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 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-71.1K- 6.84% |
$6.87M - $7.2M
|
968K
$95M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-71.7K- 13.14% |
$6.93M - $7.26M
|
474K
$46.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-72K- 6.49% |
$6.96M - $7.29M
|
1.04M
$102M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72.2K- 41.15% |
$6.98M - $7.31M
|
103K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.3K- 8.11% |
$6.99M - $7.32M
|
819K
$80.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-75.6K- 48.11% |
$7.31M - $7.66M
|
81.6K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-77K- 92.89% |
$7.44M - $7.79M
|
5.89K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-77.7K- 76.2% |
$7.51M - $7.87M
|
24.3K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-83.2K- 95.74% |
$8.04M - $8.42M
|
3.7K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-86.2K- 23.14% |
$8.33M - $8.72M
|
286K
$28.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-89.3K- 89.99% |
$8.63M - $9.04M
|
9.93K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-90.2K- 53.22% |
$8.71M - $9.13M
|
79.3K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95.5K- 65.52% |
$9.23M - $9.67M
|
50.3K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-98.2K- 22.52% |
$9.49M - $9.94M
|
338K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-98.7K- 57.93% |
$9.54M - $9.99M
|
71.7K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-107K- 18.64% |
$10.3M - $10.8M
|
465K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-108K- 90.91% |
$10.5M - $11M
|
10.8K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-114K- 69.29% |
$11M - $11.5M
|
50.6K
$4.96M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-118K- 95.83% |
$11.4M - $11.9M
|
5.12K
$502K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-118K- 95.83% |
$11.4M - $11.9M
|
5.12K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 5.98% |
$11.4M - $12M
|
1.86M
$182M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-122K- 33.94% |
$11.7M - $12.3M
|
237K
$23.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-133K- 33.62% |
$12.8M - $13.5M
|
262K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-136K- 51.72% |
$13.1M - $13.8M
|
127K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-139K- 85.21% |
$13.4M - $14M
|
24.1K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-144K- 36.62% |
$13.9M - $14.6M
|
250K
$24.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-146K- 88.16% |
$14.1M - $14.8M
|
19.6K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-151K- 2.36% |
$14.6M - $15.3M
|
6.27M
$615M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168K- 60.2% |
$16.2M - $17M
|
111K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172K- 1.15% |
$16.6M - $17.4M
|
14.8M
$1.45B
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-174K- 80.21% |
$16.9M - $17.7M
|
43K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179K- 91.88% |
$17.3M - $18.1M
|
15.8K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-193K- 3.54% |
$18.7M - $19.6M
|
5.27M
$517M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-195K- 37.82% |
$18.9M - $19.8M
|
321K
$31.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-212K- 59.45% |
$20.5M - $21.5M
|
145K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-224K- 98.97% |
$21.6M - $22.7M
|
2.33K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-248K- 25.83% |
$24M - $25.1M
|
713K
$69.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-280K- 99.15% |
$27M - $28.3M
|
2.39K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-304K- 89.11% |
$29.4M - $30.8M
|
37.2K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-314K- 30.8% |
$30.4M - $31.8M
|
706K
$69.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-355K- 3.08% |
$34.3M - $35.9M
|
11.2M
$1.09B
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-415K- 43.46% |
$40.1M - $42M
|
540K
$53M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-454K- 27.29% |
$43.9M - $46M
|
1.21M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-490K- 73.46% |
$47.3M - $49.6M
|
177K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-543K- 18.25% |
$52.5M - $55M
|
2.43M
$239M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-598K- 11.0% |
$57.8M - $60.5M
|
4.83M
$474M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-674K- 15.72% |
$65.2M - $68.3M
|
3.62M
$355M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-685K- 48.21% |
$66.2M - $69.4M
|
736K
$72.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-952K- 14.1% |
$92M - $96.4M
|
5.8M
$569M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.48M- 57.55% |
$143M - $150M
|
1.09M
$107M
|