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
|
Regions Financial Corp
|
BUY
|
- |
10.5K+ 3.79% |
$1.01M - $1.06M
|
287K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10.5K+ 48.69% |
$1.01M - $1.06M
|
31.9K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 14.73% |
$999K - $1.05M
|
80.5K
$7.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
10.2K+ 11.2% |
$987K - $1.03M
|
101K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2KNew |
$985K - $1.03M
|
10.2K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 2.49% |
$983K - $1.03M
|
418K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10.1KNew |
$977K - $1.02M
|
10.1K
$999K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
10KNew |
$969K - $1.02M
|
10K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10K+ 71.83% |
$967K - $1.01M
|
23.9K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9.96K+ 12.96% |
$962K - $1.01M
|
86.8K
$8.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
9.95KNew |
$961K - $1.01M
|
9.95K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.94K+ 10.85% |
$961K - $1.01M
|
102K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
9.8K+ 7.0% |
$947K - $992K
|
150K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
9.78K+ 6.71% |
$945K - $990K
|
155K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9.75K+ 7.86% |
$942K - $987K
|
134K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.68K+ 9.11% |
$935K - $980K
|
116K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
9.3K+ 43.02% |
$898K - $941K
|
30.9K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.29K+ 219.1% |
$898K - $941K
|
13.5K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.18K+ 2.23% |
$887K - $930K
|
420K
$41.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.06K+ 18.7% |
$876K - $917K
|
57.5K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
9.04KNew |
$874K - $915K
|
9.04K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.86K+ 49.49% |
$856K - $896K
|
26.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
8.79KNew |
$850K - $890K
|
8.79K
$869K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.79KNew |
$849K - $890K
|
8.79K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.75K+ 37.5% |
$846K - $886K
|
32.1K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.75K+ 4.06% |
$846K - $886K
|
224K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
8.69KNew |
$840K - $879K
|
8.69K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
8.59K+ 3.6% |
$830K - $869K
|
247K
$24.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.41K+ 65.37% |
$812K - $851K
|
21.3K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.39KNew |
$810K - $849K
|
8.39K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.34KNew |
$806K - $845K
|
8.34K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.24K+ 1.26% |
$797K - $834K
|
665K
$65.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.22K+ 4.14% |
$795K - $832K
|
207K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8.17K+ 40.95% |
$790K - $827K
|
28.1K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8.1K+ 202.5% |
$783K - $820K
|
12.1K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.09KNew |
$782K - $819K
|
8.09K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
8.08KNew |
$781K - $818K
|
8.08K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.06K+ 3.72% |
$779K - $816K
|
225K
$22.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.05K+ 7.62% |
$778K - $815K
|
114K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.05K+ 23.36% |
$777K - $814K
|
42.5K
$4.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 10.4% |
$776K - $813K
|
85.3K
$8.42M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8KNew |
$773K - $809K
|
8K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.96K+ 14.38% |
$769K - $806K
|
63.3K
$6.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.95K+ 12.08% |
$768K - $805K
|
73.8K
$7.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.95K+ 4.28% |
$768K - $805K
|
194K
$19.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
7.91K+ 20.96% |
$765K - $801K
|
45.7K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.76K+ 2.62% |
$749K - $785K
|
303K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
7.69K+ 7.38% |
$743K - $778K
|
112K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.67K+ 3.04% |
$741K - $777K
|
260K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.58K+ 1.81% |
$732K - $767K
|
427K
$42.2M
|