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 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
20.9K+ 46.54% |
$2.02M - $2.12M
|
65.9K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
20.8K+ 32.81% |
$2.01M - $2.11M
|
84.3K
$8.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.7K+ 763.41% |
$2M - $2.09M
|
23.4K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
20.6K+ 36.26% |
$1.99M - $2.09M
|
77.5K
$7.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.6K+ 10.41% |
$1.99M - $2.08M
|
218K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
20.5K+ 33.32% |
$1.98M - $2.07M
|
82K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.3K+ 12.09% |
$1.96M - $2.06M
|
189K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
20.3K+ 3.83% |
$1.96M - $2.06M
|
551K
$54.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20.3K+ 27.56% |
$1.96M - $2.05M
|
93.9K
$9.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
20.2K+ 33.87% |
$1.95M - $2.05M
|
79.9K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
20.1K+ 12.12% |
$1.94M - $2.03M
|
186K
$18.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20K+ 7.51% |
$1.94M - $2.03M
|
287K
$28.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.95% |
$1.91M - $2M
|
36.7K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 20.44% |
$1.91M - $2M
|
117K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
19.7K+ 14.1% |
$1.9M - $1.99M
|
159K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.6KNew |
$1.89M - $1.98M
|
19.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.5K+ 5.17% |
$1.88M - $1.97M
|
396K
$38.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19.5K+ 26.84% |
$1.88M - $1.97M
|
92K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
19.4KNew |
$1.87M - $1.96M
|
19.4K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.3K+ 65.1% |
$1.86M - $1.95M
|
48.9K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 4.94% |
$1.85M - $1.94M
|
407K
$39.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18.5K+ 5.11% |
$1.79M - $1.87M
|
380K
$37.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
18.4KNew |
$1.78M - $1.86M
|
18.4K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.2KNew |
$1.76M - $1.84M
|
18.2K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.2K+ 83.09% |
$1.76M - $1.84M
|
40.1K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
18.1K+ 49.92% |
$1.75M - $1.84M
|
54.5K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.1K+ 14.36% |
$1.75M - $1.83M
|
144K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
18K+ 37.06% |
$1.74M - $1.83M
|
66.7K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
17.8KNew |
$1.72M - $1.8M
|
17.8K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17.7K+ 23.6% |
$1.71M - $1.79M
|
92.8K
$9.1M
|
|
|
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
$138M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
17.6K+ 34.47% |
$1.7M - $1.78M
|
68.5K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 4.35% |
$1.69M - $1.77M
|
420K
$41.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4K+ 12.92% |
$1.68M - $1.76M
|
152K
$14.9M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
17.4KNew |
$1.68M - $1.76M
|
17.4K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.89% |
$1.66M - $1.74M
|
611K
$59.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17KNew |
$1.65M - $1.72M
|
17K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 52.56% |
$1.64M - $1.72M
|
49.4K
$4.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
17K+ 43.02% |
$1.64M - $1.72M
|
56.5K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8KNew |
$1.62M - $1.7M
|
16.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 17.35% |
$1.61M - $1.68M
|
113K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
16.5K+ 7.88% |
$1.59M - $1.67M
|
226K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
16.4K+ 5.56% |
$1.59M - $1.66M
|
312K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
16.4KNew |
$1.58M - $1.66M
|
16.4K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16.2K+ 1.66% |
$1.57M - $1.64M
|
996K
$97.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16K+ 4.13% |
$1.55M - $1.62M
|
405K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16K+ 30.63% |
$1.54M - $1.61M
|
68K
$6.67M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15.9KNew |
$1.54M - $1.61M
|
15.9K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.61M
|
15.9K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.8K+ 46.58% |
$1.52M - $1.6M
|
49.6K
$4.87M
|