Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 1,970 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
73,519
shares
|
$7.12 Million
4.91% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
72,910
shares
|
$7.06 Million
0.62% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
72,496
shares
|
$7.02 Million
0.64% of portfolio
|
Q3 2024
Added 67.04%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
72,417
shares
|
$7.01 Million
0.37% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
72,000
shares
|
$6.97 Million
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
71,908
shares
|
$6.96 Million
5.54% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
71,042
shares
|
$6.88 Million
0.49% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
71,000
shares
|
$6.88 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
70,539
shares
|
$6.83 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
70,430
shares
|
$6.82 Million
0.97% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
70,163
shares
|
$6.79 Million
5.5% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
69,237
shares
|
$6.7 Million
5.79% of portfolio
|
Q3 2024
Added 133.19%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.69 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
69,014
shares
|
$6.68 Million
2.34% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
68,935
shares
|
$6.68 Million
0.14% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
67,945
shares
|
$6.58 Million
2.53% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
67,461
shares
|
$6.53 Million
0.64% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
67,241
shares
|
$6.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
67,237
shares
|
$6.51 Million
3.52% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
67,177
shares
|
$6.51 Million
1.6% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
66,746
shares
|
$6.46 Million
4.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
66,540
shares
|
$6.44 Million
0.82% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
65,812
shares
|
$6.37 Million
2.59% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
65,711
shares
|
$6.36 Million
2.3% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
65,690
shares
|
$6.36 Million
6.94% of portfolio
|
Q3 2023
Reduced 21.52%
|