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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.37K- 33.84% |
$419K - $433K
|
8.54K
$860K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.4K- 9.27% |
$422K - $437K
|
43.1K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.42K- 27.14% |
$423K - $438K
|
11.9K
$1.19M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.42K- 11.12% |
$424K - $439K
|
35.3K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.43K- 97.77% |
$424K - $439K
|
101
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.46K- 41.17% |
$428K - $443K
|
6.38K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.59K- 44.47% |
$440K - $455K
|
5.73K
$577K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.6K- 10.42% |
$440K - $456K
|
39.5K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.62K- 46.23% |
$442K - $458K
|
5.37K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.63K- 34.45% |
$444K - $459K
|
8.81K
$887K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 65.88% |
$450K - $466K
|
2.43K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.72K- 52.33% |
$453K - $469K
|
4.3K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.76K- 9.62% |
$456K - $472K
|
44.7K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.78K- 43.58% |
$458K - $474K
|
6.19K
$623K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.8K- 3.01% |
$460K - $476K
|
154K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.83K- 19.88% |
$463K - $479K
|
19.4K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.94K- 2.23% |
$474K - $490K
|
217K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.95K- 13.49% |
$474K - $491K
|
31.7K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.03K- 0.51% |
$482K - $499K
|
981K
$98.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 5.8% |
$484K - $501K
|
82.1K
$8.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.14K- 6.27% |
$493K - $510K
|
76.8K
$7.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.24K- 70.34% |
$502K - $520K
|
2.21K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 46.26% |
$503K - $520K
|
6.09K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-5.29K- 4.66% |
$507K - $525K
|
108K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.42K- 8.87% |
$520K - $538K
|
55.7K
$5.61M
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-5.53K- 5.19% |
$530K - $549K
|
101K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.54K- 45.74% |
$531K - $549K
|
6.57K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 9.39% |
$541K - $561K
|
54.5K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.7K- 4.49% |
$546K - $566K
|
121K
$12.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.72K- 29.56% |
$548K - $568K
|
13.6K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.74K- 10.95% |
$550K - $570K
|
46.7K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.8K- 7.46% |
$556K - $576K
|
72K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.91K- 6.28% |
$567K - $587K
|
88.2K
$8.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5.96K- 3.56% |
$571K - $591K
|
162K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.12K- 31.1% |
$587K - $607K
|
13.6K
$1.37M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6.15K- 12.26% |
$589K - $610K
|
44K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.31K- 47.94% |
$605K - $626K
|
6.85K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.34K- 8.28% |
$608K - $629K
|
70.2K
$7.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.5K- 61.34% |
$623K - $646K
|
4.1K
$413K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.64K- 6.63% |
$636K - $659K
|
93.5K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 4.74% |
$638K - $661K
|
134K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.67K- 24.41% |
$639K - $662K
|
20.6K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.78K- 45.35% |
$649K - $673K
|
8.16K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 4.11% |
$656K - $680K
|
160K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.01K- 8.25% |
$672K - $696K
|
78K
$7.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-7.14K- 55.54% |
$685K - $709K
|
5.72K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.25K- 76.78% |
$695K - $720K
|
2.19K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-7.34K- 9.16% |
$703K - $728K
|
72.7K
$7.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.41K- 52.86% |
$711K - $736K
|
6.61K
$666K
|