Purchases and Sales Made in Q4 2024 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 14, 2025 Q4 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
1.13K
+ 1.2%
$109K - $114K
95.3K $9.35M
Feb 06, 2025 Q4 2024
Carrera Capital Advisors

Troy, MI
BUY
 -
1.13K
+ 11.98%
$109K - $114K
10.5K $1.03M
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
1.13K
+ 25.25%
$109K - $114K
5.58K $547K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
1.12K
New
$108K - $113K
1.12K $110K
Jan 14, 2025 Q4 2024
Occidental Asset Management, LLC

BUY
 -
1.12K
+ 4.68%
$108K - $113K
25.1K $2.46M
Jan 14, 2025 Q4 2024
Sterling Investment Advisors LLC

BUY
 -
1.12K
+ 3.47%
$108K - $113K
33.3K $3.27M
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
1.11K
+ 42.44%
$107K - $113K
3.73K $366K
Feb 10, 2025 Q4 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.11K
+ 9.03%
$107K - $112K
13.4K $1.31M
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.08K
+ 47.37%
$105K - $110K
3.37K $330K
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
1.08K
+ 1.11%
$104K - $109K
98.3K $9.64M
Feb 25, 2025 Q4 2024
Advisor Resource Council

BUY
 -
1.05K
+ 29.48%
$102K - $106K
4.62K $453K
Jan 24, 2025 Q4 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.05K
+ 14.48%
$101K - $106K
8.3K $814K
Feb 11, 2025 Q4 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
1.05K
+ 12.11%
$101K - $106K
9.72K $953K
Jan 23, 2025 Q4 2024
Kg&L Capital Management,Llc

BUY
 -
1.05K
+ 2.39%
$101K - $106K
44.9K $4.4M
Feb 06, 2025 Q4 2024
Interactive Financial Advisors

Chicago, IL
BUY
 -
1.05K
+ 0.74%
$101K - $106K
143K $14M
Feb 10, 2025 Q4 2024
One8zero8, LLC

Greensboro, NC
BUY
 -
1.03K
New
$99.1K - $104K
1.03K $101K
Jan 31, 2025 Q4 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
1.02K
+ 7.12%
$99K - $104K
15.4K $1.51M
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.02K
+ 12.38%
$98.4K - $103K
9.24K $907K
Jan 16, 2025 Q4 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
1.01K
+ 10.05%
$97.8K - $102K
11.1K $1.09M
Jan 15, 2025 Q4 2024
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
1K
+ 775.97%
$96.7K - $101K
1.13K $111K
Jan 16, 2025 Q4 2024
Prairiewood Capital, LLC

BUY
 -
991
+ 16.76%
$95.8K - $100K
6.9K $677K
Feb 10, 2025 Q4 2024
South State Corp

BUY
 -
990
+ 16.66%
$95.7K - $100K
6.93K $680K
Feb 24, 2025 Q4 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
988
+ 4.06%
$95.5K - $100K
25.3K $2.48M
Jan 16, 2025 Q4 2024
Mechanics Bank Trust Department

BUY
 -
985
+ 2.74%
$95.2K - $99.7K
36.9K $3.62M
May 28, 2025 Q4 2024
Wealth Management Associates, Inc.

Cherry Hill, NJ
BUY
 -
978
+ 3.55%
$94.5K - $99K
28.5K $2.8M
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
969
+ 42.93%
$93.6K - $98.1K
3.23K $316K
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

BUY
 -
959
+ 675.35%
$92.7K - $97.1K
1.1K $108K
Feb 06, 2025 Q4 2024
Beam Wealth Advisors, Inc.

BUY
 -
956
+ 6.56%
$92.4K - $96.8K
15.5K $1.52M
Feb 13, 2025 Q4 2024
Schiavi & CO LLC

Wilmington, DE
BUY
 -
955
+ 6.0%
$92.3K - $96.7K
16.9K $1.66M
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
928
New
$89.7K - $93.9K
928 $91K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
920
+ 53.86%
$88.9K - $93.1K
2.63K $258K
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
916
+ 4.76%
$88.5K - $92.7K
20.2K $1.98M
Feb 10, 2025 Q4 2024
Compass Ion Advisors, LLC

BUY
 -
903
+ 2.55%
$87.3K - $91.4K
36.3K $3.56M
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
887
+ 2.09%
$85.7K - $89.8K
43.3K $4.25M
Feb 10, 2025 Q4 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
886
+ 367.63%
$85.6K - $89.7K
1.13K $111K
Feb 13, 2025 Q4 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
881
+ 15.04%
$85.1K - $89.2K
6.74K $661K
Jan 30, 2025 Q4 2024
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
853
+ 2.18%
$82.4K - $86.3K
40K $3.92M
Feb 11, 2025 Q4 2024
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
842
+ 4.84%
$81.4K - $85.2K
18.3K $1.79M
Jan 15, 2025 Q4 2024
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
839
+ 3.52%
$81.1K - $84.9K
24.7K $2.42M
Feb 10, 2025 Q4 2024
Sovereign Investment Advisors, LLC

BUY
 -
831
+ 1.26%
$80.3K - $84.1K
66.5K $6.53M
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
810
New
$78.3K - $82K
810 $79.5K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
798
+ 5.39%
$77.1K - $80.8K
15.6K $1.53M
Jan 28, 2025 Q4 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
780
+ 2.06%
$75.4K - $79K
38.7K $3.79M
Jan 21, 2025 Q4 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
779
+ 26.93%
$75.3K - $78.9K
3.67K $360K
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
771
+ 4.31%
$74.5K - $78K
18.7K $1.83M
Jan 23, 2025 Q4 2024
Great Diamond Partners, LLC

BUY
 -
771
+ 0.98%
$74.5K - $78K
79.2K $7.77M
Jan 16, 2025 Q4 2024
Act Wealth Management, LLC

BUY
 -
766
+ 0.9%
$74K - $77.5K
85.6K $8.4M
Feb 05, 2025 Q4 2024
Bank Ozk

BUY
 -
756
+ 31.18%
$73.1K - $76.5K
3.18K $312K
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
755
+ 3.97%
$73K - $76.4K
19.8K $1.94M

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