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 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-9.9K- 6.92% |
$949K - $982K
|
133K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10K- 3.26% |
$959K - $993K
|
297K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10K- 60.02% |
$962K - $996K
|
6.69K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 39.72% |
$963K - $997K
|
15.2K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.1K- 9.49% |
$966K - $1M
|
96.1K
$9.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.2K- 3.81% |
$977K - $1.01M
|
257K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 41.51% |
$985K - $1.02M
|
14.5K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.6K- 6.45% |
$1.02M - $1.05M
|
154K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.6K- 6.56% |
$1.02M - $1.05M
|
151K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10.9K- 11.31% |
$1.04M - $1.08M
|
85.1K
$8.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11K- 6.0% |
$1.05M - $1.09M
|
172K
$16.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-11K- 10.07% |
$1.05M - $1.09M
|
98.2K
$9.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.1K- 2.73% |
$1.06M - $1.1M
|
396K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-11.2K- 84.32% |
$1.07M - $1.11M
|
2.08K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 56.52% |
$1.07M - $1.11M
|
8.6K
$844K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$125M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.4K- 38.59% |
$1.09M - $1.13M
|
18.1K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 19.92% |
$1.11M - $1.15M
|
46.4K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$79K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.6K- 42.17% |
$1.11M - $1.15M
|
15.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6K- 10.08% |
$1.12M - $1.16M
|
104K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-12.1K- 74.65% |
$1.16M - $1.2M
|
4.09K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.1K- 1.94% |
$1.16M - $1.2M
|
610K
$59.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.1K- 3.07% |
$1.16M - $1.2M
|
382K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 3.15% |
$1.16M - $1.2M
|
371K
$36.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.2K- 12.85% |
$1.17M - $1.21M
|
82.6K
$8.1M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-12.3K- 75.47% |
$1.18M - $1.23M
|
4.01K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.8K- 12.0% |
$1.23M - $1.27M
|
94.1K
$9.23M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.1K- 46.99% |
$1.26M - $1.3M
|
14.8K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-13.2K- 10.38% |
$1.26M - $1.31M
|
114K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.68% |
$1.26M - $1.31M
|
771K
$75.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.8K- 59.27% |
$1.33M - $1.37M
|
9.52K
$934K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-14K- 17.44% |
$1.34M - $1.39M
|
66.2K
$6.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.1K- 11.86% |
$1.35M - $1.4M
|
105K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.3K- 12.14% |
$1.37M - $1.42M
|
104K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.4K- 88.88% |
$1.38M - $1.43M
|
1.8K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.5K- 61.45% |
$1.39M - $1.44M
|
9.1K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.6K- 6.69% |
$1.4M - $1.45M
|
203K
$20M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.8K- 1.67% |
$1.41M - $1.46M
|
870K
$85.3M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-14.9K- 85.75% |
$1.43M - $1.48M
|
2.48K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 36.09% |
$1.44M - $1.49M
|
26.6K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 2.92% |
$1.48M - $1.53M
|
512K
$50.3M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-15.4K- 43.23% |
$1.48M - $1.53M
|
20.3K
$1.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.6K- 5.07% |
$1.49M - $1.55M
|
292K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15.7K- 5.14% |
$1.5M - $1.55M
|
289K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.9K- 8.7% |
$1.53M - $1.58M
|
167K
$16.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.2K- 20.46% |
$1.55M - $1.61M
|
63K
$6.18M
|