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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
349+ 7.54% |
$33.7K - $35.3K
|
4.98K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
345+ 5.81% |
$33.3K - $34.9K
|
6.29K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
341+ 1.77% |
$33K - $34.5K
|
19.6K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
340New |
$32.9K - $34.4K
|
340
$33.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
340+ 2.68% |
$32.9K - $34.4K
|
13K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
327+ 0.34% |
$31.6K - $33.1K
|
95.1K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
324+ 1.24% |
$31.3K - $32.8K
|
26.4K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
320+ 3.5% |
$30.9K - $32.4K
|
9.47K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
318New |
$30.7K - $32.2K
|
318
$31.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
317+ 2.94% |
$30.6K - $32.1K
|
11.1K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
313+ 5.3% |
$30.2K - $31.7K
|
6.22K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
312+ 7.7% |
$30.2K - $31.6K
|
4.36K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
305+ 11.25% |
$29.5K - $30.9K
|
3.02K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
303+ 9.13% |
$29.3K - $30.7K
|
3.62K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 38.31% |
$29K - $30.4K
|
1.08K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
297+ 2.61% |
$28.7K - $30.1K
|
11.7K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
295+ 1.24% |
$28.5K - $29.9K
|
24K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
289+ 5.36% |
$27.9K - $29.3K
|
5.68K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 2.11% |
$26.6K - $27.8K
|
13.3K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
273+ 2.73% |
$26.4K - $27.6K
|
10.3K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
270+ 4.14% |
$26.1K - $27.3K
|
6.79K
$670K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
268New |
$25.9K - $27.1K
|
268
$26.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
268+ 2.23% |
$25.9K - $27.1K
|
12.3K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
261+ 3.58% |
$25.2K - $26.4K
|
7.56K
$747K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
258+ 6.97% |
$24.9K - $26.1K
|
3.96K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
257+ 0.38% |
$24.8K - $26K
|
68.2K
$6.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
257+ 0.93% |
$24.8K - $26K
|
27.9K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
256+ 6.46% |
$24.7K - $25.9K
|
4.22K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
253+ 4.19% |
$24.4K - $25.6K
|
6.3K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
253+ 1.55% |
$24.4K - $25.6K
|
16.5K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
253+ 15.71% |
$24.4K - $25.6K
|
1.86K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
251New |
$24.3K - $25.4K
|
251
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
245+ 1.44% |
$23.7K - $24.8K
|
17.3K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
244+ 0.34% |
$23.6K - $24.7K
|
71.3K
$7.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
240+ 7.56% |
$23.2K - $24.3K
|
3.42K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
239+ 15.68% |
$23.1K - $24.2K
|
1.76K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
238+ 12.01% |
$23K - $24.1K
|
2.22K
$219K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
230New |
$22.2K - $23.3K
|
230
$22.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
229+ 8.64% |
$22.1K - $23.2K
|
2.88K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
228+ 53.4% |
$22K - $23.1K
|
655
$64.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
226+ 1.75% |
$21.8K - $22.9K
|
13.2K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
226New |
$21.8K - $22.9K
|
226
$22.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
224+ 2.79% |
$21.6K - $22.7K
|
8.25K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222+ 5.43% |
$21.5K - $22.5K
|
4.31K
$426K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
222+ 2.89% |
$21.5K - $22.5K
|
7.89K
$780K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220+ 0.88% |
$21.3K - $22.3K
|
25.3K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
217+ 8.5% |
$21K - $22K
|
2.77K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
217+ 1.4% |
$21K - $22K
|
15.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
216+ 6.91% |
$20.9K - $21.9K
|
3.34K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
204+ 0.87% |
$19.7K - $20.7K
|
23.6K
$2.33M
|