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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
7.55K+ 7.17% |
$730K - $765K
|
113K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.53K+ 6.57% |
$727K - $762K
|
122K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
7.52KNew |
$727K - $762K
|
7.52K
$743K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.47K+ 16.63% |
$722K - $756K
|
52.4K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.43K+ 6.46% |
$718K - $752K
|
122K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.41K+ 1.92% |
$716K - $750K
|
393K
$38.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.38K+ 10.47% |
$713K - $747K
|
77.8K
$7.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7.31K+ 2.75% |
$707K - $740K
|
273K
$27M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.25K+ 290.0% |
$701K - $734K
|
9.75K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 18.37% |
$695K - $728K
|
46.4K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.17K+ 10.39% |
$693K - $726K
|
76.2K
$7.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.1K+ 54.58% |
$686K - $718K
|
20.1K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.09K+ 273.28% |
$685K - $718K
|
9.68K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.07KNew |
$683K - $715K
|
7.07K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.03K+ 237.98% |
$679K - $712K
|
9.98K
$986K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.94KNew |
$671K - $703K
|
6.94K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.93K+ 8.33% |
$670K - $702K
|
90.2K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.91KNew |
$667K - $699K
|
6.91K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.88K+ 3.02% |
$665K - $696K
|
235K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.87K+ 6.31% |
$664K - $695K
|
116K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.84KNew |
$661K - $693K
|
6.84K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.82K+ 6.37% |
$659K - $691K
|
114K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.78K+ 2.31% |
$655K - $686K
|
301K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 3.66% |
$649K - $680K
|
190K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.66K+ 3.58% |
$643K - $674K
|
193K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65K+ 12.49% |
$643K - $673K
|
59.9K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$642K - $673K
|
6.64K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.58K+ 34.17% |
$635K - $666K
|
25.8K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
6.57KNew |
$634K - $665K
|
6.57K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.55K+ 9.75% |
$633K - $663K
|
73.7K
$7.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.55K+ 27.8% |
$633K - $663K
|
30.1K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.55KNew |
$633K - $663K
|
6.55K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.51K+ 65.71% |
$629K - $659K
|
16.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43K+ 11.38% |
$621K - $651K
|
62.9K
$6.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
6.4K+ 3.9% |
$618K - $648K
|
170K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.37K+ 628.53% |
$615K - $645K
|
7.38K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
6.35KNew |
$613K - $643K
|
6.35K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.28K+ 25.39% |
$607K - $635K
|
31K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.26K+ 5.88% |
$604K - $633K
|
113K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.25KNew |
$604K - $632K
|
6.25K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.23K+ 5.7% |
$602K - $631K
|
115K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
6.21KNew |
$600K - $628K
|
6.21K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.13KNew |
$592K - $620K
|
6.13K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.09K+ 21.43% |
$589K - $616K
|
34.5K
$3.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
6.09KNew |
$588K - $616K
|
6.09K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.07K+ 38.04% |
$587K - $614K
|
22K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
6.07K+ 38.19% |
$586K - $614K
|
21.9K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$586K - $614K
|
6.06K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.06K+ 2.34% |
$585K - $613K
|
265K
$26.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.04KNew |
$584K - $612K
|
6.04K
$597K
|