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 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-5.29K- 4.66% |
$507K - $525K
|
108K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.42K- 8.87% |
$520K - $538K
|
55.7K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.54K- 45.74% |
$531K - $549K
|
6.57K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 9.39% |
$541K - $561K
|
54.5K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.7K- 4.49% |
$546K - $566K
|
121K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.72K- 29.56% |
$548K - $568K
|
13.6K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.74K- 10.95% |
$550K - $570K
|
46.7K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.8K- 7.46% |
$556K - $576K
|
72K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.91K- 6.28% |
$567K - $587K
|
88.2K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5.96K- 3.56% |
$571K - $591K
|
162K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.12K- 31.1% |
$587K - $607K
|
13.6K
$1.33M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6.15K- 12.26% |
$589K - $610K
|
44K
$4.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.31K- 47.94% |
$605K - $626K
|
6.85K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.34K- 8.28% |
$608K - $629K
|
70.2K
$6.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.5K- 61.34% |
$623K - $646K
|
4.1K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.64K- 6.63% |
$636K - $659K
|
93.5K
$9.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 4.74% |
$638K - $661K
|
134K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.67K- 24.41% |
$639K - $662K
|
20.6K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.78K- 45.35% |
$649K - $673K
|
8.16K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 4.11% |
$656K - $680K
|
160K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.01K- 8.25% |
$672K - $696K
|
78K
$7.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-7.14K- 55.54% |
$685K - $709K
|
5.72K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.25K- 76.78% |
$695K - $720K
|
2.19K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-7.34K- 9.16% |
$703K - $728K
|
72.7K
$7.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.41K- 52.86% |
$711K - $736K
|
6.61K
$649K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.57K- 55.95% |
$726K - $752K
|
5.96K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7.61K- 20.06% |
$729K - $755K
|
30.3K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.7K- 16.79% |
$738K - $764K
|
38.2K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.75K- 3.65% |
$743K - $770K
|
205K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-7.8K- 4.84% |
$747K - $774K
|
153K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.94K- 1.77% |
$761K - $788K
|
440K
$43.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.95K- 32.19% |
$762K - $789K
|
16.7K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.16K- 2.84% |
$782K - $810K
|
279K
$27.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.17K- 17.75% |
$783K - $811K
|
37.9K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.19K- 5.59% |
$785K - $813K
|
138K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-8.23K- 15.71% |
$789K - $817K
|
44.2K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.23K- 46.25% |
$789K - $817K
|
9.57K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.24K- 19.92% |
$790K - $818K
|
33.1K
$3.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8.35K- 16.46% |
$800K - $828K
|
42.4K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.44K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.37K- 13.8% |
$898K - $930K
|
58.5K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.4K- 3.29% |
$901K - $933K
|
277K
$27.1M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.66K- 24.96% |
$926K - $959K
|
29K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.68K- 70.94% |
$928K - $961K
|
3.97K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.71K- 13.05% |
$931K - $964K
|
64.7K
$6.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.79K- 1.88% |
$938K - $972K
|
510K
$50M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.86K- 9.63% |
$945K - $979K
|
92.5K
$9.08M
|