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
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.4K+ 22.69% |
$1M - $1.04M
|
56.4K
$5.53M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.4K+ 0.35% |
$997K - $1.03M
|
2.95M
$289M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 3.15% |
$992K - $1.03M
|
339K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$983K - $1.02M
|
10.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.2K+ 203220.0% |
$974K - $1.01M
|
10.2K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 4.91% |
$970K - $1M
|
216K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 322.01% |
$964K - $998K
|
13.2K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10K+ 42.7% |
$961K - $995K
|
33.5K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
9.93K+ 9.69% |
$952K - $986K
|
112K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$958K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.71K+ 9.56% |
$931K - $964K
|
111K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.6K+ 0.2% |
$920K - $953K
|
4.72M
$463M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
9.43K+ 13.23% |
$904K - $936K
|
80.7K
$7.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 0.9% |
$903K - $935K
|
1.05M
$103M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.27K+ 14.0% |
$889K - $920K
|
75.5K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
9.2K+ 3.03% |
$882K - $913K
|
313K
$30.7M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.18K+ 4.85% |
$880K - $911K
|
198K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.13K+ 2.25% |
$875K - $906K
|
414K
$40.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.12K+ 9.23% |
$874K - $905K
|
108K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9KNew |
$863K - $893K
|
9K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 17.21% |
$851K - $881K
|
60.4K
$5.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.86K+ 16.93% |
$850K - $880K
|
61.2K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.81K+ 53.95% |
$845K - $874K
|
25.1K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.76K+ 9.32% |
$839K - $869K
|
103K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.65K+ 15.66% |
$829K - $858K
|
63.9K
$6.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.51KNew |
$815K - $844K
|
8.51K
$835K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5K+ 100.0% |
$815K - $844K
|
17K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.43K+ 7.6% |
$808K - $837K
|
119K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.26K+ 271.43% |
$791K - $820K
|
11.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.23K+ 17.21% |
$789K - $817K
|
56.1K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 19.12% |
$789K - $817K
|
51.3K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.2KNew |
$786K - $814K
|
8.2K
$804K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
8.07K+ 2.96% |
$774K - $801K
|
281K
$27.6M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.83K+ 6.54% |
$750K - $777K
|
127K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.72KNew |
$740K - $766K
|
7.72K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.65K+ 7.15% |
$733K - $759K
|
115K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.63K+ 20.68% |
$732K - $758K
|
44.5K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.59K+ 28.03% |
$728K - $753K
|
34.7K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.5K+ 11.02% |
$719K - $744K
|
75.5K
$7.41M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.49K+ 17.63% |
$718K - $744K
|
50K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.47K+ 0.24% |
$716K - $741K
|
3.08M
$303M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.4K+ 148.0% |
$709K - $734K
|
12.4K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.31K+ 47.76% |
$700K - $725K
|
22.6K
$2.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
7.07K+ 6.55% |
$678K - $702K
|
115K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.07KNew |
$678K - $702K
|
7.07K
$694K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
7.05K+ 1.37% |
$676K - $700K
|
521K
$51.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.95K+ 5.29% |
$666K - $689K
|
138K
$13.6M
|