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 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
5.2K+ 4.95% |
$499K - $516K
|
110K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.2K+ 4.49% |
$498K - $516K
|
121K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.19K+ 2.75% |
$498K - $515K
|
194K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.19KNew |
$497K - $515K
|
5.19K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.15K+ 4.57% |
$493K - $511K
|
118K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
5.06K+ 7.49% |
$485K - $502K
|
72.5K
$7.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.02K+ 6.8% |
$481K - $498K
|
78.8K
$7.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.97K+ 8.79% |
$476K - $493K
|
61.4K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.95K+ 4.72% |
$474K - $491K
|
110K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.95K+ 14.19% |
$474K - $491K
|
39.8K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.88K+ 72.48% |
$467K - $484K
|
11.6K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
4.87KNew |
$466K - $483K
|
4.87K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.86K+ 41.63% |
$466K - $482K
|
16.5K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 93.44% |
$466K - $482K
|
10.1K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.85KNew |
$465K - $482K
|
4.85K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.85K+ 10.34% |
$465K - $481K
|
51.7K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.84K+ 1.06% |
$464K - $481K
|
462K
$45.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$464K - $480K
|
4.84K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.84K+ 0.61% |
$464K - $480K
|
804K
$78.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.74K+ 5.28% |
$454K - $470K
|
94.6K
$9.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.72K+ 5.97% |
$452K - $468K
|
83.7K
$8.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$450K - $466K
|
4.7K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 4.47% |
$450K - $466K
|
110K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.66K+ 30.03% |
$447K - $463K
|
20.2K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.62K+ 173.47% |
$442K - $458K
|
7.28K
$714K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.6K+ 8.58% |
$441K - $457K
|
58.2K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.6K+ 20.57% |
$441K - $457K
|
27K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
4.6K+ 3.38% |
$441K - $456K
|
141K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.6K+ 6.17% |
$441K - $456K
|
79.1K
$7.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.59K+ 23.17% |
$440K - $456K
|
24.4K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.56K+ 2.17% |
$437K - $453K
|
215K
$21M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.54K+ 116.26% |
$435K - $451K
|
8.45K
$829K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.51K+ 1.55% |
$432K - $448K
|
295K
$29M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.5K+ 1.71% |
$431K - $447K
|
267K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.49K+ 44.69% |
$430K - $446K
|
14.5K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.49K+ 6.75% |
$430K - $446K
|
70.9K
$6.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.44K+ 2.54% |
$426K - $441K
|
179K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.44KNew |
$426K - $441K
|
4.44K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.43K+ 3.38% |
$424K - $439K
|
135K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
4.34K+ 39.86% |
$416K - $431K
|
15.2K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.32KNew |
$414K - $429K
|
4.32K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.3K+ 1.01% |
$412K - $427K
|
429K
$42.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 255.72% |
$410K - $424K
|
5.94K
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.19KNew |
$401K - $416K
|
4.19K
$411K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.16K+ 5.1% |
$399K - $413K
|
85.7K
$8.41M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.15K+ 4.16% |
$398K - $412K
|
104K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 0.62% |
$397K - $411K
|
669K
$65.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.11K+ 77.8% |
$394K - $408K
|
9.4K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.09K+ 1.2% |
$392K - $405K
|
346K
$33.9M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.08KNew |
$391K - $405K
|
4.08K
$401K
|