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 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
881+ 15.04% |
$85.1K - $89.2K
|
6.74K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
853+ 2.18% |
$82.4K - $86.3K
|
40K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
842+ 4.84% |
$81.4K - $85.2K
|
18.3K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
839+ 3.52% |
$81.1K - $84.9K
|
24.7K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
831+ 1.26% |
$80.3K - $84.1K
|
66.5K
$6.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
810New |
$78.3K - $82K
|
810
$80K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
798+ 5.39% |
$77.1K - $80.8K
|
15.6K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
780+ 2.06% |
$75.4K - $79K
|
38.7K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
779+ 26.93% |
$75.3K - $78.9K
|
3.67K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
771+ 4.31% |
$74.5K - $78K
|
18.7K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
771+ 0.98% |
$74.5K - $78K
|
79.2K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
766+ 0.9% |
$74K - $77.5K
|
85.6K
$8.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
756+ 31.18% |
$73.1K - $76.5K
|
3.18K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
755+ 3.97% |
$73K - $76.4K
|
19.8K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
754+ 76.39% |
$72.9K - $76.3K
|
1.74K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
751+ 89.51% |
$72.6K - $76K
|
1.59K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
748+ 14.02% |
$72.3K - $75.7K
|
6.08K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
745+ 85.63% |
$72K - $75.4K
|
1.62K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
743+ 14.86% |
$71.8K - $75.2K
|
5.74K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
741+ 23.29% |
$71.6K - $75K
|
3.92K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
732+ 2.09% |
$70.7K - $74.1K
|
35.8K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
725+ 5.22% |
$70.1K - $73.4K
|
14.6K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
719+ 4.18% |
$69.5K - $72.8K
|
17.9K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
708+ 24.24% |
$68.4K - $71.7K
|
3.63K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
701+ 14.88% |
$67.7K - $71K
|
5.41K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
700+ 4.44% |
$67.6K - $70.9K
|
16.5K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
698+ 26.54% |
$67.5K - $70.7K
|
3.33K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
698+ 2.97% |
$67.5K - $70.7K
|
24.2K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
696+ 3.55% |
$67.3K - $70.5K
|
20.3K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
696+ 13.08% |
$67.3K - $70.5K
|
6.02K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
696+ 1.69% |
$67.3K - $70.5K
|
41.8K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
692+ 467.57% |
$66.9K - $70.1K
|
840
$83K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
692+ 0.32% |
$66.9K - $70.1K
|
216K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
688+ 24.39% |
$66.5K - $69.6K
|
3.51K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
684+ 2.63% |
$66.1K - $69.2K
|
26.7K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
683+ 0.52% |
$66K - $69.1K
|
132K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
678+ 8.51% |
$65.5K - $68.6K
|
8.64K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
670+ 20.62% |
$64.7K - $67.8K
|
3.92K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
666+ 9.72% |
$64.4K - $67.4K
|
7.52K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
656+ 0.7% |
$63.4K - $66.4K
|
94.2K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
654+ 1.59% |
$63.2K - $66.2K
|
41.8K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
643+ 30.91% |
$62.1K - $65.1K
|
2.72K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
640+ 2.18% |
$61.8K - $64.8K
|
30K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
638+ 32.55% |
$61.7K - $64.6K
|
2.6K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
634+ 31.78% |
$61.3K - $64.2K
|
2.63K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 14.83% |
$58.4K - $61.1K
|
4.68K
$462K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
594New |
$57.4K - $60.1K
|
594
$58.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
593+ 1.09% |
$57.3K - $60K
|
54.8K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
592+ 27.9% |
$57.2K - $59.9K
|
2.71K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
586+ 0.52% |
$56.6K - $59.3K
|
113K
$11.2M
|