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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15.7K- 5.14% |
$1.5M - $1.55M
|
289K
$28.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.2K- 20.46% |
$1.55M - $1.61M
|
63K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-16.7K- 3.72% |
$1.6M - $1.65M
|
432K
$42.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.2K- 1.73% |
$1.65M - $1.71M
|
975K
$96.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.8K- 9.61% |
$1.7M - $1.76M
|
167K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18K- 3.12% |
$1.72M - $1.78M
|
557K
$55.1M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18.2K- 69.52% |
$1.74M - $1.8M
|
7.97K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-19.3K- 37.36% |
$1.85M - $1.92M
|
32.4K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-19.6K- 66.34% |
$1.88M - $1.94M
|
9.94K
$984K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-19.6K- 29.52% |
$1.88M - $1.94M
|
46.8K
$4.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.8K- 8.69% |
$1.89M - $1.96M
|
208K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.6K- 3.2% |
$2.26M - $2.34M
|
712K
$70.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.1K- 52.68% |
$2.31M - $2.4M
|
21.7K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-25.3K- 25.77% |
$2.43M - $2.51M
|
72.9K
$7.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-25.4K- 37.29% |
$2.43M - $2.52M
|
42.7K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 29.04% |
$2.47M - $2.56M
|
63K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25.9K- 32.48% |
$2.49M - $2.58M
|
53.9K
$5.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31.2K- 69.9% |
$2.99M - $3.1M
|
13.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.8K- 4.58% |
$3.05M - $3.15M
|
663K
$65.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-32K- 4.56% |
$3.07M - $3.18M
|
671K
$66.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-32.1K- 43.65% |
$3.08M - $3.19M
|
41.5K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-32.9K- 59.57% |
$3.15M - $3.27M
|
22.3K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-36.9K- 8.85% |
$3.53M - $3.66M
|
380K
$37.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-38.4K- 12.93% |
$3.68M - $3.81M
|
259K
$25.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-40K- 13.92% |
$3.83M - $3.97M
|
247K
$24.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40.4K- 2.49% |
$3.88M - $4.01M
|
1.58M
$157M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-42.9K- 89.44% |
$4.11M - $4.26M
|
5.07K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-44.5K- 39.51% |
$4.26M - $4.41M
|
68.1K
$6.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-54.5K- 4.03% |
$5.22M - $5.41M
|
1.3M
$128M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-54.7K- 17.91% |
$5.24M - $5.42M
|
250K
$24.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-56.9K- 29.09% |
$5.46M - $5.65M
|
139K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-57.7K- 43.62% |
$5.53M - $5.72M
|
74.5K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.2K- 69.29% |
$6.25M - $6.47M
|
28.9K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-69.3K- 63.46% |
$6.64M - $6.87M
|
39.9K
$3.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-69.9K- 15.61% |
$6.7M - $6.94M
|
378K
$37.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-70K- 67.79% |
$6.71M - $6.95M
|
33.3K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.9K- 94.98% |
$7.27M - $7.53M
|
4.01K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$59.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.5K- 4.39% |
$7.52M - $7.79M
|
1.71M
$169M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$78.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-80.5K- 80.7% |
$7.71M - $7.99M
|
19.3K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 10.23% |
$8.37M - $8.66M
|
766K
$75.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87.3K- 20.79% |
$8.37M - $8.67M
|
333K
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-90.7K- 75.58% |
$8.7M - $9M
|
29.3K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95.6K- 17.72% |
$9.16M - $9.49M
|
444K
$43.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-111K- 52.1% |
$10.6M - $11M
|
102K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116K- 90.42% |
$11.2M - $11.6M
|
12.3K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-128K- 29.95% |
$12.3M - $12.7M
|
299K
$29.6M
|