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 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.39KNew |
$231K - $242K
|
2.39K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.39K+ 18.18% |
$231K - $242K
|
15.5K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.38K+ 210.7% |
$230K - $241K
|
3.51K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.37KNew |
$229K - $240K
|
2.37K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.36K+ 79.59% |
$228K - $238K
|
5.32K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.34KNew |
$226K - $237K
|
2.34K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.32KNew |
$224K - $235K
|
2.32K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.32K+ 2.19% |
$224K - $235K
|
108K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29KNew |
$221K - $232K
|
2.29K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.29KNew |
$221K - $231K
|
2.29K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.27K+ 9.97% |
$220K - $230K
|
25.1K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.27KNew |
$219K - $230K
|
2.27K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.26K+ 16.88% |
$219K - $229K
|
15.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 35.08% |
$218K - $228K
|
8.69K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.23KNew |
$215K - $226K
|
2.23K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.23K+ 19.97% |
$215K - $226K
|
13.4K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.23KNew |
$215K - $226K
|
2.23K
$220K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.23K+ 24.5% |
$215K - $225K
|
11.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.22KNew |
$215K - $225K
|
2.22K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$215K - $225K
|
2.22K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.2K+ 4.38% |
$213K - $223K
|
52.5K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.2K+ 26.12% |
$212K - $222K
|
10.6K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.19K+ 22.69% |
$212K - $222K
|
11.9K
$1.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 5.09% |
$211K - $221K
|
45.1K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
2.17KNew |
$210K - $220K
|
2.17K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 20.9% |
$209K - $219K
|
12.5K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.15K+ 58.57% |
$208K - $218K
|
5.82K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.15K+ 17.14% |
$207K - $217K
|
14.7K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.14K+ 51.98% |
$207K - $217K
|
6.27K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.11K+ 2.46% |
$204K - $214K
|
88K
$8.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.11K+ 9.66% |
$204K - $213K
|
23.9K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.11KNew |
$203K - $213K
|
2.11K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.1K+ 6.31% |
$203K - $213K
|
35.4K
$3.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.1K+ 14.42% |
$203K - $212K
|
16.6K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.09KNew |
$202K - $211K
|
2.09K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 6.92% |
$202K - $211K
|
32.2K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.04K+ 9.32% |
$198K - $207K
|
24K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.04K+ 55.57% |
$197K - $207K
|
5.71K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.04K+ 2.68% |
$197K - $206K
|
77.9K
$7.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.03K+ 165.25% |
$196K - $205K
|
3.25K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.02K+ 61.22% |
$195K - $205K
|
5.32K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2K+ 28.7% |
$194K - $203K
|
8.98K
$888K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.99K+ 13.54% |
$193K - $202K
|
16.7K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.98K+ 22.12% |
$191K - $201K
|
10.9K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 21.19% |
$185K - $194K
|
11K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.91K+ 94.0% |
$185K - $193K
|
3.94K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 7.37% |
$184K - $193K
|
27.7K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.9KNew |
$183K - $192K
|
1.9K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.89K+ 25.72% |
$183K - $192K
|
9.25K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.88K+ 8.02% |
$182K - $191K
|
25.4K
$2.51M
|