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 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-36.9K- 8.85% |
$3.53M - $3.66M
|
380K
$37.3M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-37.4K- 17.95% |
$3.59M - $3.71M
|
171K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-37.9K- 22.55% |
$3.64M - $3.76M
|
130K
$12.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-38.4K- 12.93% |
$3.68M - $3.81M
|
259K
$25.4M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-39.7K- 71.68% |
$3.81M - $3.94M
|
15.7K
$1.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-40K- 13.92% |
$3.83M - $3.97M
|
247K
$24.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40.4K- 2.49% |
$3.88M - $4.01M
|
1.58M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41.2K- 3.29% |
$3.95M - $4.09M
|
1.21M
$119M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-42.9K- 89.44% |
$4.11M - $4.26M
|
5.07K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.3K- 13.49% |
$4.15M - $4.3M
|
278K
$27.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-44.5K- 39.51% |
$4.26M - $4.41M
|
68.1K
$6.68M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45.3K- 17.5% |
$4.34M - $4.49M
|
214K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 7.79% |
$4.42M - $4.58M
|
546K
$53.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-46.8K- 86.45% |
$4.49M - $4.65M
|
7.34K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-47.6K- 13.9% |
$4.57M - $4.73M
|
295K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-47.9K- 10.74% |
$4.59M - $4.75M
|
398K
$39M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-49.8K- 44.47% |
$4.77M - $4.94M
|
62.2K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.6K- 29.89% |
$4.85M - $5.02M
|
119K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.3K- 37.78% |
$4.92M - $5.09M
|
84.5K
$8.28M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-54.2K- 46.26% |
$5.19M - $5.38M
|
62.9K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-54.5K- 4.03% |
$5.22M - $5.41M
|
1.3M
$127M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-54.7K- 17.91% |
$5.24M - $5.42M
|
250K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-55.4K- 86.41% |
$5.31M - $5.5M
|
8.71K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-56.9K- 29.09% |
$5.46M - $5.65M
|
139K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-57.7K- 43.62% |
$5.53M - $5.72M
|
74.5K
$7.31M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-58.2K- 64.83% |
$5.58M - $5.78M
|
31.6K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-58.9K- 12.37% |
$5.65M - $5.85M
|
418K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-59.5K- 15.99% |
$5.7M - $5.91M
|
313K
$30.7M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-60.8K- 57.62% |
$5.82M - $6.03M
|
44.7K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.7K- 91.2% |
$6.01M - $6.22M
|
6.05K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-65.1K- 91.09% |
$6.24M - $6.46M
|
6.37K
$625K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.2K- 69.29% |
$6.25M - $6.47M
|
28.9K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-68.9K- 36.47% |
$6.61M - $6.84M
|
120K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-69.3K- 63.46% |
$6.64M - $6.87M
|
39.9K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-69.9K- 15.61% |
$6.7M - $6.94M
|
378K
$37.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-70K- 67.79% |
$6.71M - $6.95M
|
33.3K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-75.1K- 18.22% |
$7.2M - $7.45M
|
337K
$33.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.9K- 94.98% |
$7.27M - $7.53M
|
4.01K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$59.3M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-76.3K- 9.08% |
$7.32M - $7.58M
|
764K
$75M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 22.75% |
$7.51M - $7.77M
|
266K
$26.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.5K- 4.39% |
$7.52M - $7.79M
|
1.71M
$168M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$78.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80.5K- 80.7% |
$7.71M - $7.99M
|
19.3K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 10.23% |
$8.37M - $8.66M
|
766K
$75.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87.3K- 20.79% |
$8.37M - $8.67M
|
333K
$32.6M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-89.4K- 84.15% |
$8.57M - $8.87M
|
16.8K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-90.7K- 75.58% |
$8.7M - $9M
|
29.3K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-92.7K- 9.2% |
$8.89M - $9.2M
|
915K
$89.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95.6K- 17.72% |
$9.16M - $9.49M
|
444K
$43.5M
|