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 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-722- 47.56% |
$69.2K - $71.7K
|
796
$78.1K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-727- 1.46% |
$69.7K - $72.2K
|
49.1K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-733- 13.57% |
$70.3K - $72.8K
|
4.67K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-743- 1.63% |
$71.2K - $73.7K
|
44.8K
$4.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-769- 6.66% |
$73.7K - $76.3K
|
10.8K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-773- 1.67% |
$74.1K - $76.7K
|
45.6K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$26.4M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-775- 26.96% |
$74.3K - $76.9K
|
2.1K
$206K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-778- 3.73% |
$74.6K - $77.2K
|
20.1K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-786- 6.47% |
$75.3K - $78K
|
11.4K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-787- 4.73% |
$75.4K - $78.1K
|
15.9K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-788- 4.63% |
$75.5K - $78.2K
|
16.2K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-800- 12.9% |
$76.7K - $79.4K
|
5.4K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-804- 4.55% |
$77.1K - $79.8K
|
16.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-812- 0.35% |
$77.8K - $80.6K
|
234K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-826- 0.35% |
$79.2K - $82K
|
235K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-838- 6.36% |
$80.3K - $83.2K
|
12.3K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-846- 22.95% |
$81.1K - $84K
|
2.84K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-847- 24.14% |
$81.2K - $84.1K
|
2.66K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-851- 12.54% |
$81.6K - $84.5K
|
5.93K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-866- 15.17% |
$83K - $86K
|
4.84K
$475K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-869- 1.93% |
$83.3K - $86.2K
|
44.2K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-877- 2.51% |
$84.1K - $87K
|
34K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-886- 2.94% |
$84.9K - $87.9K
|
29.2K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-887- 8.7% |
$85K - $88K
|
9.3K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-893- 4.52% |
$85.6K - $88.6K
|
18.9K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-900- 2.48% |
$86.3K - $89.3K
|
35.4K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-901- 2.24% |
$86.4K - $89.4K
|
39.4K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-902- 12.49% |
$86.5K - $89.5K
|
6.32K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-918- 2.1% |
$88K - $91.1K
|
42.9K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-933- 17.97% |
$89.4K - $92.6K
|
4.26K
$418K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-942- 85.56% |
$90.3K - $93.5K
|
159
$15.6K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-943- 5.93% |
$90.4K - $93.6K
|
15K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-950- 4.73% |
$91.1K - $94.3K
|
19.1K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-953- 15.33% |
$91.3K - $94.6K
|
5.27K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-955- 5.66% |
$91.5K - $94.8K
|
15.9K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-964- 30.3% |
$92.4K - $95.7K
|
2.22K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-965- 0.35% |
$92.5K - $95.8K
|
277K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-969- 1.93% |
$92.9K - $96.2K
|
49.2K
$4.83M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-976- 0.88% |
$93.5K - $96.9K
|
110K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-982- 5.64% |
$94.1K - $97.5K
|
16.4K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1K- 0.52% |
$96.1K - $99.5K
|
193K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.03K- 4.7% |
$98.3K - $102K
|
20.8K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.03K- 30.48% |
$98.3K - $102K
|
2.34K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.03K- 4.47% |
$99K - $103K
|
22.1K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 18.11% |
$99.2K - $103K
|
4.68K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 6.49% |
$99.4K - $103K
|
14.9K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.04K- 2.72% |
$99.8K - $103K
|
37.3K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 2.85% |
$100K - $104K
|
35.7K
$3.5M
|