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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.56K- 48.28% |
$344K - $360K
|
3.81K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.64K- 1.95% |
$352K - $368K
|
183K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.67K- 0.53% |
$355K - $372K
|
690K
$67.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.69K- 9.59% |
$357K - $374K
|
34.8K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-3.77K- 27.87% |
$364K - $381K
|
9.74K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 2.06% |
$374K - $392K
|
184K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.9K- 3.2% |
$376K - $394K
|
118K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.9K- 6.99% |
$377K - $395K
|
51.9K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.92K- 64.36% |
$379K - $397K
|
2.17K
$213K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.99K- 56.97% |
$385K - $404K
|
3.01K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.02K- 44.83% |
$388K - $407K
|
4.94K
$485K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.09K- 21.63% |
$395K - $414K
|
14.8K
$1.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-4.12K- 12.24% |
$398K - $417K
|
29.5K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.16K- 38.38% |
$402K - $421K
|
6.68K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.18K- 63.43% |
$403K - $423K
|
2.41K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.28K- 5.51% |
$414K - $433K
|
73.3K
$7.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-4.29K- 2.09% |
$414K - $434K
|
201K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.32K- 39.13% |
$418K - $438K
|
6.73K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 37.24% |
$418K - $438K
|
7.28K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-4.35K- 8.34% |
$420K - $440K
|
47.8K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 4.29% |
$426K - $446K
|
98.3K
$9.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.45K- 1.86% |
$430K - $450K
|
235K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.46K- 6.93% |
$431K - $451K
|
59.8K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.49K- 19.6% |
$434K - $454K
|
18.4K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.5K- 48.42% |
$435K - $455K
|
4.79K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.52K- 2.3% |
$437K - $458K
|
192K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.58K- 2.8% |
$443K - $464K
|
159K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.64K- 6.03% |
$448K - $469K
|
72.2K
$7.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.67K- 61.36% |
$451K - $473K
|
2.94K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.69K- 26.46% |
$453K - $475K
|
13K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.7K- 2.04% |
$454K - $476K
|
226K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.87K- 11.51% |
$471K - $493K
|
37.4K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.92K- 22.05% |
$476K - $498K
|
17.4K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.93K- 3.09% |
$477K - $499K
|
155K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.99K- 9.5% |
$482K - $505K
|
47.5K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.03K- 3.05% |
$486K - $509K
|
160K
$15.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-5.05K- 60.47% |
$488K - $511K
|
3.3K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.1K- 58.89% |
$493K - $517K
|
3.56K
$350K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-5.11K- 30.3% |
$494K - $517K
|
11.7K
$1.15M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.28K- 7.44% |
$510K - $535K
|
65.7K
$6.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.33K- 5.82% |
$515K - $539K
|
86.3K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 29.98% |
$521K - $546K
|
12.6K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.46K- 42.86% |
$528K - $553K
|
7.28K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 50.32% |
$530K - $555K
|
5.42K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-5.5K- 34.78% |
$532K - $557K
|
10.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.53K- 1.28% |
$534K - $559K
|
425K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.55K- 27.35% |
$536K - $562K
|
14.7K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.71K- 4.65% |
$552K - $578K
|
117K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.75K- 0.87% |
$556K - $582K
|
654K
$64.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-5.82K- 34.86% |
$563K - $589K
|
10.9K
$1.07M
|