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 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.42K+ 12.2% |
$331K - $347K
|
31.5K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 12.38% |
$330K - $345K
|
31K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.39KNew |
$328K - $343K
|
3.39K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.39KNew |
$327K - $343K
|
3.39K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.37K+ 10.58% |
$326K - $342K
|
35.3K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.37K+ 788.06% |
$325K - $341K
|
3.79K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.36KNew |
$325K - $340K
|
3.36K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.34K+ 0.25% |
$322K - $338K
|
1.35M
$133M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.32KNew |
$321K - $336K
|
3.32K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.32K+ 1.49% |
$321K - $336K
|
226K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.32KNew |
$320K - $336K
|
3.32K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27K+ 52.98% |
$316K - $331K
|
9.45K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.25KNew |
$314K - $329K
|
3.25K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.24K+ 10.09% |
$313K - $328K
|
35.4K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.23K+ 5.01% |
$312K - $326K
|
67.5K
$6.63M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.22KNew |
$311K - $326K
|
3.22K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
3.22K+ 19.16% |
$311K - $326K
|
20K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.21K+ 8.1% |
$310K - $325K
|
42.8K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.19KNew |
$308K - $323K
|
3.19K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.19K+ 1.03% |
$308K - $323K
|
312K
$30.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$303K - $318K
|
3.14K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.1KNew |
$300K - $314K
|
3.1K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 0.97% |
$299K - $313K
|
321K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.09KNew |
$298K - $312K
|
3.09K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 50.04% |
$294K - $308K
|
9.13K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.04KNew |
$294K - $308K
|
3.04K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$293K - $307K
|
3.03K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.01KNew |
$291K - $305K
|
3.01K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3KNew |
$290K - $304K
|
3K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.99K+ 22.42% |
$289K - $303K
|
16.3K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.98K+ 2.98% |
$288K - $301K
|
103K
$10.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.98K+ 51.97% |
$288K - $301K
|
8.7K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.97K+ 1.42% |
$287K - $301K
|
212K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.94KNew |
$284K - $297K
|
2.94K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.93KNew |
$283K - $297K
|
2.93K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.93K+ 0.65% |
$283K - $297K
|
457K
$44.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.93K+ 13.62% |
$283K - $297K
|
24.5K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.93K+ 24.79% |
$283K - $296K
|
14.7K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.91KNew |
$281K - $294K
|
2.91K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.9K+ 52.15% |
$280K - $293K
|
8.45K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.89K+ 126.97% |
$279K - $292K
|
5.16K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.88KNew |
$278K - $291K
|
2.88K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.85K+ 2.68% |
$275K - $288K
|
109K
$10.7M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.83KNew |
$273K - $286K
|
2.83K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.82K+ 14.83% |
$273K - $286K
|
21.8K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.82K+ 122.01% |
$272K - $285K
|
5.12K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.81K+ 3.66% |
$271K - $284K
|
79.5K
$7.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.8KNew |
$271K - $283K
|
2.8K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.79K+ 3.75% |
$270K - $282K
|
77.1K
$7.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.76K+ 13.3% |
$266K - $279K
|
23.5K
$2.3M
|