Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9MNew |
$7.53B - $7.88B
|
77.9M
$7.69B
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.5MNew |
$2.47B - $2.58B
|
25.5M
$2.52B
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
14.2MNew |
$1.37B - $1.43B
|
14.2M
$1.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.22M+ 75.4% |
$795M - $833M
|
19.1M
$1.89B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.46M+ 6.14% |
$721M - $756M
|
129M
$12.7B
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
5.22M+ 64.24% |
$504M - $528M
|
13.3M
$1.32B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.45M+ 15.8% |
$430M - $451M
|
32.6M
$3.22B
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
4.45MNew |
$430M - $450M
|
4.45M
$440M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.43M+ 2980.07% |
$428M - $448M
|
4.58M
$452M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.94M+ 9.91% |
$381M - $399M
|
43.8M
$4.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.01M+ 5.92% |
$291M - $304M
|
53.8M
$5.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72M+ 5.56% |
$263M - $275M
|
51.6M
$5.1B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.67M+ 10269.37% |
$161M - $169M
|
1.69M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$163M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 16.73% |
$128M - $134M
|
9.27M
$916M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.13M+ 6.02% |
$109M - $114M
|
19.9M
$1.97B
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
979K+ 20.12% |
$94.6M - $99.1M
|
5.85M
$578M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920K+ 9.68% |
$88.9M - $93.2M
|
10.4M
$1.03B
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
910K+ 64.54% |
$87.9M - $92.1M
|
2.32M
$229M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
882K+ 3.92% |
$85.3M - $89.3M
|
23.4M
$2.31B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
871K+ 13.04% |
$84.2M - $88.2M
|
7.55M
$746M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
820K+ 15.74% |
$79.2M - $83M
|
6.03M
$595M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
816K+ 398.86% |
$78.8M - $82.6M
|
1.02M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
800K+ 32.65% |
$77.3M - $81M
|
3.25M
$321M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
787K+ 6.88% |
$76.1M - $79.7M
|
12.2M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
723K+ 9.08% |
$69.9M - $73.2M
|
8.69M
$858M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
710K+ 9.77% |
$68.6M - $71.8M
|
7.97M
$787M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646K+ 7.9% |
$62.4M - $65.4M
|
8.82M
$871M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
627K+ 37.11% |
$60.6M - $63.4M
|
2.32M
$229M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
590K+ 58.39% |
$57M - $59.7M
|
1.6M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
553K+ 63.58% |
$53.5M - $56M
|
1.42M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
544K+ 11284.4% |
$52.6M - $55.1M
|
549K
$54.2M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
483KNew |
$46.7M - $48.9M
|
483K
$47.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
474K+ 19134.67% |
$45.8M - $48M
|
477K
$47.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
474K+ 140.82% |
$45.8M - $48M
|
811K
$80.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
401K+ 9.29% |
$38.7M - $40.6M
|
4.71M
$466M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
400KNew |
$38.7M - $40.5M
|
400K
$39.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
370K+ 13.32% |
$35.7M - $37.4M
|
3.14M
$311M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
340K+ 35.86% |
$32.8M - $34.4M
|
1.29M
$127M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
305KNew |
$29.4M - $30.8M
|
305K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
290K+ 58.85% |
$28.1M - $29.4M
|
784K
$77.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
268K+ 3365.3% |
$25.9M - $27.2M
|
276K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263K+ 3.02% |
$25.5M - $26.7M
|
8.99M
$889M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
263KNew |
$25.4M - $26.6M
|
263K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
260K+ 269.07% |
$25.2M - $26.3M
|
357K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
248K+ 1.96% |
$24M - $25.1M
|
12.9M
$1.27B
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
234K+ 138.59% |
$22.6M - $23.7M
|
402K
$39.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 1.8% |
$22.3M - $23.4M
|
13M
$1.29B
|