.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-303- 3.34% |
$29K - $30.1K
|
8.78K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-303- 3.11% |
$29K - $30.1K
|
9.44K
$950K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-303- 4.9% |
$29K - $30.1K
|
5.88K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-305- 50.41% |
$29.2K - $30.3K
|
300
$30.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-309- 9.28% |
$29.6K - $30.7K
|
3.02K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-311- 1.62% |
$29.8K - $30.9K
|
18.9K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-323- 8.04% |
$31K - $32.1K
|
3.69K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-325- 9.73% |
$31.2K - $32.3K
|
3.02K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-328- 5.0% |
$31.4K - $32.6K
|
6.24K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-330- 2.78% |
$31.6K - $32.8K
|
11.6K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-331- 2.24% |
$31.7K - $32.9K
|
14.5K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-335- 25.38% |
$32.1K - $33.2K
|
985
$99.2K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-337- 5.37% |
$32.3K - $33.4K
|
5.94K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-345- 7.77% |
$33.1K - $34.2K
|
4.1K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-354- 63.21% |
$33.9K - $35.1K
|
206
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-359- 4.15% |
$34.4K - $35.6K
|
8.28K
$834K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-363- 8.93% |
$34.8K - $36K
|
3.7K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-364- 6.25% |
$34.9K - $36.1K
|
5.46K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-372- 13.25% |
$35.7K - $36.9K
|
2.44K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-380- 8.71% |
$36.4K - $37.7K
|
3.98K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-384- 4.42% |
$36.8K - $38.1K
|
8.31K
$836K
|