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
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-58.2K- 64.83% |
$5.58M - $5.78M
|
31.6K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-58.9K- 12.37% |
$5.65M - $5.85M
|
418K
$42M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-59.5K- 15.99% |
$5.7M - $5.91M
|
313K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-60.8K- 57.62% |
$5.82M - $6.03M
|
44.7K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.7K- 91.2% |
$6.01M - $6.22M
|
6.05K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-65.1K- 91.09% |
$6.24M - $6.46M
|
6.37K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.2K- 69.29% |
$6.25M - $6.47M
|
28.9K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-68.9K- 36.47% |
$6.61M - $6.84M
|
120K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-69.3K- 63.46% |
$6.64M - $6.87M
|
39.9K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-69.9K- 15.61% |
$6.7M - $6.94M
|
378K
$38M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-70K- 67.79% |
$6.71M - $6.95M
|
33.3K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-75.1K- 18.22% |
$7.2M - $7.45M
|
337K
$33.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.9K- 94.98% |
$7.27M - $7.53M
|
4.01K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$60.8M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-76.3K- 9.08% |
$7.32M - $7.58M
|
764K
$76.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 22.75% |
$7.51M - $7.77M
|
266K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.5K- 4.39% |
$7.52M - $7.79M
|
1.71M
$172M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$80.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80.5K- 80.7% |
$7.71M - $7.99M
|
19.3K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 10.23% |
$8.37M - $8.66M
|
766K
$77.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87.3K- 20.79% |
$8.37M - $8.67M
|
333K
$33.5M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-89.4K- 84.15% |
$8.57M - $8.87M
|
16.8K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-90.7K- 75.58% |
$8.7M - $9M
|
29.3K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-92.7K- 9.2% |
$8.89M - $9.2M
|
915K
$92.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95.6K- 17.72% |
$9.16M - $9.49M
|
444K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102K- 31.54% |
$9.81M - $10.2M
|
222K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-105K- 31.64% |
$10M - $10.4M
|
226K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-105K- 72.56% |
$10.1M - $10.4M
|
39.7K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-108K- 65.34% |
$10.4M - $10.7M
|
57.3K
$5.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-111K- 52.1% |
$10.6M - $11M
|
102K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 1.27% |
$10.8M - $11.2M
|
8.77M
$883M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116K- 90.42% |
$11.2M - $11.6M
|
12.3K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-119K- 35.27% |
$11.4M - $11.8M
|
219K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 2.42% |
$12.1M - $12.5M
|
5.08M
$511M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-128K- 29.95% |
$12.3M - $12.7M
|
299K
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-140K- 34.86% |
$13.4M - $13.9M
|
262K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-141K- 50.64% |
$13.5M - $14M
|
137K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-141K- 98.37% |
$13.5M - $14M
|
2.33K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-143K- 95.31% |
$13.7M - $14.2M
|
7.04K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147K- 35.57% |
$14.1M - $14.6M
|
266K
$26.8M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-151K- 3.32% |
$14.5M - $15M
|
4.41M
$444M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160K- 11.99% |
$15.4M - $15.9M
|
1.18M
$118M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-164K- 4.54% |
$15.7M - $16.3M
|
3.45M
$348M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-175K- 1.36% |
$16.8M - $17.4M
|
12.7M
$1.28B
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-200K- 29.01% |
$19.1M - $19.8M
|
489K
$49.2M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-201K- 45.25% |
$19.2M - $19.9M
|
243K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-202K- 23.5% |
$19.4M - $20.1M
|
658K
$66.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-203K- 56.73% |
$19.4M - $20.1M
|
154K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-209K- 83.61% |
$20M - $20.7M
|
40.9K
$4.12M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-212K- 37.17% |
$20.3M - $21M
|
358K
$36M
|