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 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-670- 23.79% |
$64.2K - $66.5K
|
2.15K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-678- 3.71% |
$65K - $67.3K
|
17.6K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-681- 24.4% |
$65.3K - $67.6K
|
2.11K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-683- 1.02% |
$65.5K - $67.8K
|
66.2K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-705- 3.1% |
$67.6K - $70K
|
22K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-713- 7.33% |
$68.3K - $70.8K
|
9.02K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-722- 47.56% |
$69.2K - $71.7K
|
796
$78.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-733- 13.57% |
$70.3K - $72.8K
|
4.67K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-769- 6.66% |
$73.7K - $76.3K
|
10.8K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-773- 1.67% |
$74.1K - $76.7K
|
45.6K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-786- 6.47% |
$75.3K - $78K
|
11.4K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-788- 4.63% |
$75.5K - $78.2K
|
16.2K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-800- 12.9% |
$76.7K - $79.4K
|
5.4K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-804- 4.55% |
$77.1K - $79.8K
|
16.9K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-838- 6.36% |
$80.3K - $83.2K
|
12.3K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-846- 22.95% |
$81.1K - $84K
|
2.84K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-866- 15.17% |
$83K - $86K
|
4.84K
$480K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-869- 1.93% |
$83.3K - $86.2K
|
44.2K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-877- 2.51% |
$84.1K - $87K
|
34K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-886- 2.94% |
$84.9K - $87.9K
|
29.2K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-887- 8.7% |
$85K - $88K
|
9.3K
$921K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-900- 2.48% |
$86.3K - $89.3K
|
35.4K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-901- 2.24% |
$86.4K - $89.4K
|
39.4K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-902- 12.49% |
$86.5K - $89.5K
|
6.32K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-918- 2.1% |
$88K - $91.1K
|
42.9K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-933- 17.97% |
$89.4K - $92.6K
|
4.26K
$422K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-942- 85.56% |
$90.3K - $93.5K
|
159
$15.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-953- 15.33% |
$91.3K - $94.6K
|
5.27K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-965- 0.35% |
$92.5K - $95.8K
|
277K
$27.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-969- 1.93% |
$92.9K - $96.2K
|
49.2K
$4.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.03K- 4.7% |
$98.3K - $102K
|
20.8K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.03K- 4.47% |
$99K - $103K
|
22.1K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 6.49% |
$99.4K - $103K
|
14.9K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 2.85% |
$100K - $104K
|
35.7K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 1.18% |
$107K - $111K
|
94K
$9.31M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.12K- 1.67% |
$107K - $111K
|
65.9K
$6.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.14K- 10.08% |
$109K - $113K
|
10.2K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 29.85% |
$110K - $114K
|
2.69K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.15K- 0.38% |
$110K - $114K
|
302K
$29.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.15K- 1.08% |
$110K - $114K
|
106K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.16K- 0.33% |
$111K - $115K
|
345K
$34.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.16K- 3.92% |
$111K - $115K
|
28.4K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.19K- 10.98% |
$114K - $119K
|
9.69K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 14.6% |
$115K - $119K
|
7.04K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.23K- 4.15% |
$117K - $122K
|
28.3K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.24K- 21.54% |
$119K - $123K
|
4.53K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.25K- 6.17% |
$120K - $124K
|
19K
$1.88M
|