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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
34,189
shares
|
$3.3 Million
1.86% of portfolio
|
Q3 2024
Added 76.65%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
34,113
shares
|
$3.3 Million
0.17% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
33,955
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 25.54%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
33,953
shares
|
$3.28 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
33,844
shares
|
$3.27 Million
1.47% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
33,659
shares
|
$3.25 Million
0.71% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
33,616
shares
|
$3.25 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
33,606
shares
|
$3.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
33,330
shares
|
$3.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
33,300
shares
|
$3.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
33,062
shares
|
$3.2 Million
1.9% of portfolio
|
Q3 2024
Added 492.93%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
32,961
shares
|
$3.19 Million
0.45% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
32,774
shares
|
$3.17 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
32,660
shares
|
$3.16 Million
2.5% of portfolio
|
Q3 2023
Reduced 12.09%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
32,457
shares
|
$3.14 Million
2.25% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
32,430
shares
|
$3.13 Million
0.25% of portfolio
|
Q3 2023
Reduced 30.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
32,385
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
32,286
shares
|
$3.12 Million
0.09% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
32,178
shares
|
$3.11 Million
1.84% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
32,131
shares
|
$3.11 Million
2.57% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
31,936
shares
|
$3.09 Million
1.61% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
31,890
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
31,644
shares
|
$3.06 Million
1.69% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
31,628
shares
|
$3.06 Million
0.31% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,578
shares
|
$3.05 Million
0.1% of portfolio
|
Q3 2024
Added 6.36%
|