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 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.8KNew |
$367K - $384K
|
3.8K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.76K+ 39.36% |
$363K - $381K
|
13.3K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.76KNew |
$363K - $380K
|
3.76K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.75K+ 29.96% |
$362K - $379K
|
16.2K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.74K+ 0.47% |
$361K - $379K
|
799K
$78.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3.74K+ 0.99% |
$361K - $379K
|
381K
$37.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$359K - $376K
|
3.72K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 11.23% |
$359K - $376K
|
36.8K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 11.69% |
$357K - $374K
|
35.3K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
3.67K+ 8.73% |
$355K - $372K
|
45.8K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.64K+ 82.18% |
$352K - $369K
|
8.08K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.62KNew |
$350K - $366K
|
3.62K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.57KNew |
$345K - $362K
|
3.57K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.57K+ 1.54% |
$345K - $362K
|
236K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.57K+ 41.41% |
$345K - $361K
|
12.2K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.54KNew |
$342K - $359K
|
3.54K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.51K+ 2.47% |
$339K - $356K
|
146K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.5K+ 2.29% |
$339K - $355K
|
157K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.48K+ 3.24% |
$336K - $352K
|
111K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.47K+ 1.91% |
$335K - $351K
|
185K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 117.8% |
$334K - $350K
|
6.39K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.43KNew |
$332K - $348K
|
3.43K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.42K+ 12.2% |
$331K - $347K
|
31.5K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 12.38% |
$330K - $345K
|
31K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.39KNew |
$328K - $343K
|
3.39K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.39KNew |
$327K - $343K
|
3.39K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.37K+ 10.58% |
$326K - $342K
|
35.3K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.37K+ 788.06% |
$325K - $341K
|
3.79K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.36KNew |
$325K - $340K
|
3.36K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.34K+ 0.25% |
$322K - $338K
|
1.35M
$134M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.32KNew |
$321K - $336K
|
3.32K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.32K+ 1.49% |
$321K - $336K
|
226K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.32KNew |
$320K - $336K
|
3.32K
$328K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27K+ 52.98% |
$316K - $331K
|
9.45K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.25KNew |
$314K - $329K
|
3.25K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.24K+ 10.09% |
$313K - $328K
|
35.4K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.23K+ 5.01% |
$312K - $326K
|
67.5K
$6.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.22KNew |
$311K - $326K
|
3.22K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
3.22K+ 19.16% |
$311K - $326K
|
20K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.21K+ 8.1% |
$310K - $325K
|
42.8K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.19KNew |
$308K - $323K
|
3.19K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.19K+ 1.03% |
$308K - $323K
|
312K
$30.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$303K - $318K
|
3.14K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.1KNew |
$300K - $314K
|
3.1K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 0.97% |
$299K - $313K
|
321K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.09KNew |
$298K - $312K
|
3.09K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 50.04% |
$294K - $308K
|
9.13K
$902K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.04KNew |
$294K - $308K
|
3.04K
$301K
|