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 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-16.3K- 87.08% |
$1.56M - $1.62M
|
2.42K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-16.7K- 3.72% |
$1.6M - $1.65M
|
432K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.9K- 34.69% |
$1.62M - $1.68M
|
31.9K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17.1K- 2.16% |
$1.64M - $1.69M
|
773K
$75.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.1K- 21.18% |
$1.64M - $1.7M
|
63.7K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.2K- 1.73% |
$1.65M - $1.71M
|
975K
$95.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 9.61% |
$1.7M - $1.76M
|
167K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18K- 3.12% |
$1.72M - $1.78M
|
557K
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18.1K- 6.76% |
$1.74M - $1.8M
|
250K
$24.5M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18.2K- 69.52% |
$1.74M - $1.8M
|
7.97K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 20.26% |
$1.79M - $1.85M
|
73.4K
$7.2M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-19K- 37.82% |
$1.82M - $1.89M
|
31.3K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-19.3K- 37.36% |
$1.85M - $1.92M
|
32.4K
$3.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-19.6K- 29.52% |
$1.88M - $1.94M
|
46.8K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-19.6K- 66.34% |
$1.88M - $1.94M
|
9.94K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.8K- 8.69% |
$1.89M - $1.96M
|
208K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19.8K- 8.48% |
$1.9M - $1.97M
|
214K
$21M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.6K- 39.75% |
$1.98M - $2.05M
|
31.3K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-20.8K- 55.66% |
$2M - $2.07M
|
16.6K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-21.9K- 24.63% |
$2.1M - $2.17M
|
66.9K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22.7K- 11.59% |
$2.17M - $2.25M
|
173K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-22.9K- 29.6% |
$2.19M - $2.27M
|
54.4K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.6K- 3.2% |
$2.26M - $2.34M
|
712K
$69.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.1K- 52.68% |
$2.31M - $2.4M
|
21.7K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-25.1K- 2.08% |
$2.41M - $2.49M
|
1.18M
$116M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.3K- 2.38% |
$2.42M - $2.51M
|
1.04M
$102M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-25.3K- 25.77% |
$2.43M - $2.51M
|
72.9K
$7.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-25.4K- 37.29% |
$2.43M - $2.52M
|
42.7K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 29.04% |
$2.47M - $2.56M
|
63K
$6.18M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25.9K- 32.48% |
$2.49M - $2.58M
|
53.9K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-27.8K- 15.32% |
$2.67M - $2.76M
|
154K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27.9K- 7.14% |
$2.68M - $2.77M
|
363K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-28K- 4.25% |
$2.69M - $2.78M
|
632K
$62M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-28.7K- 64.82% |
$2.75M - $2.85M
|
15.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-30.7K- 1.19% |
$2.94M - $3.05M
|
2.55M
$250M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-30.8K- 60.86% |
$2.95M - $3.05M
|
19.8K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.9K- 7.15% |
$2.96M - $3.07M
|
401K
$39.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31.2K- 69.9% |
$2.99M - $3.1M
|
13.4K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.3K- 27.93% |
$3M - $3.11M
|
80.8K
$7.92M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-31.8K- 14.08% |
$3.05M - $3.15M
|
194K
$19M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.8K- 4.58% |
$3.05M - $3.15M
|
663K
$65M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-32K- 4.56% |
$3.07M - $3.18M
|
671K
$65.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-32.1K- 43.65% |
$3.08M - $3.19M
|
41.5K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-32.2K- 22.05% |
$3.09M - $3.2M
|
114K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-32.5K- 11.32% |
$3.11M - $3.22M
|
254K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.6K- 3.98% |
$3.12M - $3.23M
|
786K
$77.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-32.9K- 59.57% |
$3.15M - $3.27M
|
22.3K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.3K- 7.75% |
$3.19M - $3.31M
|
397K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.6K- 54.38% |
$3.32M - $3.44M
|
29.1K
$2.85M
|