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 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
204New |
$19.7K - $20.7K
|
204
$20.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
202+ 0.48% |
$19.5K - $20.4K
|
41.9K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
201+ 39.33% |
$19.4K - $20.3K
|
712
$70.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
201New |
$19.4K - $20.3K
|
201
$19.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 7.65% |
$19.3K - $20.2K
|
2.82K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
200New |
$19.3K - $20.2K
|
200
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
199New |
$19.2K - $20.1K
|
199
$19.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
198+ 0.33% |
$19.1K - $20K
|
59.5K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
194New |
$18.7K - $19.6K
|
194
$19.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
191+ 2.63% |
$18.5K - $19.3K
|
7.45K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
191+ 6.41% |
$18.5K - $19.3K
|
3.17K
$313K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
190+ 71.7% |
$18.4K - $19.2K
|
455
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
186+ 7.88% |
$18K - $18.8K
|
2.55K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
181+ 7.64% |
$17.5K - $18.3K
|
2.55K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
180+ 1.81% |
$17.4K - $18.2K
|
10.1K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
176+ 1.86% |
$17K - $17.8K
|
9.66K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 2.56% |
$16.9K - $17.7K
|
7.02K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
169+ 1.27% |
$16.3K - $17.1K
|
13.5K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
167+ 2.88% |
$16.1K - $16.9K
|
5.98K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
167+ 0.73% |
$16.1K - $16.9K
|
23.1K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
158+ 4.1% |
$15.3K - $16K
|
4.02K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
157+ 5.43% |
$15.2K - $15.9K
|
3.05K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
154+ 5.33% |
$14.9K - $15.6K
|
3.04K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
152+ 3.07% |
$14.7K - $15.4K
|
5.1K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
151+ 7.96% |
$14.6K - $15.3K
|
2.05K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
150+ 4.56% |
$14.5K - $15.2K
|
3.44K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
147+ 4.95% |
$14.2K - $14.9K
|
3.12K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
144+ 1.06% |
$13.9K - $14.6K
|
13.8K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
142+ 4.77% |
$13.7K - $14.4K
|
3.12K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
142+ 2.99% |
$13.7K - $14.4K
|
4.89K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
141New |
$13.6K - $14.3K
|
141
$13.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
140+ 7.08% |
$13.5K - $14.2K
|
2.12K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
140+ 1.07% |
$13.5K - $14.2K
|
13.2K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
139+ 1.24% |
$13.4K - $14.1K
|
11.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
139+ 9.99% |
$13.4K - $14.1K
|
1.53K
$151K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
137+ 1.42% |
$13.2K - $13.9K
|
9.79K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
131+ 0.33% |
$12.7K - $13.3K
|
39.6K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
127+ 4.98% |
$12.3K - $12.9K
|
2.68K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 4.14% |
$12.1K - $12.7K
|
3.14K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125+ 3.39% |
$12.1K - $12.7K
|
3.82K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 1.09% |
$12.1K - $12.7K
|
11.5K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
123+ 6.0% |
$11.9K - $12.5K
|
2.17K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
123+ 2.03% |
$11.9K - $12.5K
|
6.19K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.96% |
$11.9K - $12.5K
|
13K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
122+ 1.5% |
$11.8K - $12.4K
|
8.25K
$815K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
121+ 5.1% |
$11.7K - $12.2K
|
2.49K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 0.1% |
$11.1K - $11.6K
|
114K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
112+ 4.9% |
$10.8K - $11.3K
|
2.4K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
109+ 4.5% |
$10.5K - $11K
|
2.53K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
98New |
$9.47K - $9.92K
|
98
$9.68K
|