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
|
Sharkey, Howes & Javer
|
BUY
|
- |
107K+ 4870.54% |
$10.3M - $10.8M
|
109K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
106KNew |
$10.3M - $10.8M
|
106K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
105KNew |
$10.2M - $10.6M
|
105K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
103KNew |
$9.98M - $10.5M
|
103K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 21.77% |
$9.93M - $10.4M
|
575K
$56.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
103K+ 5.44% |
$9.93M - $10.4M
|
1.99M
$197M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 3104.3% |
$9.76M - $10.2M
|
104K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
100K+ 31.29% |
$9.7M - $10.2M
|
421K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100K+ 7.34% |
$9.7M - $10.2M
|
1.47M
$145M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
98.1K+ 65.64% |
$9.48M - $9.93M
|
247K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96.5K+ 30.51% |
$9.33M - $9.77M
|
413K
$40.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96.2K+ 6.1% |
$9.29M - $9.73M
|
1.67M
$165M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.7KNew |
$9.16M - $9.59M
|
94.7K
$9.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94K+ 27.91% |
$9.09M - $9.52M
|
431K
$42.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.9K+ 33.01% |
$8.97M - $9.4M
|
374K
$37M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
92.8K+ 11.82% |
$8.97M - $9.4M
|
878K
$86.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
92KNew |
$8.89M - $9.31M
|
92K
$9.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
91.2K+ 9.54% |
$8.81M - $9.23M
|
1.05M
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
90.1K+ 9.99% |
$8.71M - $9.12M
|
992K
$98M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
88.8KNew |
$8.58M - $8.99M
|
88.8K
$8.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
88.7K+ 86.63% |
$8.57M - $8.98M
|
191K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 6.82% |
$8.4M - $8.8M
|
1.36M
$134M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
85.8K+ 28.67% |
$8.29M - $8.69M
|
385K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
84.6K+ 382.71% |
$8.18M - $8.56M
|
107K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
83K+ 131.13% |
$8.02M - $8.4M
|
146K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
82.6KNew |
$7.98M - $8.36M
|
82.6K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80.6K+ 3.41% |
$7.79M - $8.16M
|
2.45M
$242M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
80.6K+ 9.73% |
$7.79M - $8.16M
|
909K
$89.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
79.6K+ 18.08% |
$7.69M - $8.06M
|
520K
$51.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
79.5K+ 23.91% |
$7.69M - $8.05M
|
412K
$40.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
78.5K+ 694.83% |
$7.58M - $7.94M
|
89.8K
$8.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
78K+ 30.88% |
$7.54M - $7.89M
|
331K
$32.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
77.6K+ 15.81% |
$7.5M - $7.85M
|
568K
$56.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
76.2K+ 2059.08% |
$7.36M - $7.71M
|
79.9K
$7.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.1K+ 4.04% |
$7.36M - $7.71M
|
1.96M
$194M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
76.1KNew |
$7.36M - $7.71M
|
76.1K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75.2K+ 4.39% |
$7.26M - $7.61M
|
1.79M
$177M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
74.9K+ 123.28% |
$7.24M - $7.59M
|
136K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72.1K+ 13.48% |
$6.96M - $7.29M
|
606K
$59.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
71.5KNew |
$6.91M - $7.24M
|
71.5K
$7.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71.5K+ 7.13% |
$6.91M - $7.23M
|
1.07M
$106M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
70.9K+ 77.65% |
$6.85M - $7.18M
|
162K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
70.4K+ 15.78% |
$6.8M - $7.12M
|
516K
$51M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$136M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.2K+ 529.81% |
$6.49M - $6.8M
|
79.9K
$7.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 60.72% |
$6.49M - $6.8M
|
178K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
66.2K+ 237.09% |
$6.4M - $6.7M
|
94.1K
$9.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
65.5KNew |
$6.33M - $6.63M
|
65.5K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
65KNew |
$6.28M - $6.58M
|
65K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
63.4K+ 38.31% |
$6.13M - $6.42M
|
229K
$22.6M
|