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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.36K- 4.12% |
$130K - $135K
|
31.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 17.55% |
$131K - $136K
|
6.42K
$647K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.37K- 5.44% |
$131K - $136K
|
23.8K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.39K- 0.32% |
$133K - $138K
|
428K
$43M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.39K- 12.5% |
$133K - $138K
|
9.71K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.39K- 1.52% |
$133K - $138K
|
89.7K
$9.03M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.4K- 2.61% |
$134K - $139K
|
52.3K
$5.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.42K- 5.37% |
$136K - $140K
|
25K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 30.35% |
$139K - $144K
|
3.34K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.46K- 7.71% |
$140K - $145K
|
17.4K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 16.59% |
$141K - $146K
|
7.42K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 1.2% |
$143K - $148K
|
123K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.5K- 18.44% |
$144K - $149K
|
6.63K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.5K- 0.54% |
$144K - $149K
|
277K
$27.9M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.52K- 8.09% |
$146K - $151K
|
17.3K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 38.28% |
$147K - $152K
|
2.47K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.54K- 3.4% |
$148K - $153K
|
43.8K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.57K- 3.96% |
$150K - $156K
|
38.1K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.58K- 1.84% |
$151K - $156K
|
84.1K
$8.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.59K- 22.98% |
$152K - $158K
|
5.32K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.6K- 14.45% |
$153K - $159K
|
9.48K
$955K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.6K- 15.48% |
$154K - $159K
|
8.75K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.63K- 26.66% |
$157K - $162K
|
4.5K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 13.95% |
$157K - $162K
|
10.1K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.66K- 19.16% |
$159K - $165K
|
7K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.66K- 6.91% |
$159K - $165K
|
22.4K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 13.82% |
$160K - $165K
|
10.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.69K- 31.08% |
$162K - $168K
|
3.75K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.69K- 11.55% |
$162K - $168K
|
12.9K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.7K- 9.25% |
$163K - $169K
|
16.7K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.76K- 0.79% |
$168K - $174K
|
219K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.76K- 25.95% |
$168K - $174K
|
5.01K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.76K- 20.06% |
$169K - $174K
|
7.01K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.76K- 1.74% |
$169K - $175K
|
99.7K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.77K- 2.05% |
$169K - $175K
|
84.5K
$8.51M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.77K- 23.24% |
$170K - $176K
|
5.84K
$588K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.81K- 41.63% |
$173K - $179K
|
2.53K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.81K- 3.55% |
$173K - $180K
|
49.2K
$4.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.87K- 7.23% |
$179K - $185K
|
24K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.88K- 0.8% |
$180K - $186K
|
234K
$23.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.88K- 2.61% |
$181K - $187K
|
70.4K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.9K- 39.82% |
$182K - $188K
|
2.87K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.9K- 42.65% |
$182K - $188K
|
2.55K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 28.34% |
$182K - $189K
|
4.82K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 2.86% |
$184K - $190K
|
65.2K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.93K- 66.35% |
$185K - $192K
|
981
$98.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.94K- 0.86% |
$186K - $193K
|
224K
$22.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.95K- 53.4% |
$187K - $193K
|
1.7K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 36.7% |
$187K - $194K
|
3.37K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.97K- 8.21% |
$188K - $195K
|
22K
$2.21M
|