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 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.28K+ 12.21% |
$414K - $433K
|
39.3K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.28K+ 96.9% |
$413K - $433K
|
8.69K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.26K+ 15.23% |
$411K - $431K
|
32.2K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.21K+ 32.1% |
$407K - $426K
|
17.3K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.18K+ 42.13% |
$404K - $423K
|
14.1K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.18K+ 30.88% |
$404K - $423K
|
17.7K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.17K+ 11.14% |
$403K - $422K
|
41.6K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.16K+ 46.28% |
$402K - $421K
|
13.1K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.14K+ 11.47% |
$400K - $419K
|
40.3K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.13K+ 11.58% |
$399K - $418K
|
39.7K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
4.1K+ 48.86% |
$396K - $415K
|
12.5K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.1K+ 1.56% |
$396K - $415K
|
267K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.09KNew |
$396K - $414K
|
4.09K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 22.47% |
$393K - $411K
|
22.2K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.05K+ 2.81% |
$391K - $410K
|
148K
$14.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.04K+ 3.06% |
$391K - $409K
|
136K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.03K+ 21.57% |
$390K - $408K
|
22.7K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.03K+ 218.28% |
$389K - $407K
|
5.87K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$389K - $407K
|
4.03K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.98K+ 25.22% |
$385K - $403K
|
19.8K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.96K+ 4.17% |
$383K - $401K
|
98.8K
$9.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$382K - $401K
|
3.96K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.88KNew |
$375K - $393K
|
3.88K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.85KNew |
$372K - $390K
|
3.85K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.8KNew |
$367K - $384K
|
3.8K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$370K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.76KNew |
$363K - $381K
|
3.76K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.76K+ 39.36% |
$363K - $381K
|
13.3K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.76KNew |
$363K - $380K
|
3.76K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.75K+ 29.96% |
$362K - $379K
|
16.2K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.74K+ 0.47% |
$361K - $379K
|
799K
$78.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3.74K+ 0.99% |
$361K - $379K
|
381K
$37.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$359K - $376K
|
3.72K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 11.23% |
$359K - $376K
|
36.8K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 11.69% |
$357K - $374K
|
35.3K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
3.67K+ 8.73% |
$355K - $372K
|
45.8K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.64K+ 82.18% |
$352K - $369K
|
8.08K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.62KNew |
$350K - $366K
|
3.62K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.57KNew |
$345K - $362K
|
3.57K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.57K+ 1.54% |
$345K - $362K
|
236K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.57K+ 41.41% |
$345K - $361K
|
12.2K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.54KNew |
$342K - $359K
|
3.54K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.51K+ 2.47% |
$339K - $356K
|
146K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.5K+ 2.29% |
$339K - $355K
|
157K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.48K+ 3.24% |
$336K - $352K
|
111K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.47K+ 1.91% |
$335K - $351K
|
185K
$18.1M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.46K+ 15.72% |
$334K - $350K
|
25.5K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 117.8% |
$334K - $350K
|
6.39K
$626K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.43KNew |
$332K - $348K
|
3.43K
$337K
|