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
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.29% |
$1.64M - $1.7M
|
289K
$28.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.5K+ 6.91% |
$1.58M - $1.64M
|
256K
$25.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 93.15% |
$1.54M - $1.6M
|
33.3K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 11.82% |
$1.54M - $1.59M
|
152K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.4K+ 6.99% |
$1.48M - $1.53M
|
236K
$23.3M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
15.2K+ 33.34% |
$1.46M - $1.51M
|
60.9K
$6.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
14.6K+ 41.14% |
$1.4M - $1.45M
|
50.3K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 17.03% |
$1.39M - $1.44M
|
99.8K
$9.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
14K+ 23.8% |
$1.35M - $1.39M
|
73K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 1.98% |
$1.3M - $1.35M
|
701K
$69.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.4K+ 19.55% |
$1.28M - $1.33M
|
81.9K
$8.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12.8K+ 140.26% |
$1.23M - $1.27M
|
22K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5K+ 8.32% |
$1.2M - $1.24M
|
163K
$16.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 227.99% |
$1.16M - $1.2M
|
17.4K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.14M - $1.18M
|
11.9K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 5.09% |
$1.09M - $1.13M
|
235K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.06M - $1.1M
|
11K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
10.9K+ 15.05% |
$1.05M - $1.08M
|
83.4K
$8.25M
|
|
|
Apr 17, 2025
Q1 2025
|
P/E Global LLC
|
BUY
|
- |
10.8K+ 2.34% |
$1.04M - $1.07M
|
474K
$46.9M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 65.49% |
$1.02M - $1.06M
|
26.9K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 3.15% |
$992K - $1.03M
|
339K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$983K - $1.02M
|
10.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 4.91% |
$970K - $1M
|
216K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 322.01% |
$964K - $998K
|
13.2K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10K+ 42.7% |
$961K - $995K
|
33.5K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$967K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
9.43K+ 13.23% |
$904K - $936K
|
80.7K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 0.9% |
$903K - $935K
|
1.05M
$104M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.18K+ 4.85% |
$880K - $911K
|
198K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.86K+ 16.93% |
$850K - $880K
|
61.2K
$6.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.81K+ 53.95% |
$845K - $874K
|
25.1K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.76K+ 9.32% |
$839K - $869K
|
103K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.65K+ 15.66% |
$829K - $858K
|
63.9K
$6.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.51KNew |
$815K - $844K
|
8.51K
$842K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5K+ 100.0% |
$815K - $844K
|
17K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.26K+ 271.43% |
$791K - $820K
|
11.3K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.72KNew |
$740K - $766K
|
7.72K
$764K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.63K+ 20.68% |
$732K - $758K
|
44.5K
$4.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.59K+ 28.03% |
$728K - $753K
|
34.7K
$3.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$749K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.31K+ 47.76% |
$700K - $725K
|
22.6K
$2.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
7.07K+ 6.55% |
$678K - $702K
|
115K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
7.05K+ 1.37% |
$676K - $700K
|
521K
$51.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.95K+ 5.29% |
$666K - $689K
|
138K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.91K+ 3.21% |
$663K - $686K
|
223K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.85K+ 14.32% |
$656K - $680K
|
54.7K
$5.41M
|