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 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 9.39% |
$541K - $561K
|
54.5K
$5.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.72K- 29.56% |
$548K - $568K
|
13.6K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.74K- 10.95% |
$550K - $570K
|
46.7K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5.96K- 3.56% |
$571K - $591K
|
162K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.12K- 31.1% |
$587K - $607K
|
13.6K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.31K- 47.94% |
$605K - $626K
|
6.85K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.34K- 8.28% |
$608K - $629K
|
70.2K
$6.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.5K- 61.34% |
$623K - $646K
|
4.1K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.64K- 6.63% |
$636K - $659K
|
93.5K
$9.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 4.74% |
$638K - $661K
|
134K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 4.11% |
$656K - $680K
|
160K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-7.14K- 55.54% |
$685K - $709K
|
5.72K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.41K- 52.86% |
$711K - $736K
|
6.61K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.57K- 55.95% |
$726K - $752K
|
5.96K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7.61K- 20.06% |
$729K - $755K
|
30.3K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.7K- 16.79% |
$738K - $764K
|
38.2K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.75K- 3.65% |
$743K - $770K
|
205K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.94K- 1.77% |
$761K - $788K
|
440K
$43.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.95K- 32.19% |
$762K - $789K
|
16.7K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$9.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.17K- 17.75% |
$783K - $811K
|
37.9K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.19K- 5.59% |
$785K - $813K
|
138K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8.35K- 16.46% |
$800K - $828K
|
42.4K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.51K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.4K- 3.29% |
$901K - $933K
|
277K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.79K- 1.88% |
$938K - $972K
|
510K
$50.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.86K- 9.63% |
$945K - $979K
|
92.5K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 39.72% |
$963K - $997K
|
15.2K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.1K- 9.49% |
$966K - $1M
|
96.1K
$9.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.2K- 3.81% |
$977K - $1.01M
|
257K
$25.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 41.51% |
$985K - $1.02M
|
14.5K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11K- 6.0% |
$1.05M - $1.09M
|
172K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-11K- 10.07% |
$1.05M - $1.09M
|
98.2K
$9.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.1K- 2.73% |
$1.06M - $1.1M
|
396K
$39.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$126M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 19.92% |
$1.11M - $1.15M
|
46.4K
$4.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$79.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.6K- 42.17% |
$1.11M - $1.15M
|
15.9K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-12.1K- 74.65% |
$1.16M - $1.2M
|
4.09K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.1K- 3.07% |
$1.16M - $1.2M
|
382K
$37.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.8K- 59.27% |
$1.33M - $1.37M
|
9.52K
$942K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.6M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.1K- 11.86% |
$1.35M - $1.4M
|
105K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.4K- 88.88% |
$1.38M - $1.43M
|
1.8K
$178K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.5K- 61.45% |
$1.39M - $1.44M
|
9.1K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 2.92% |
$1.48M - $1.53M
|
512K
$50.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.6K- 5.07% |
$1.49M - $1.55M
|
292K
$28.9M
|