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 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
41K+ 12.19% |
$3.93M - $4.07M
|
378K
$37M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.3K+ 2.66% |
$3.86M - $4M
|
1.55M
$152M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
40.1K+ 20.96% |
$3.84M - $3.98M
|
231K
$22.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.6K+ 10.39% |
$3.79M - $3.93M
|
420K
$41.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
38.5K+ 6.43% |
$3.69M - $3.82M
|
638K
$62.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38.2K+ 29.48% |
$3.66M - $3.79M
|
168K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37.7K+ 14.55% |
$3.62M - $3.75M
|
297K
$29.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36.7K+ 99.06% |
$3.52M - $3.64M
|
73.7K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
36.6K+ 4.17% |
$3.51M - $3.63M
|
915K
$89.7M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
36.1K+ 354.47% |
$3.46M - $3.58M
|
46.2K
$4.54M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36K+ 408.97% |
$3.45M - $3.57M
|
44.8K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
35.8KNew |
$3.44M - $3.56M
|
35.8K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.7K+ 18.53% |
$3.42M - $3.54M
|
228K
$22.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
35K+ 24.94% |
$3.36M - $3.48M
|
175K
$17.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
34.9K+ 6.75% |
$3.34M - $3.46M
|
551K
$54.1M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
34.8K+ 744.57% |
$3.34M - $3.46M
|
39.5K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
34.8KNew |
$3.33M - $3.45M
|
34.8K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
34.6KNew |
$3.32M - $3.44M
|
34.6K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
34K+ 735.41% |
$3.26M - $3.37M
|
38.6K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
33.5K+ 22.12% |
$3.21M - $3.32M
|
185K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 124.55% |
$3.18M - $3.29M
|
59.8K
$5.87M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
33K+ 15.96% |
$3.17M - $3.28M
|
240K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
32.9K+ 16.72% |
$3.16M - $3.27M
|
230K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.6K+ 10.41% |
$3.13M - $3.24M
|
346K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
32.4K+ 5.14% |
$3.11M - $3.22M
|
663K
$65M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31.9K+ 132.37% |
$3.06M - $3.17M
|
56K
$5.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31.8K+ 261.2% |
$3.05M - $3.16M
|
44K
$4.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31.8K+ 56.63% |
$3.05M - $3.15M
|
87.9K
$8.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
31.3K+ 7.06% |
$3M - $3.11M
|
475K
$46.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.1K+ 84.69% |
$2.98M - $3.09M
|
67.8K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.9K+ 4.86% |
$2.96M - $3.07M
|
667K
$65.4M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 2.25% |
$2.93M - $3.03M
|
1.39M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.5K+ 1.32% |
$2.92M - $3.03M
|
2.35M
$230M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30.4K+ 73.94% |
$2.92M - $3.02M
|
71.6K
$7.02M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$2.88M - $2.98M
|
30K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29.5K+ 10.52% |
$2.83M - $2.93M
|
310K
$30.4M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
29.4K+ 116.85% |
$2.82M - $2.92M
|
54.6K
$5.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29.2K+ 55.67% |
$2.79M - $2.89M
|
81.5K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1K+ 356.42% |
$2.79M - $2.89M
|
37.3K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
28.9K+ 40.34% |
$2.77M - $2.87M
|
101K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8K+ 4.08% |
$2.76M - $2.86M
|
735K
$72.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 10.95% |
$2.75M - $2.85M
|
291K
$28.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28.7K+ 14.3% |
$2.75M - $2.85M
|
229K
$22.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.9K+ 42.51% |
$2.68M - $2.77M
|
93.7K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.6K+ 3.8% |
$2.65M - $2.74M
|
755K
$74M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.4K+ 2.69% |
$2.62M - $2.72M
|
1.05M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 7.8% |
$2.54M - $2.63M
|
367K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
26.3K+ 157.14% |
$2.53M - $2.61M
|
43.1K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.8K+ 24.75% |
$2.47M - $2.56M
|
130K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 14.13% |
$2.46M - $2.55M
|
208K
$20.4M
|