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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 7.8% |
$2.54M - $2.63M
|
367K
$36.9M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
26.3K+ 157.14% |
$2.53M - $2.61M
|
43.1K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.8K+ 24.75% |
$2.47M - $2.56M
|
130K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 14.13% |
$2.46M - $2.55M
|
208K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
25.7K+ 8.03% |
$2.46M - $2.55M
|
346K
$34.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
25.2K+ 1.98% |
$2.41M - $2.5M
|
1.3M
$131M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24.8K+ 7.28% |
$2.38M - $2.46M
|
365K
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 57.01% |
$2.37M - $2.45M
|
68K
$6.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
24.6K+ 3.82% |
$2.35M - $2.44M
|
668K
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.5KNew |
$2.34M - $2.43M
|
24.5K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.8% |
$2.31M - $2.39M
|
378K
$38.1M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24K+ 75.92% |
$2.3M - $2.39M
|
55.7K
$5.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.5K+ 177.19% |
$2.25M - $2.33M
|
36.7K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23.3K+ 11.96% |
$2.23M - $2.31M
|
218K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23.3K+ 6.37% |
$2.23M - $2.31M
|
389K
$39.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
22.8KNew |
$2.19M - $2.27M
|
22.8K
$2.3M
|
|
|
Oct 29, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
22.8KNew |
$2.18M - $2.26M
|
22.8K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22.7K+ 5.96% |
$2.17M - $2.25M
|
403K
$40.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 4.02% |
$2.17M - $2.25M
|
586K
$59M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
22.6K+ 1.12% |
$2.17M - $2.24M
|
2.04M
$206M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.6KNew |
$2.17M - $2.24M
|
22.6K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.6K+ 132841.19% |
$2.16M - $2.24M
|
22.6K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.6K+ 37.66% |
$2.16M - $2.24M
|
82.5K
$8.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.4K+ 5.91% |
$2.15M - $2.22M
|
401K
$40.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22.3K+ 3.89% |
$2.14M - $2.22M
|
597K
$60.1M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
22.2K+ 4.92% |
$2.13M - $2.2M
|
474K
$47.7M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
22.1K+ 15.34% |
$2.12M - $2.19M
|
166K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
22K+ 9.29% |
$2.11M - $2.18M
|
259K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22K+ 8.94% |
$2.1M - $2.18M
|
267K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
21.6K+ 11.64% |
$2.07M - $2.14M
|
207K
$20.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21.5K+ 219.83% |
$2.06M - $2.14M
|
31.3K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.1K+ 13.66% |
$2.02M - $2.1M
|
176K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21K+ 6.9% |
$2.01M - $2.09M
|
326K
$32.8M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 9.24% |
$1.99M - $2.06M
|
245K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 8.26% |
$1.96M - $2.03M
|
268K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 25.37% |
$1.96M - $2.03M
|
101K
$10.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.1K+ 630.09% |
$1.93M - $2M
|
23.3K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 28.92% |
$1.92M - $1.99M
|
89.2K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
19.4K+ 17.3% |
$1.86M - $1.92M
|
131K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 46.45% |
$1.85M - $1.92M
|
61K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 2.31% |
$1.85M - $1.91M
|
855K
$86M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19.2K+ 6046.23% |
$1.84M - $1.91M
|
19.5K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.4K+ 4.65% |
$1.77M - $1.83M
|
415K
$41.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
18.3K+ 5.88% |
$1.76M - $1.82M
|
330K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18.3K+ 60.93% |
$1.76M - $1.82M
|
48.4K
$4.87M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18.3K+ 60.93% |
$1.76M - $1.82M
|
48.4K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18.2K+ 24.27% |
$1.74M - $1.81M
|
93.1K
$9.38M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 1.97% |
$1.71M - $1.78M
|
927K
$93.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 7.85% |
$1.7M - $1.76M
|
244K
$24.6M
|