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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$215K - $225K
|
2.22K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.2K+ 4.38% |
$213K - $223K
|
52.5K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.2K+ 26.12% |
$212K - $222K
|
10.6K
$1.04M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.2K+ 69.62% |
$212K - $222K
|
5.35K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.19K+ 22.69% |
$212K - $222K
|
11.9K
$1.16M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 5.09% |
$211K - $221K
|
45.1K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
2.17KNew |
$210K - $220K
|
2.17K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 20.9% |
$209K - $219K
|
12.5K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.15K+ 58.57% |
$208K - $218K
|
5.82K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.15K+ 17.14% |
$207K - $217K
|
14.7K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.14K+ 51.98% |
$207K - $217K
|
6.27K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.11K+ 2.46% |
$204K - $214K
|
88K
$8.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.11K+ 9.66% |
$204K - $213K
|
23.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.11KNew |
$203K - $213K
|
2.11K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.1K+ 6.31% |
$203K - $213K
|
35.4K
$3.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.1K+ 14.42% |
$203K - $212K
|
16.6K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.09KNew |
$202K - $211K
|
2.09K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 6.92% |
$202K - $211K
|
32.2K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.04K+ 9.32% |
$198K - $207K
|
24K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.04K+ 55.57% |
$197K - $207K
|
5.71K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.04K+ 2.68% |
$197K - $206K
|
77.9K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.03K+ 165.25% |
$196K - $205K
|
3.25K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.02K+ 61.22% |
$195K - $205K
|
5.32K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2K+ 28.7% |
$194K - $203K
|
8.98K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.99K+ 13.54% |
$193K - $202K
|
16.7K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.98K+ 22.12% |
$191K - $201K
|
10.9K
$1.07M
|
|
|
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
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 7.37% |
$184K - $193K
|
27.7K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.9KNew |
$183K - $192K
|
1.9K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.89K+ 25.72% |
$183K - $192K
|
9.25K
$908K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.88K+ 8.02% |
$182K - $191K
|
25.4K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.88K+ 0.68% |
$182K - $191K
|
281K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.87K+ 0.87% |
$181K - $189K
|
216K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$179K - $187K
|
1.85K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.85K+ 26.69% |
$178K - $187K
|
8.76K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.84K+ 6.32% |
$178K - $186K
|
30.9K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.83K+ 7.03% |
$177K - $185K
|
27.8K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 36.01% |
$176K - $185K
|
6.89K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.82K+ 13.83% |
$176K - $184K
|
15K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.81K+ 82.72% |
$175K - $184K
|
4.01K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.8K+ 5.79% |
$174K - $182K
|
32.9K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.76K+ 1.39% |
$170K - $178K
|
128K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 29.13% |
$170K - $178K
|
7.79K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 2.0% |
$169K - $177K
|
89.1K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.73K+ 3.45% |
$167K - $175K
|
51.7K
$5.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.72K+ 0.86% |
$166K - $174K
|
202K
$19.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 22.64% |
$163K - $171K
|
9.14K
$896K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$164K
|