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 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-231K- 45.86% |
$22.1M - $22.9M
|
272K
$27.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-233K- 85.21% |
$22.3M - $23.1M
|
40.5K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-247K- 50.0% |
$23.7M - $24.5M
|
247K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247KClosed |
$23.7M - $24.5M
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-258K- 42.44% |
$24.8M - $25.6M
|
351K
$35.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-271K- 98.24% |
$26M - $26.9M
|
4.88K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-282K- 38.67% |
$27.1M - $28M
|
448K
$45.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-300K- 6.74% |
$28.8M - $29.8M
|
4.15M
$418M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-319K- 59.0% |
$30.6M - $31.6M
|
222K
$22.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-338K- 34.63% |
$32.4M - $33.5M
|
638K
$64.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-358K- 34.54% |
$34.4M - $35.6M
|
680K
$68.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-412K- 5.8% |
$39.5M - $40.9M
|
6.7M
$674M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-431K- 17.61% |
$41.3M - $42.8M
|
2.02M
$203M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-457K- 15.51% |
$43.8M - $45.4M
|
2.49M
$251M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-496K- 90.05% |
$47.6M - $49.3M
|
54.9K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-506K- 8.73% |
$48.5M - $50.2M
|
5.29M
$533M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-577K- 71.12% |
$55.3M - $57.2M
|
234K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-582K- 5.6% |
$55.8M - $57.7M
|
9.81M
$987M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-725K- 6.5% |
$69.5M - $71.9M
|
10.4M
$1.05B
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-810K- 84.38% |
$77.6M - $80.3M
|
150K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-899K- 6.35% |
$86.2M - $89.2M
|
13.3M
$1.33B
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-986K- 3.86% |
$94.5M - $97.8M
|
24.5M
$2.47B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.06M- 46.93% |
$102M - $105M
|
1.2M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2M- 3.69% |
$115M - $120M
|
31.4M
$3.16B
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.42M- 99.99% |
$136M - $141M
|
89
$8.96K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.05% |
$170M - $176M
|
42M
$4.23B
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.72M- 35.97% |
$260M - $270M
|
4.84M
$487M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.11M- 6.02% |
$298M - $309M
|
48.5M
$4.88B
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.28M- 22.39% |
$411M - $425M
|
14.8M
$1.49B
|