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 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.61% |
$8.5K - $8.91K
|
5.55K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
87New |
$8.41K - $8.81K
|
87
$8.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 0.43% |
$7.92K - $8.3K
|
19.2K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
82+ 0.96% |
$7.92K - $8.3K
|
8.59K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 5.38% |
$7.44K - $7.79K
|
1.51K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 0.5% |
$7.34K - $7.69K
|
15.3K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
76+ 1.27% |
$7.34K - $7.69K
|
6.08K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
74+ 0.68% |
$7.15K - $7.49K
|
10.9K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
72+ 0.05% |
$6.96K - $7.29K
|
131K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67+ 6.58% |
$6.47K - $6.78K
|
1.09K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.03% |
$6.09K - $6.38K
|
180K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
63+ 0.65% |
$6.09K - $6.38K
|
9.79K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
61+ 1.1% |
$5.9K - $6.18K
|
5.62K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
58+ 0.14% |
$5.61K - $5.87K
|
42.7K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 2.15% |
$5.32K - $5.57K
|
2.62K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54New |
$5.22K - $5.47K
|
54
$5.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
52+ 1.07% |
$5.03K - $5.26K
|
4.89K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
52+ 0.76% |
$5.03K - $5.26K
|
6.86K
$678K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
52+ 0.31% |
$5.03K - $5.26K
|
16.7K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 1.07% |
$4.93K - $5.16K
|
4.81K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
50+ 1.22% |
$4.83K - $5.06K
|
4.14K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 3.85% |
$4.83K - $5.06K
|
1.35K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.11% |
$4.64K - $4.86K
|
44.6K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40+ 1.08% |
$3.87K - $4.05K
|
3.74K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
39+ 0.3% |
$3.77K - $3.95K
|
12.9K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
38+ 1.26% |
$3.67K - $3.85K
|
3.05K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
37+ 0.44% |
$3.58K - $3.75K
|
8.36K
$826K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.19K - $3.34K
|
12.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
32New |
$3.09K - $3.24K
|
32
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
32+ 1.16% |
$3.09K - $3.24K
|
2.79K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30New |
$2.9K - $3.04K
|
30
$2.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$2.8K - $2.94K
|
4.68K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
28New |
$2.71K - $2.83K
|
28
$2.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
28+ 0.4% |
$2.71K - $2.83K
|
7.05K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
28+ 1.28% |
$2.71K - $2.83K
|
2.21K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
28+ 1.15% |
$2.71K - $2.83K
|
2.47K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
27+ 0.72% |
$2.61K - $2.73K
|
3.76K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 1.16% |
$2.42K - $2.53K
|
2.18K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.04% |
$2.42K - $2.53K
|
70.6K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25New |
$2.42K - $2.53K
|
25
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
24+ 1.07% |
$2.32K - $2.43K
|
2.26K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
24+ 0.58% |
$2.32K - $2.43K
|
4.14K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.23K
|
26.4K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
22+ 0.07% |
$2.13K - $2.23K
|
32K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 0.14% |
$2.03K - $2.13K
|
15.4K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 0.29% |
$1.84K - $1.92K
|
6.68K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.04% |
$1.84K - $1.92K
|
53.6K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
19+ 0.18% |
$1.84K - $1.92K
|
10.4K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
18+ 0.59% |
$1.74K - $1.82K
|
3.04K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
18New |
$1.74K - $1.82K
|
18
$1.78K
|