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
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.72K- 21.56% |
$260K - $269K
|
9.88K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.73K- 24.94% |
$261K - $271K
|
8.21K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-2.73K- 17.99% |
$262K - $271K
|
12.4K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.76K- 53.46% |
$264K - $274K
|
2.4K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.78K- 11.13% |
$266K - $276K
|
22.2K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.81K- 57.6% |
$270K - $279K
|
2.07K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.94K- 21.05% |
$281K - $291K
|
11K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.96K- 31.5% |
$284K - $294K
|
6.44K
$648K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.98K- 3.48% |
$286K - $296K
|
82.6K
$8.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.99K- 35.94% |
$287K - $297K
|
5.33K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.04K- 23.14% |
$292K - $302K
|
10.1K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.06K- 16.85% |
$294K - $304K
|
15.1K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.13K- 6.0% |
$300K - $311K
|
49.1K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.16K- 25.16% |
$303K - $314K
|
9.41K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.16K- 3.6% |
$303K - $314K
|
84.8K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 7.4% |
$305K - $316K
|
39.8K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.19K- 4.28% |
$305K - $316K
|
71.3K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.19K- 22.55% |
$306K - $316K
|
11K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.19K- 53.01% |
$306K - $317K
|
2.83K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.2K- 9.04% |
$306K - $317K
|
32.2K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.2K- 7.79% |
$307K - $317K
|
37.9K
$3.81M
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3.23K- 11.03% |
$309K - $320K
|
26K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.28K- 31.74% |
$314K - $326K
|
7.06K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.32K- 10.39% |
$318K - $330K
|
28.7K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.38K- 0.68% |
$324K - $335K
|
496K
$49.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.43K- 36.9% |
$329K - $340K
|
5.86K
$590K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 25.45% |
$336K - $348K
|
10.3K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.53K- 47.79% |
$338K - $350K
|
3.85K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.55K- 36.87% |
$340K - $352K
|
6.07K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.56K- 11.3% |
$341K - $353K
|
27.9K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.61K- 44.63% |
$346K - $358K
|
4.47K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.63K- 41.75% |
$347K - $360K
|
5.06K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.66K- 2.12% |
$351K - $364K
|
170K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 3.99% |
$356K - $368K
|
89.3K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.83K- 4.18% |
$367K - $380K
|
87.9K
$8.84M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 43.08% |
$368K - $382K
|
5.08K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 0.61% |
$369K - $382K
|
628K
$63.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.89K- 9.42% |
$373K - $386K
|
37.4K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.9K- 0.84% |
$374K - $387K
|
461K
$46.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 3.26% |
$382K - $396K
|
118K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.03K- 46.27% |
$386K - $399K
|
4.67K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.05K- 40.18% |
$388K - $401K
|
6.02K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.05K- 2.78% |
$389K - $402K
|
142K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.11K- 7.97% |
$394K - $408K
|
47.5K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 7.13% |
$395K - $409K
|
53.6K
$5.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 95.37% |
$403K - $417K
|
204
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.22K- 44.08% |
$404K - $418K
|
5.35K
$538K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.35K- 53.14% |
$417K - $431K
|
3.83K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.37K- 30.99% |
$418K - $433K
|
9.72K
$979K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$418K - $433K
|
0
$0
|