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 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17K+ 5.19% |
$1.63M - $1.69M
|
344K
$33.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9K+ 0.05% |
$1.62M - $1.67M
|
34.1M
$3.34B
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
16.8K+ 10.69% |
$1.61M - $1.66M
|
174K
$17M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.6K+ 239.5% |
$1.59M - $1.65M
|
23.5K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.5K+ 6.91% |
$1.58M - $1.64M
|
256K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.4K+ 28.26% |
$1.57M - $1.63M
|
74.5K
$7.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 93.15% |
$1.54M - $1.6M
|
33.3K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 11.82% |
$1.54M - $1.59M
|
152K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.9KNew |
$1.52M - $1.58M
|
15.9K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.8K+ 16.66% |
$1.52M - $1.57M
|
111K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.4K+ 6.99% |
$1.48M - $1.53M
|
236K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
15.2K+ 6.81% |
$1.46M - $1.51M
|
239K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
15.2K+ 33.34% |
$1.46M - $1.51M
|
60.9K
$5.97M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 12.91% |
$1.45M - $1.5M
|
132K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
14.9K+ 11.76% |
$1.43M - $1.48M
|
142K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.9K+ 38.27% |
$1.43M - $1.48M
|
53.8K
$5.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
14.6K+ 41.14% |
$1.4M - $1.45M
|
50.3K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 17.03% |
$1.39M - $1.44M
|
99.8K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.5K+ 305.36% |
$1.39M - $1.44M
|
19.2K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4K+ 45.07% |
$1.38M - $1.43M
|
46.4K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 9.47% |
$1.37M - $1.42M
|
165K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
14K+ 23.8% |
$1.35M - $1.39M
|
73K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
13.7K+ 728.24% |
$1.32M - $1.36M
|
15.6K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.3M - $1.35M
|
13.6K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 1.98% |
$1.3M - $1.35M
|
701K
$68.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.5K+ 14.73% |
$1.3M - $1.34M
|
105K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.4K+ 19.55% |
$1.28M - $1.33M
|
81.9K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13.4KNew |
$1.28M - $1.33M
|
13.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.3K+ 15.16% |
$1.27M - $1.32M
|
101K
$9.87M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13.2K+ 41.41% |
$1.27M - $1.31M
|
45.2K
$4.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12.8K+ 140.26% |
$1.23M - $1.27M
|
22K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
12.6K+ 31.59% |
$1.21M - $1.25M
|
52.6K
$5.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5K+ 8.32% |
$1.2M - $1.24M
|
163K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.24M
|
12.5K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.3K+ 29.84% |
$1.18M - $1.22M
|
53.6K
$5.25M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.2K+ 12.45% |
$1.17M - $1.21M
|
111K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.2K+ 8.53% |
$1.17M - $1.21M
|
155K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 227.99% |
$1.16M - $1.2M
|
17.4K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.14M - $1.18M
|
11.9K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 5.09% |
$1.09M - $1.13M
|
235K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 222.6% |
$1.09M - $1.13M
|
16.4K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.3KNew |
$1.09M - $1.12M
|
11.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11K+ 6.93% |
$1.06M - $1.1M
|
170K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.06M - $1.1M
|
11K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11K+ 31.15% |
$1.05M - $1.09M
|
46.2K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
10.9K+ 15.05% |
$1.05M - $1.08M
|
83.4K
$8.18M
|
|
|
Apr 17, 2025
Q1 2025
|
P/E Global LLC
|
BUY
|
- |
10.8K+ 2.34% |
$1.04M - $1.07M
|
474K
$46.5M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 65.49% |
$1.02M - $1.06M
|
26.9K
$2.64M
|