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 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.44K- 6.25% |
$234K - $242K
|
36.6K
$3.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.46K- 8.35% |
$235K - $244K
|
26.9K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.49K- 5.99% |
$239K - $247K
|
39.1K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.52K- 5.08% |
$241K - $250K
|
47.1K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.56K- 0.61% |
$245K - $254K
|
418K
$41.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.56K- 55.47% |
$246K - $254K
|
2.06K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.62K- 3.57% |
$251K - $260K
|
70.7K
$7M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.64K- 6.99% |
$253K - $262K
|
35.2K
$3.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.68K- 5.86% |
$257K - $266K
|
43.1K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.7K- 3.27% |
$258K - $267K
|
79.7K
$7.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.71K- 10.48% |
$260K - $269K
|
23.1K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.71K- 15.11% |
$260K - $269K
|
15.2K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.72K- 21.56% |
$260K - $269K
|
9.88K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-2.73K- 17.99% |
$262K - $271K
|
12.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.76K- 53.46% |
$264K - $274K
|
2.4K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.94K- 21.05% |
$281K - $291K
|
11K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.98K- 3.48% |
$286K - $296K
|
82.6K
$8.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.99K- 35.94% |
$287K - $297K
|
5.33K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.04K- 23.14% |
$292K - $302K
|
10.1K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.13K- 6.0% |
$300K - $311K
|
49.1K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.19K- 4.28% |
$305K - $316K
|
71.3K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.2K- 9.04% |
$306K - $317K
|
32.2K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.2K- 7.79% |
$307K - $317K
|
37.9K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.32K- 10.39% |
$318K - $330K
|
28.7K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.43K- 36.9% |
$329K - $340K
|
5.86K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 25.45% |
$336K - $348K
|
10.3K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.63K- 41.75% |
$347K - $360K
|
5.06K
$501K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.83K- 4.18% |
$367K - $380K
|
87.9K
$8.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 0.61% |
$369K - $382K
|
628K
$62.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.89K- 9.42% |
$373K - $386K
|
37.4K
$3.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.05K- 40.18% |
$388K - $401K
|
6.02K
$596K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 95.37% |
$403K - $417K
|
204
$20.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.35K- 53.14% |
$417K - $431K
|
3.83K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.37K- 30.99% |
$418K - $433K
|
9.72K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.37K- 33.84% |
$419K - $433K
|
8.54K
$845K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.4K- 9.27% |
$422K - $437K
|
43.1K
$4.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.42K- 27.14% |
$423K - $438K
|
11.9K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.43K- 97.77% |
$424K - $439K
|
101
$10K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.59K- 44.47% |
$440K - $455K
|
5.73K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.6K- 10.42% |
$440K - $456K
|
39.5K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.62K- 46.23% |
$442K - $458K
|
5.37K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.63K- 34.45% |
$444K - $459K
|
8.81K
$872K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.8K- 3.01% |
$460K - $476K
|
154K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.83K- 19.88% |
$463K - $479K
|
19.4K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 5.8% |
$484K - $501K
|
82.1K
$8.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.14K- 6.27% |
$493K - $510K
|
76.8K
$7.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.24K- 70.34% |
$502K - $520K
|
2.21K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 46.26% |
$503K - $520K
|
6.09K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-5.29K- 4.66% |
$507K - $525K
|
108K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.54K- 45.74% |
$531K - $549K
|
6.57K
$650K
|