Purchases and Sales Made in Q1 2025 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 11, 2025 Q1 2025
Principia Wealth Advisory, LLC

Dallas, TX
SELL
 -
-10
Closed
$959 - $993
0 $0
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-15
- 25.0%
$1.44K - $1.49K
45 $4.45K
Apr 18, 2025 Q1 2025
Dhjj Financial Advisors, Ltd.

SELL
 -
-17
- 3.94%
$1.63K - $1.69K
414 $41K
Apr 15, 2025 Q1 2025
Noble Wealth Management Pbc

Greenwood Village, CO
SELL
 -
-22
- 73.33%
$2.11K - $2.18K
8 $792
May 01, 2025 Q1 2025
V2 Financial Group LLC

Naperville, IL
SELL
 -
-23
- 0.2%
$2.2K - $2.28K
11.5K $1.14M
Apr 11, 2025 Q1 2025
Princeton Global Asset Management LLC

SELL
 -
-25
- 0.19%
$2.4K - $2.48K
13K $1.29M
Apr 16, 2025 Q1 2025
Thomasville National Bank

SELL
 -
-25
- 0.6%
$2.4K - $2.48K
4.11K $407K
Apr 21, 2025 Q1 2025
Trivant Custom Portfolio Group, LLC

San Diego, CA
SELL
 -
-31
- 2.74%
$2.97K - $3.08K
1.1K $109K
Apr 22, 2025 Q1 2025
Tanglewood Legacy Advisors, LLC

Houston, TX
SELL
 -
-33
- 18.64%
$3.16K - $3.28K
144 $14.3K
May 02, 2025 Q1 2025
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-36
- 1.18%
$3.45K - $3.57K
3.01K $298K
Apr 29, 2025 Q1 2025
Morris Financial Concepts, Inc.

SELL
 -
-39
- 1.46%
$3.74K - $3.87K
2.63K $260K
Apr 18, 2025 Q1 2025
Gsb Wealth Management, LLC

SELL
 -
-42
- 0.21%
$4.03K - $4.17K
20.3K $2.01M
May 02, 2025 Q1 2025
Bear Mountain Capital, Inc.

Seattle, WA
SELL
 -
-45
- 12.57%
$4.31K - $4.47K
313 $31K
Apr 16, 2025 Q1 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
SELL
 -
-48
- 3.26%
$4.6K - $4.76K
1.43K $141K
Apr 22, 2025 Q1 2025
Verus Wealth Management, LLC

De Pere, WI
SELL
 -
-50
- 1.4%
$4.79K - $4.96K
3.52K $349K
Apr 08, 2025 Q1 2025
Hardin Capital Partners, LLC

Greenville, SC
SELL
 -
-51
- 1.46%
$4.89K - $5.06K
3.44K $340K
Apr 25, 2025 Q1 2025
Washington Trust Advisors, Inc.

SELL
 -
-51
- 16.24%
$4.89K - $5.06K
263 $26K
Apr 22, 2025 Q1 2025
Union Savings Bank

Litchfield, CT
SELL
 -
-52
- 0.62%
$4.98K - $5.16K
8.31K $822K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
SELL
 -
-59
- 29.35%
$5.66K - $5.86K
142 $14.1K
Apr 15, 2025 Q1 2025
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-60
- 42.25%
$5.75K - $5.96K
82 $8.12K
Apr 28, 2025 Q1 2025
Novem Group

Rochester, NY
SELL
 -
-66
- 2.97%
$6.33K - $6.55K
2.16K $213K
Apr 09, 2025 Q1 2025
Mc Lean Asset Management Corp

SELL
 -
-75
- 0.28%
$7.19K - $7.44K
26.6K $2.63M
Apr 29, 2025 Q1 2025
Simmons Bank

SELL
 -
-75
- 0.18%
$7.19K - $7.44K
42.6K $4.22M
Apr 22, 2025 Q1 2025
Madison Wealth Partners, Inc

SELL
 -
-75
- 0.85%
$7.19K - $7.44K
8.8K $871K
May 02, 2025 Q1 2025
Concord Wealth Partners

SELL
 -
-78
- 10.96%
$7.48K - $7.74K
634 $62.8K
Apr 22, 2025 Q1 2025
Country Trust Bank

SELL
 -
-80
- 0.01%
$7.67K - $7.94K
1.2M $119M
Apr 18, 2025 Q1 2025
Central Trust CO

Jefferson City, MO
SELL
 -
-81
- 3.12%
$7.76K - $8.04K
2.52K $249K
Apr 08, 2025 Q1 2025
Allied Investment Advisors, LLC

SELL
 -
-81
- 3.45%
$7.76K - $8.04K
2.27K $225K
Apr 30, 2025 Q1 2025
Moloney Securities Asset Management, LLC

SELL
 -
-94
- 2.18%
$9.01K - $9.33K
4.22K $418K
Apr 24, 2025 Q1 2025
Crescent Grove Advisors, LLC

SELL
 -
-96
- 2.94%
$9.2K - $9.53K
3.17K $314K
Apr 30, 2025 Q1 2025
Rik Saylor Financial, Inc.

Fairfield, OH
SELL
 -
-98
- 0.36%
$9.39K - $9.73K
27K $2.67M
Apr 23, 2025 Q1 2025
E&G Advisors, LP

SELL
 -
-100
- 0.24%
$9.59K - $9.93K
42K $4.16M
Apr 14, 2025 Q1 2025
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-109
- 4.17%
$10.4K - $10.8K
2.51K $248K
Apr 17, 2025 Q1 2025
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-111
- 1.76%
$10.6K - $11K
6.2K $614K
May 01, 2025 Q1 2025
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-113
- 4.28%
$10.8K - $11.2K
2.53K $250K
Apr 30, 2025 Q1 2025
Cfo4 Life Group, LLC

SELL
 -
-122
- 2.77%
$11.7K - $12.1K
4.28K $424K
Apr 30, 2025 Q1 2025
Bank Hapoalim Bm

SELL
 -
-127
- 1.34%
$12.2K - $12.6K
9.35K $925K
Apr 15, 2025 Q1 2025
Capital Advisors, Ltd. LLC

SELL
 -
-134
- 3.59%
$12.8K - $13.3K
3.6K $356K
Apr 15, 2025 Q1 2025
Total Wealth Planning, LLC

SELL
 -
-135
- 1.04%
$12.9K - $13.4K
12.8K $1.27M
Apr 23, 2025 Q1 2025
Img Wealth Management, Inc.

Jacksonville, FL
SELL
 -
-141
- 24.35%
$13.5K - $14K
438 $43.4K
Apr 23, 2025 Q1 2025
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
SELL
 -
-141
- 23.74%
$13.5K - $14K
453 $44.8K
May 01, 2025 Q1 2025
Transcendent Capital Group LLC

Edmond, OK
SELL
 -
-144
- 3.7%
$13.8K - $14.3K
3.74K $371K
Apr 30, 2025 Q1 2025
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-145
- 0.75%
$13.9K - $14.4K
19.1K $1.89M
May 02, 2025 Q1 2025
Summit X, LLC

Chesterfield, MO
SELL
 -
-157
- 3.77%
$15K - $15.6K
4K $396K
Apr 03, 2025 Q1 2025
Central Pacific Bank Trust Division

Honolulu, HI
SELL
 -
-161
- 1.82%
$15.4K - $16K
8.67K $858K
Apr 11, 2025 Q1 2025
Successful Portfolios LLC

SELL
 -
-161
- 2.09%
$15.4K - $16K
7.53K $746K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
SELL
 -
-165
- 29.78%
$15.8K - $16.4K
389 $38.5K
Apr 29, 2025 Q1 2025
Proffitt & Goodson Inc

SELL
 -
-182
- 3.19%
$17.4K - $18.1K
5.53K $548K
Apr 18, 2025 Q1 2025
Rakuten Securities, Inc.

Tokyo, M0
SELL
 -
-188
- 16.68%
$18K - $18.7K
939 $93K

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