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 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.6K- 14.45% |
$153K - $159K
|
9.48K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.6K- 15.48% |
$154K - $159K
|
8.75K
$858K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.63K- 26.66% |
$157K - $162K
|
4.5K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 13.95% |
$157K - $162K
|
10.1K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.66K- 19.16% |
$159K - $165K
|
7K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.66K- 6.91% |
$159K - $165K
|
22.4K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 13.82% |
$160K - $165K
|
10.4K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.69K- 31.08% |
$162K - $168K
|
3.75K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.69K- 11.55% |
$162K - $168K
|
12.9K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.7K- 9.25% |
$163K - $169K
|
16.7K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.76K- 0.79% |
$168K - $174K
|
219K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.76K- 25.95% |
$168K - $174K
|
5.01K
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.76K- 20.06% |
$169K - $174K
|
7.01K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.76K- 1.74% |
$169K - $175K
|
99.7K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.77K- 2.05% |
$169K - $175K
|
84.5K
$8.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.77K- 23.24% |
$170K - $176K
|
5.84K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.81K- 41.63% |
$173K - $179K
|
2.53K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.81K- 3.55% |
$173K - $180K
|
49.2K
$4.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.87K- 7.23% |
$179K - $185K
|
24K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.88K- 0.8% |
$180K - $186K
|
234K
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.88K- 2.61% |
$181K - $187K
|
70.4K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.9K- 39.82% |
$182K - $188K
|
2.87K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.9K- 42.65% |
$182K - $188K
|
2.55K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 28.34% |
$182K - $189K
|
4.82K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 2.86% |
$184K - $190K
|
65.2K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.93K- 66.35% |
$185K - $192K
|
981
$96.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.94K- 0.86% |
$186K - $193K
|
224K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.95K- 53.4% |
$187K - $193K
|
1.7K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 36.7% |
$187K - $194K
|
3.37K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.97K- 8.21% |
$188K - $195K
|
22K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.97K- 2.47% |
$189K - $195K
|
77.9K
$7.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 27.56% |
$192K - $199K
|
5.27K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.02K- 7.95% |
$193K - $200K
|
23.3K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 3.03% |
$193K - $200K
|
64.5K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.02K- 59.23% |
$194K - $201K
|
1.39K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.04K- 22.01% |
$195K - $202K
|
7.22K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.04K- 11.75% |
$195K - $202K
|
15.3K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.09K- 1.25% |
$200K - $207K
|
165K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 9.59% |
$201K - $208K
|
19.8K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-2.17K- 2.63% |
$208K - $216K
|
80.4K
$7.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.18K- 11.92% |
$208K - $216K
|
16.1K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.18K- 13.26% |
$209K - $216K
|
14.2K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.18K- 6.96% |
$209K - $216K
|
29.1K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.19K- 27.84% |
$210K - $217K
|
5.68K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.2K- 0.91% |
$211K - $218K
|
240K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.2K- 14.18% |
$211K - $218K
|
13.3K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 3.54% |
$213K - $221K
|
60.7K
$5.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.24K- 45.06% |
$214K - $222K
|
2.73K
$267K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.24K- 11.1% |
$215K - $222K
|
17.9K
$1.76M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 32.0% |
$215K - $222K
|
4.76K
$467K
|