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 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.35KNew |
$517K - $542K
|
5.35K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.35K+ 1.3% |
$517K - $541K
|
417K
$40.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.35KNew |
$517K - $541K
|
5.35K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 3.77% |
$512K - $536K
|
146K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.28K+ 1.36% |
$511K - $535K
|
394K
$38.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.25K+ 15.37% |
$508K - $532K
|
39.4K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.23K+ 2.78% |
$506K - $530K
|
194K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
5.23KNew |
$505K - $529K
|
5.23K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5.22K+ 6.7% |
$505K - $529K
|
83.1K
$8.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.21K+ 27.58% |
$503K - $527K
|
24.1K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 115.05% |
$501K - $525K
|
9.69K
$951K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.16KNew |
$498K - $522K
|
5.16K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.09KNew |
$492K - $516K
|
5.09K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.07KNew |
$490K - $514K
|
5.07K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.05K+ 59.08% |
$488K - $511K
|
13.6K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
5.05KNew |
$488K - $511K
|
5.05K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5KNew |
$483K - $506K
|
5K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5KNew |
$483K - $506K
|
5K
$491K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.99KNew |
$482K - $505K
|
4.99K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.98K+ 11.54% |
$481K - $504K
|
48.1K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.98KNew |
$481K - $504K
|
4.98K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.91K+ 2.26% |
$474K - $497K
|
222K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.88KNew |
$472K - $494K
|
4.88K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.87K+ 57.98% |
$470K - $493K
|
13.3K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 9.34% |
$469K - $491K
|
56.8K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
4.81K+ 5.57% |
$465K - $487K
|
91.1K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.76KNew |
$460K - $482K
|
4.76K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.75K+ 2.17% |
$459K - $481K
|
224K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.73K+ 0.76% |
$457K - $479K
|
630K
$61.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.7K+ 5.41% |
$455K - $476K
|
91.7K
$8.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.67K+ 190.06% |
$451K - $472K
|
7.12K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.64K+ 5.51% |
$449K - $470K
|
88.8K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.63K+ 105.09% |
$447K - $468K
|
9.03K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.61KNew |
$446K - $467K
|
4.61K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.6K+ 31.16% |
$444K - $465K
|
19.3K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.59K+ 2.38% |
$443K - $465K
|
197K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.58KNew |
$442K - $463K
|
4.58K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.53K+ 16.65% |
$438K - $458K
|
31.7K
$3.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.49KNew |
$434K - $454K
|
4.49K
$440K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.48KNew |
$433K - $454K
|
4.48K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.48K+ 2.8% |
$433K - $453K
|
164K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
4.47KNew |
$432K - $452K
|
4.47K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
4.43K+ 4381.19% |
$428K - $448K
|
4.53K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.41K+ 33.89% |
$426K - $446K
|
17.4K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.38K+ 4.1% |
$423K - $444K
|
111K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$422K - $442K
|
4.37K
$429K
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
4.37KNew |
$422K - $442K
|
4.37K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4.35KNew |
$420K - $440K
|
4.35K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.31KNew |
$417K - $437K
|
4.31K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.3K+ 2.33% |
$415K - $435K
|
189K
$18.6M
|