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 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.09K- 9.81% |
$202K - $211K
|
19.2K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-2.1K- 11.14% |
$203K - $213K
|
16.8K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.12K- 11.2% |
$204K - $214K
|
16.8K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.13K- 7.49% |
$206K - $216K
|
26.3K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.13K- 8.04% |
$206K - $216K
|
24.3K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.14K- 22.36% |
$207K - $217K
|
7.44K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.15K- 27.44% |
$208K - $218K
|
5.69K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.16K- 0.48% |
$208K - $218K
|
449K
$44.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.16K- 4.07% |
$209K - $219K
|
51K
$5.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.18K- 10.59% |
$210K - $220K
|
18.4K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.21K- 10.05% |
$213K - $223K
|
19.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.21K- 18.14% |
$213K - $223K
|
9.96K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.26K- 0.78% |
$218K - $229K
|
287K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.27K- 4.37% |
$220K - $230K
|
49.7K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.28K- 87.84% |
$220K - $230K
|
315
$31.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.28K- 1.77% |
$221K - $231K
|
127K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.37K- 34.76% |
$229K - $240K
|
4.44K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.39K- 13.57% |
$231K - $242K
|
15.2K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.4K- 24.94% |
$232K - $243K
|
7.22K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.47K- 11.96% |
$239K - $250K
|
18.2K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.48K- 20.75% |
$239K - $251K
|
9.46K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.48K- 23.3% |
$240K - $251K
|
8.17K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.5K- 26.7% |
$242K - $253K
|
6.87K
$678K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 10.32% |
$243K - $255K
|
21.9K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.54K- 39.47% |
$245K - $257K
|
3.89K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.59K- 3.36% |
$250K - $262K
|
74.5K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.6K- 15.51% |
$251K - $263K
|
14.1K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 1.07% |
$257K - $269K
|
246K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.71K- 44.87% |
$262K - $274K
|
3.33K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.75K- 35.68% |
$266K - $279K
|
4.96K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.76K- 2.68% |
$266K - $279K
|
100K
$9.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-2.76K- 4.45% |
$267K - $280K
|
59.3K
$5.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.79K- 34.07% |
$270K - $283K
|
5.4K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.96K- 16.52% |
$286K - $299K
|
14.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 22.55% |
$286K - $300K
|
10.2K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.01K- 6.23% |
$291K - $305K
|
45.3K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.03K- 19.04% |
$292K - $306K
|
12.9K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.03K- 7.26% |
$293K - $307K
|
38.7K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.08K- 55.86% |
$298K - $312K
|
2.43K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 5.1% |
$301K - $315K
|
57.9K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 34.83% |
$310K - $324K
|
5.99K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 95.67% |
$318K - $333K
|
149
$14.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.32K- 95.21% |
$321K - $336K
|
167
$16.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 7.65% |
$326K - $341K
|
40.7K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.41K- 29.0% |
$329K - $345K
|
8.34K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.45K- 10.46% |
$333K - $349K
|
29.5K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.56K- 48.28% |
$344K - $360K
|
3.81K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.64K- 1.95% |
$352K - $368K
|
183K
$18.1M
|