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
|
Pds Planning, Inc
|
BUY
|
- |
43K+ 6.68% |
$4.16M - $4.36M
|
687K
$67.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
42.7K+ 335.84% |
$4.13M - $4.32M
|
55.4K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$4.11M - $4.3M
|
42.5K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
42.4K+ 6.57% |
$4.1M - $4.3M
|
688K
$67.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
42K+ 8082.69% |
$4.06M - $4.25M
|
42.6K
$4.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.6K+ 7.88% |
$4.02M - $4.21M
|
570K
$55.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
41.4KNew |
$4M - $4.19M
|
41.4K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
41.1KNew |
$3.97M - $4.16M
|
41.1K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 3.16% |
$3.96M - $4.15M
|
1.34M
$131M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
40.9K+ 8.94% |
$3.96M - $4.14M
|
499K
$49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.4K+ 6.79% |
$3.91M - $4.09M
|
635K
$62.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40.2K+ 5.54% |
$3.89M - $4.07M
|
766K
$75.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40K+ 8.01% |
$3.87M - $4.05M
|
539K
$52.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
40K+ 7.15% |
$3.87M - $4.05M
|
599K
$58.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
39.7KNew |
$3.84M - $4.02M
|
39.7K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
39.6K+ 126.02% |
$3.83M - $4.01M
|
71.1K
$6.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
39.3K+ 34.17% |
$3.8M - $3.98M
|
154K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38.8K+ 111.45% |
$3.75M - $3.92M
|
73.6K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
38.3KNew |
$3.7M - $3.88M
|
38.3K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
37.9KNew |
$3.67M - $3.84M
|
37.9K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
37.6KNew |
$3.63M - $3.8M
|
37.6K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
37.5K+ 1.29% |
$3.62M - $3.79M
|
2.94M
$288M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
36.9K+ 13.83% |
$3.57M - $3.73M
|
304K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
36.8K+ 14.68% |
$3.56M - $3.72M
|
288K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36.7K+ 38.84% |
$3.54M - $3.71M
|
131K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36.2K+ 4.52% |
$3.49M - $3.66M
|
835K
$82M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
35.7KNew |
$3.45M - $3.61M
|
35.7K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
35.6K+ 8.32% |
$3.44M - $3.6M
|
463K
$45.4M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
34.9KNew |
$3.37M - $3.53M
|
34.9K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
34.4K+ 14.6% |
$3.33M - $3.48M
|
270K
$26.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34.3K+ 7.16% |
$3.32M - $3.48M
|
514K
$50.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
34.1K+ 10.33% |
$3.3M - $3.46M
|
365K
$35.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.1K+ 11.56% |
$3.29M - $3.45M
|
329K
$32.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33.8K+ 10.54% |
$3.26M - $3.42M
|
354K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.7K+ 18.23% |
$3.26M - $3.41M
|
219K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32.1K+ 4.37% |
$3.1M - $3.25M
|
767K
$75.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
32K+ 2.38% |
$3.09M - $3.24M
|
1.38M
$135M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
31.6K+ 10.69% |
$3.05M - $3.2M
|
327K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
31.5KNew |
$3.04M - $3.19M
|
31.5K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
31.3K+ 3.32% |
$3.03M - $3.17M
|
976K
$95.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
31.3K+ 29.69% |
$3.02M - $3.17M
|
137K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
31.2K+ 6.29% |
$3.02M - $3.16M
|
528K
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
30.9K+ 267.59% |
$2.99M - $3.13M
|
42.5K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
30.7K+ 3.46% |
$2.97M - $3.11M
|
918K
$90M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.5K+ 40.91% |
$2.95M - $3.09M
|
105K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
30.4K+ 15.46% |
$2.94M - $3.08M
|
227K
$22.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
30.2K+ 7.16% |
$2.92M - $3.05M
|
452K
$44.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
30.2KNew |
$2.92M - $3.05M
|
30.2K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.9M - $3.04M
|
30.1K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
30K+ 45.15% |
$2.9M - $3.04M
|
96.6K
$9.48M
|