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 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.53K- 5.06% |
$631K - $661K
|
122K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.56K- 2.36% |
$634K - $664K
|
272K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.59K- 3.92% |
$636K - $667K
|
161K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.59K- 17.4% |
$637K - $667K
|
31.3K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.65K- 2.77% |
$643K - $673K
|
234K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.72K- 66.55% |
$649K - $680K
|
3.38K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 3.83% |
$650K - $681K
|
169K
$16.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-7.03K- 66.58% |
$679K - $711K
|
3.53K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.04K- 8.54% |
$681K - $713K
|
75.4K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.09K- 6.05% |
$685K - $718K
|
110K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.15K- 9.65% |
$691K - $724K
|
66.9K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.24K- 13.59% |
$700K - $733K
|
46K
$4.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.28K- 2.31% |
$703K - $737K
|
308K
$30.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-7.5K- 28.61% |
$725K - $759K
|
18.7K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-7.58K- 49.32% |
$733K - $767K
|
7.79K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.79K- 9.59% |
$753K - $789K
|
73.4K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-7.81K- 23.83% |
$755K - $791K
|
25K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.9K- 54.99% |
$763K - $800K
|
6.47K
$639K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-7.91K- 2.41% |
$764K - $800K
|
320K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-8.12K- 16.33% |
$785K - $822K
|
41.6K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-8.13K- 6.98% |
$786K - $823K
|
108K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.27K- 17.95% |
$799K - $837K
|
37.8K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.27K- 24.25% |
$799K - $837K
|
25.8K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.29K- 16.69% |
$801K - $839K
|
41.4K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.57K- 28.9% |
$828K - $868K
|
21.1K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.59K- 4.61% |
$830K - $870K
|
178K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.62K- 1.35% |
$833K - $873K
|
632K
$62.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.77K- 34.76% |
$848K - $888K
|
16.5K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.8K- 64.95% |
$850K - $891K
|
4.75K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.89K- 8.17% |
$859K - $900K
|
99.9K
$9.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.89K- 94.13% |
$859K - $900K
|
554
$54.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.1K- 14.79% |
$879K - $921K
|
52.4K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.18K- 32.72% |
$887K - $929K
|
18.9K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-9.37K- 15.22% |
$905K - $948K
|
52.2K
$5.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.66K- 26.13% |
$933K - $978K
|
27.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9.89K- 60.07% |
$956K - $1M
|
6.58K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10.1K- 99.83% |
$977K - $1.02M
|
17
$1.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 10.65% |
$979K - $1.03M
|
85K
$8.39M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-10.6K- 29.37% |
$1.02M - $1.07M
|
25.5K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.8K- 20.76% |
$1.04M - $1.09M
|
41.2K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.9K- 10.26% |
$1.05M - $1.1M
|
95K
$9.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.1K- 47.81% |
$1.08M - $1.13M
|
12.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-11.3K- 18.37% |
$1.09M - $1.14M
|
50.2K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.6K- 3.84% |
$1.12M - $1.17M
|
290K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.7K- 39.44% |
$1.13M - $1.18M
|
18K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11.8K- 78.63% |
$1.14M - $1.19M
|
3.2K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12K- 12.44% |
$1.16M - $1.21M
|
84.3K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-12.1K- 20.23% |
$1.17M - $1.23M
|
47.8K
$4.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-12.4K- 6.4% |
$1.2M - $1.26M
|
181K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13K- 20.1% |
$1.25M - $1.31M
|
51.6K
$5.09M
|