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 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
20.1K+ 12.12% |
$1.94M - $2.03M
|
186K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20K+ 7.51% |
$1.94M - $2.03M
|
287K
$28.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.95% |
$1.91M - $2M
|
36.7K
$3.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 20.44% |
$1.91M - $2M
|
117K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
19.7K+ 14.1% |
$1.9M - $1.99M
|
159K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.6KNew |
$1.89M - $1.98M
|
19.6K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.5K+ 5.17% |
$1.88M - $1.97M
|
396K
$39.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19.5K+ 26.84% |
$1.88M - $1.97M
|
92K
$9.09M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
19.4KNew |
$1.87M - $1.96M
|
19.4K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.3K+ 65.1% |
$1.86M - $1.95M
|
48.9K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 4.94% |
$1.85M - $1.94M
|
407K
$40.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18.5K+ 5.11% |
$1.79M - $1.87M
|
380K
$37.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
18.4KNew |
$1.78M - $1.86M
|
18.4K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.2KNew |
$1.76M - $1.84M
|
18.2K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.2K+ 83.09% |
$1.76M - $1.84M
|
40.1K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
18.1K+ 49.92% |
$1.75M - $1.84M
|
54.5K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.1K+ 14.36% |
$1.75M - $1.83M
|
144K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
18K+ 37.06% |
$1.74M - $1.83M
|
66.7K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
17.8KNew |
$1.72M - $1.8M
|
17.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17.7K+ 23.6% |
$1.71M - $1.79M
|
92.8K
$9.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17.6K+ 1.27% |
$1.7M - $1.78M
|
1.41M
$139M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
17.6K+ 34.47% |
$1.7M - $1.78M
|
68.5K
$6.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 4.35% |
$1.69M - $1.77M
|
420K
$41.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4K+ 12.92% |
$1.68M - $1.76M
|
152K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.89% |
$1.66M - $1.74M
|
611K
$60.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17KNew |
$1.65M - $1.72M
|
17K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 52.56% |
$1.64M - $1.72M
|
49.4K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
17K+ 43.02% |
$1.64M - $1.72M
|
56.5K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8KNew |
$1.62M - $1.7M
|
16.8K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 17.35% |
$1.61M - $1.68M
|
113K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
16.5K+ 7.88% |
$1.59M - $1.67M
|
226K
$22.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
16.4K+ 5.56% |
$1.59M - $1.66M
|
312K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
16.4KNew |
$1.58M - $1.66M
|
16.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16.2K+ 1.66% |
$1.57M - $1.64M
|
996K
$98.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16K+ 4.13% |
$1.55M - $1.62M
|
405K
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16K+ 30.63% |
$1.54M - $1.61M
|
68K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.61M
|
15.9K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.8K+ 46.58% |
$1.52M - $1.6M
|
49.6K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.7K+ 668.6% |
$1.52M - $1.59M
|
18.1K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
15.7K+ 17.17% |
$1.51M - $1.59M
|
107K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.4K+ 26.14% |
$1.49M - $1.56M
|
74.5K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15.2K+ 33.09% |
$1.47M - $1.54M
|
61.2K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
15.2K+ 13.7% |
$1.47M - $1.54M
|
126K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.2K+ 8.9% |
$1.47M - $1.54M
|
186K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
15.2KNew |
$1.47M - $1.54M
|
15.2K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15.1K+ 13.06% |
$1.46M - $1.53M
|
131K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
15.1K+ 1.27% |
$1.46M - $1.53M
|
1.2M
$119M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15.1K+ 25.23% |
$1.46M - $1.53M
|
75K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.7K+ 16.03% |
$1.42M - $1.48M
|
106K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.5K+ 8.41% |
$1.4M - $1.47M
|
187K
$18.5M
|