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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 3.15% |
$1.16M - $1.2M
|
371K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.2K- 12.85% |
$1.17M - $1.21M
|
82.6K
$8.31M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-12.3K- 75.47% |
$1.18M - $1.23M
|
4.01K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.8K- 12.0% |
$1.23M - $1.27M
|
94.1K
$9.47M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.1K- 46.99% |
$1.26M - $1.3M
|
14.8K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-13.2K- 10.38% |
$1.26M - $1.31M
|
114K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.68% |
$1.26M - $1.31M
|
771K
$77.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.8K- 59.27% |
$1.33M - $1.37M
|
9.52K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.76M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-14K- 17.44% |
$1.34M - $1.39M
|
66.2K
$6.67M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.1K- 11.86% |
$1.35M - $1.4M
|
105K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.3K- 12.14% |
$1.37M - $1.42M
|
104K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.4K- 88.88% |
$1.38M - $1.43M
|
1.8K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.5K- 61.45% |
$1.39M - $1.44M
|
9.1K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.6K- 6.69% |
$1.4M - $1.45M
|
203K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.8K- 1.67% |
$1.41M - $1.46M
|
870K
$87.5M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-14.9K- 85.75% |
$1.43M - $1.48M
|
2.48K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 36.09% |
$1.44M - $1.49M
|
26.6K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 2.92% |
$1.48M - $1.53M
|
512K
$51.6M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-15.4K- 43.23% |
$1.48M - $1.53M
|
20.3K
$2.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.6K- 5.07% |
$1.49M - $1.55M
|
292K
$29.4M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15.7K- 5.14% |
$1.5M - $1.55M
|
289K
$29.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.9K- 8.7% |
$1.53M - $1.58M
|
167K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.2K- 20.46% |
$1.55M - $1.61M
|
63K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-16.3K- 87.08% |
$1.56M - $1.62M
|
2.42K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-16.7K- 3.72% |
$1.6M - $1.65M
|
432K
$43.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.9K- 34.69% |
$1.62M - $1.68M
|
31.9K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17.1K- 2.16% |
$1.64M - $1.69M
|
773K
$77.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.1K- 21.18% |
$1.64M - $1.7M
|
63.7K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.2K- 1.73% |
$1.65M - $1.71M
|
975K
$98.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 9.61% |
$1.7M - $1.76M
|
167K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18K- 3.12% |
$1.72M - $1.78M
|
557K
$56.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18.1K- 6.76% |
$1.74M - $1.8M
|
250K
$25.2M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18.2K- 69.52% |
$1.74M - $1.8M
|
7.97K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 20.26% |
$1.79M - $1.85M
|
73.4K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-19K- 37.82% |
$1.82M - $1.89M
|
31.3K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-19.3K- 37.36% |
$1.85M - $1.92M
|
32.4K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-19.6K- 29.52% |
$1.88M - $1.94M
|
46.8K
$4.71M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-19.6K- 66.34% |
$1.88M - $1.94M
|
9.94K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.8K- 8.69% |
$1.89M - $1.96M
|
208K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19.8K- 8.48% |
$1.9M - $1.97M
|
214K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.6K- 39.75% |
$1.98M - $2.05M
|
31.3K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-20.8K- 55.66% |
$2M - $2.07M
|
16.6K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-21.9K- 24.63% |
$2.1M - $2.17M
|
66.9K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22.7K- 11.59% |
$2.17M - $2.25M
|
173K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-22.9K- 29.6% |
$2.19M - $2.27M
|
54.4K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.6K- 3.2% |
$2.26M - $2.34M
|
712K
$71.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.1K- 52.68% |
$2.31M - $2.4M
|
21.7K
$2.18M
|