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 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
74.8KNew |
$7.17M - $7.42M
|
74.8K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
72.8K+ 10.3% |
$6.98M - $7.23M
|
780K
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
72.7K+ 145.12% |
$6.97M - $7.22M
|
123K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
71.9K+ 96.15% |
$6.89M - $7.13M
|
147K
$14.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.7K+ 15.12% |
$6.88M - $7.12M
|
546K
$53.6M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
71.6K+ 16.61% |
$6.86M - $7.1M
|
502K
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
71K+ 5.16% |
$6.8M - $7.04M
|
1.45M
$142M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70.9K+ 6.6% |
$6.79M - $7.04M
|
1.14M
$112M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 2.33% |
$6.75M - $6.99M
|
3.09M
$303M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
67.8K+ 32.48% |
$6.5M - $6.73M
|
276K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
67K+ 341.73% |
$6.42M - $6.65M
|
86.6K
$8.49M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
66.3K+ 39.59% |
$6.36M - $6.58M
|
234K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65.1K+ 57.15% |
$6.24M - $6.47M
|
179K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
62.5KNew |
$5.99M - $6.21M
|
62.5K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.4K+ 33.76% |
$5.98M - $6.19M
|
247K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
62.2KNew |
$5.96M - $6.17M
|
62.2K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 281.74% |
$5.93M - $6.15M
|
83.9K
$8.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 1774.41% |
$5.88M - $6.09M
|
64.8K
$6.36M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
61KNew |
$5.84M - $6.05M
|
61K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.7K+ 0.97% |
$5.82M - $6.03M
|
6.33M
$621M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
60.7KNew |
$5.82M - $6.02M
|
60.7K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
59.4K+ 18.33% |
$5.7M - $5.9M
|
384K
$37.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
58.1K+ 97.01% |
$5.56M - $5.76M
|
118K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
57.6K+ 10.46% |
$5.52M - $5.72M
|
609K
$59.7M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
56.8K+ 18.53% |
$5.44M - $5.63M
|
363K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
55.1K+ 1.05% |
$5.28M - $5.47M
|
5.32M
$522M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
54.4K+ 922.57% |
$5.21M - $5.4M
|
60.3K
$5.91M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$61.9M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
52.4KNew |
$5.03M - $5.2M
|
52.4K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
52.4K+ 4.47% |
$5.02M - $5.2M
|
1.23M
$120M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52.2K+ 5.39% |
$5M - $5.18M
|
1.02M
$100M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51.9KNew |
$4.97M - $5.15M
|
51.9K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.5K+ 2.63% |
$4.94M - $5.12M
|
2.01M
$198M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50.4K+ 221.95% |
$4.84M - $5.01M
|
73.2K
$7.18M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.9KNew |
$4.78M - $4.95M
|
49.9K
$4.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48.2K+ 13.15% |
$4.62M - $4.79M
|
415K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.4K+ 29.49% |
$4.54M - $4.7M
|
208K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47.3K+ 12.28% |
$4.53M - $4.69M
|
433K
$42.4M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
46.8K+ 145.1% |
$4.49M - $4.65M
|
79.1K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
45.9K+ 12.06% |
$4.4M - $4.55M
|
427K
$41.8M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
45K+ 23.46% |
$4.32M - $4.47M
|
237K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
43.8K+ 141.6% |
$4.2M - $4.35M
|
74.8K
$7.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43.5K+ 2.68% |
$4.17M - $4.32M
|
1.67M
$164M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
43.3K+ 7.03% |
$4.15M - $4.29M
|
658K
$64.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
42.8K+ 3.39% |
$4.1M - $4.25M
|
1.31M
$128M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.2K+ 12.64% |
$4.05M - $4.19M
|
376K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
42K+ 50.54% |
$4.03M - $4.17M
|
125K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
42K+ 39.56% |
$4.03M - $4.17M
|
148K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41.3K+ 7.69% |
$3.96M - $4.1M
|
578K
$56.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.2M
|