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 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.57K- 55.95% |
$726K - $752K
|
5.96K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7.61K- 20.06% |
$729K - $755K
|
30.3K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.7K- 16.79% |
$738K - $764K
|
38.2K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.75K- 3.65% |
$743K - $770K
|
205K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-7.8K- 4.84% |
$747K - $774K
|
153K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.94K- 1.77% |
$761K - $788K
|
440K
$44.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.95K- 32.19% |
$762K - $789K
|
16.7K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.16K- 2.84% |
$782K - $810K
|
279K
$28.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.17K- 17.75% |
$783K - $811K
|
37.9K
$3.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.19K- 5.59% |
$785K - $813K
|
138K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-8.23K- 15.71% |
$789K - $817K
|
44.2K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.23K- 46.25% |
$789K - $817K
|
9.57K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.24K- 19.92% |
$790K - $818K
|
33.1K
$3.33M
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.3K- 26.0% |
$795K - $823K
|
23.6K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8.35K- 16.46% |
$800K - $828K
|
42.4K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.66K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.37K- 13.8% |
$898K - $930K
|
58.5K
$5.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.4K- 3.29% |
$901K - $933K
|
277K
$27.9M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.66K- 24.96% |
$926K - $959K
|
29K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.68K- 70.94% |
$928K - $961K
|
3.97K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.71K- 13.05% |
$931K - $964K
|
64.7K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.79K- 1.88% |
$938K - $972K
|
510K
$51.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.86K- 9.63% |
$945K - $979K
|
92.5K
$9.32M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-9.9K- 6.92% |
$949K - $982K
|
133K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10K- 3.26% |
$959K - $993K
|
297K
$29.9M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10K- 60.02% |
$962K - $996K
|
6.69K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 39.72% |
$963K - $997K
|
15.2K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.1K- 9.49% |
$966K - $1M
|
96.1K
$9.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.2K- 3.81% |
$977K - $1.01M
|
257K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 41.51% |
$985K - $1.02M
|
14.5K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.6K- 6.45% |
$1.02M - $1.05M
|
154K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.6K- 6.56% |
$1.02M - $1.05M
|
151K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10.9K- 11.31% |
$1.04M - $1.08M
|
85.1K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11K- 6.0% |
$1.05M - $1.09M
|
172K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-11K- 10.07% |
$1.05M - $1.09M
|
98.2K
$9.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.1K- 2.73% |
$1.06M - $1.1M
|
396K
$39.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-11.2K- 84.32% |
$1.07M - $1.11M
|
2.08K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 56.52% |
$1.07M - $1.11M
|
8.6K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$128M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.4K- 38.59% |
$1.09M - $1.13M
|
18.1K
$1.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 19.92% |
$1.11M - $1.15M
|
46.4K
$4.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$81K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.6K- 42.17% |
$1.11M - $1.15M
|
15.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6K- 10.08% |
$1.12M - $1.16M
|
104K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$18M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-12.1K- 74.65% |
$1.16M - $1.2M
|
4.09K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.1K- 1.94% |
$1.16M - $1.2M
|
610K
$61.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.1K- 3.07% |
$1.16M - $1.2M
|
382K
$38.4M
|