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 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.97K- 2.47% |
$189K - $195K
|
77.9K
$7.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 27.56% |
$192K - $199K
|
5.27K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.02K- 7.95% |
$193K - $200K
|
23.3K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 3.03% |
$193K - $200K
|
64.5K
$6.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.02K- 59.23% |
$194K - $201K
|
1.39K
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.04K- 22.01% |
$195K - $202K
|
7.22K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.04K- 11.75% |
$195K - $202K
|
15.3K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.09K- 1.25% |
$200K - $207K
|
165K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 9.59% |
$201K - $208K
|
19.8K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-2.17K- 2.63% |
$208K - $216K
|
80.4K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.18K- 11.92% |
$208K - $216K
|
16.1K
$1.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.18K- 13.26% |
$209K - $216K
|
14.2K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.18K- 6.96% |
$209K - $216K
|
29.1K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.19K- 27.84% |
$210K - $217K
|
5.68K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.2K- 0.91% |
$211K - $218K
|
240K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.2K- 14.18% |
$211K - $218K
|
13.3K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 3.54% |
$213K - $221K
|
60.7K
$6.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.24K- 45.06% |
$214K - $222K
|
2.73K
$274K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.24K- 11.1% |
$215K - $222K
|
17.9K
$1.81M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 32.0% |
$215K - $222K
|
4.76K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.25K- 85.69% |
$216K - $224K
|
376
$37.9K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.27K- 7.68% |
$218K - $225K
|
27.3K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 13.7% |
$219K - $226K
|
14.4K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.34K- 1.21% |
$224K - $232K
|
191K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 6.99% |
$224K - $232K
|
31.1K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.35K- 1.83% |
$225K - $233K
|
126K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.4K- 40.81% |
$230K - $238K
|
3.47K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 34.64% |
$231K - $239K
|
4.55K
$458K
|
|
|
Oct 30, 2025
Q1 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-2.43K- 29.84% |
$233K - $242K
|
5.72K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.44K- 6.25% |
$234K - $242K
|
36.6K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.46K- 8.35% |
$235K - $244K
|
26.9K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.17% |
$238K - $246K
|
112K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.49K- 5.99% |
$239K - $247K
|
39.1K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.49K- 44.27% |
$239K - $247K
|
3.14K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.52K- 5.08% |
$241K - $250K
|
47.1K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.54K- 47.37% |
$243K - $252K
|
2.82K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.56K- 0.61% |
$245K - $254K
|
418K
$42.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.56K- 55.47% |
$246K - $254K
|
2.06K
$207K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.6K- 28.88% |
$249K - $258K
|
6.4K
$644K
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.62KClosed |
$251K - $260K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.62K- 3.57% |
$251K - $260K
|
70.7K
$7.12M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.64K- 6.99% |
$253K - $262K
|
35.2K
$3.54M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.64K- 10.73% |
$253K - $262K
|
22K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.66K- 49.78% |
$255K - $264K
|
2.69K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.68K- 5.86% |
$257K - $266K
|
43.1K
$4.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.7K- 3.27% |
$258K - $267K
|
79.7K
$8.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.71K- 10.48% |
$260K - $269K
|
23.1K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.71K- 26.62% |
$260K - $269K
|
7.47K
$752K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.71K- 15.11% |
$260K - $269K
|
15.2K
$1.53M
|