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 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-192- 5.9% |
$18.4K - $19.1K
|
3.06K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-193- 5.08% |
$18.5K - $19.2K
|
3.6K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200- 1.36% |
$19.2K - $19.9K
|
14.5K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-205- 6.81% |
$19.6K - $20.3K
|
2.8K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-214- 9.17% |
$20.5K - $21.2K
|
2.12K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-219- 2.71% |
$21K - $21.7K
|
7.86K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-229- 4.35% |
$21.9K - $22.7K
|
5.04K
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-229- 1.35% |
$21.9K - $22.7K
|
16.8K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-232- 0.98% |
$22.2K - $23K
|
23.3K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-237- 7.21% |
$22.7K - $23.5K
|
3.05K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.58% |
$24K - $24.8K
|
5.2K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-253- 2.54% |
$24.3K - $25.1K
|
9.69K
$960K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-258- 1.54% |
$24.7K - $25.6K
|
16.5K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-264- 2.48% |
$25.3K - $26.2K
|
10.4K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-280- 0.85% |
$26.8K - $27.8K
|
32.6K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-283- 60.34% |
$27.1K - $28.1K
|
186
$18.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-284- 2.41% |
$27.2K - $28.2K
|
11.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-289- 1.4% |
$27.7K - $28.7K
|
20.4K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-302- 67.87% |
$28.9K - $30K
|
143
$14.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-303- 3.34% |
$29K - $30.1K
|
8.78K
$869K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-309- 9.28% |
$29.6K - $30.7K
|
3.02K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-323- 8.04% |
$31K - $32.1K
|
3.69K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-330- 2.78% |
$31.6K - $32.8K
|
11.6K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-335- 25.38% |
$32.1K - $33.2K
|
985
$97.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-345- 7.77% |
$33.1K - $34.2K
|
4.1K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-372- 13.25% |
$35.7K - $36.9K
|
2.44K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-387- 68.62% |
$37.1K - $38.4K
|
177
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-423- 0.71% |
$40.5K - $42K
|
59K
$5.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-426- 11.61% |
$40.8K - $42.3K
|
3.24K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-430- 31.88% |
$41.2K - $42.7K
|
919
$91K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-431- 14.13% |
$41.3K - $42.8K
|
2.62K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-433- 17.37% |
$41.5K - $43K
|
2.06K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-438- 69.86% |
$42K - $43.5K
|
189
$18.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-438- 2.38% |
$42K - $43.5K
|
17.9K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-455- 2.98% |
$43.6K - $45.2K
|
14.8K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-459- 0.31% |
$44K - $45.6K
|
149K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-460- 1.48% |
$44.1K - $45.7K
|
30.6K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-480- 15.27% |
$46K - $47.6K
|
2.66K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-490- 4.17% |
$47K - $48.6K
|
11.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-491- 1.37% |
$47.1K - $48.7K
|
35.3K
$3.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-491- 39.5% |
$47.1K - $48.7K
|
752
$74.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-500- 11.19% |
$47.9K - $49.6K
|
3.97K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-540- 44.3% |
$51.8K - $53.6K
|
679
$67.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-546- 1.09% |
$52.3K - $54.2K
|
49.8K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-588- 22.07% |
$56.4K - $58.4K
|
2.08K
$206K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-619- 7.58% |
$59.3K - $61.4K
|
7.55K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-625- 0.28% |
$59.9K - $62K
|
224K
$22.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-645- 51.97% |
$61.8K - $64K
|
596
$59K
|