Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
930KNew |
$89.1M - $92.3M
|
930K
$92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863K+ 6.02% |
$82.7M - $85.6M
|
15.2M
$1.5B
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
450K+ 13.84% |
$43.1M - $44.6M
|
3.7M
$366M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
398K+ 6.81% |
$38.2M - $39.5M
|
6.25M
$618M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
348K+ 57.33% |
$33.3M - $34.5M
|
954K
$94.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336K+ 3.26% |
$32.2M - $33.3M
|
10.6M
$1.05B
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
271K+ 2.69% |
$26M - $26.9M
|
10.3M
$1.02B
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
252K+ 104.59% |
$24.2M - $25M
|
494K
$48.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
238KNew |
$22.8M - $23.6M
|
238K
$23.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
233K+ 131.3% |
$22.4M - $23.2M
|
411K
$40.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
205KNew |
$19.7M - $20.4M
|
205K
$20.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
205K+ 4.84% |
$19.6M - $20.3M
|
4.44M
$439M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
185K+ 1.11% |
$17.7M - $18.4M
|
16.9M
$1.67B
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
183K+ 69.86% |
$17.6M - $18.2M
|
446K
$44.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
174KNew |
$16.7M - $17.3M
|
174K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142K+ 128.33% |
$13.6M - $14.1M
|
253K
$25.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
141K+ 199.22% |
$13.5M - $14M
|
211K
$20.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
117K+ 47.31% |
$11.2M - $11.6M
|
365K
$36.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 352.42% |
$10.8M - $11.2M
|
145K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
108K+ 37.62% |
$10.4M - $10.7M
|
395K
$39.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
103K+ 16.8% |
$9.84M - $10.2M
|
713K
$70.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
90.7K+ 21.52% |
$8.69M - $9M
|
512K
$50.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
90K+ 22.29% |
$8.63M - $8.94M
|
494K
$48.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89.2K+ 387.91% |
$8.55M - $8.85M
|
112K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
86.7KNew |
$8.31M - $8.61M
|
86.7K
$8.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
85.6K+ 9.33% |
$8.21M - $8.5M
|
1M
$99.3M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.3K+ 96.08% |
$7.69M - $7.97M
|
164K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
79.6K+ 49.07% |
$7.63M - $7.9M
|
242K
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
75.7K+ 13.13% |
$7.26M - $7.52M
|
653K
$64.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75.3K+ 13.25% |
$7.22M - $7.48M
|
644K
$63.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.7K+ 15.12% |
$6.88M - $7.12M
|
546K
$54.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 2.33% |
$6.75M - $6.99M
|
3.09M
$306M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 1774.41% |
$5.88M - $6.09M
|
64.8K
$6.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
60.7KNew |
$5.82M - $6.02M
|
60.7K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
58.1K+ 97.01% |
$5.56M - $5.76M
|
118K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
57.6K+ 10.46% |
$5.52M - $5.72M
|
609K
$60.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50.4K+ 221.95% |
$4.84M - $5.01M
|
73.2K
$7.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48.2K+ 13.15% |
$4.62M - $4.79M
|
415K
$41.1M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47.3K+ 12.28% |
$4.53M - $4.69M
|
433K
$42.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43.5K+ 2.68% |
$4.17M - $4.32M
|
1.67M
$165M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
42.8K+ 3.39% |
$4.1M - $4.25M
|
1.31M
$129M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.2K+ 12.64% |
$4.05M - $4.19M
|
376K
$37.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
42K+ 50.54% |
$4.03M - $4.17M
|
125K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
42K+ 39.56% |
$4.03M - $4.17M
|
148K
$14.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41.3K+ 7.69% |
$3.96M - $4.1M
|
578K
$57.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
41K+ 12.19% |
$3.93M - $4.07M
|
378K
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.3K+ 2.66% |
$3.86M - $4M
|
1.55M
$154M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
40.1K+ 20.96% |
$3.84M - $3.98M
|
231K
$22.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.6K+ 10.39% |
$3.79M - $3.93M
|
420K
$41.6M
|