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 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.43K+ 92.66% |
$617K - $639K
|
13.4K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.41K+ 4.79% |
$614K - $636K
|
140K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.37K+ 8.35% |
$611K - $632K
|
82.6K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
6.35K+ 8.19% |
$608K - $630K
|
83.8K
$8.3M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.32K+ 4.31% |
$606K - $627K
|
153K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.26K+ 104.75% |
$600K - $621K
|
12.2K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.24K+ 5.35% |
$598K - $619K
|
123K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
6.01KNew |
$576K - $597K
|
6.01K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
5.94K+ 2.67% |
$569K - $590K
|
228K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.81K+ 0.26% |
$557K - $576K
|
2.26M
$223M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.69KNew |
$546K - $565K
|
5.69K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.68K+ 42.42% |
$544K - $564K
|
19.1K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.67K+ 3.63% |
$544K - $563K
|
162K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.64K+ 8.2% |
$540K - $559K
|
74.3K
$7.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.56KNew |
$533K - $552K
|
5.56K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.39K+ 4.4% |
$516K - $535K
|
128K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.38K+ 31.07% |
$516K - $534K
|
22.7K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.38K+ 3.44% |
$516K - $534K
|
162K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.38K+ 1.74% |
$516K - $534K
|
314K
$31.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$510K - $529K
|
405K
$40.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.31KNew |
$509K - $527K
|
5.31K
$526K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.29K+ 7.76% |
$507K - $525K
|
73.5K
$7.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
5.23K+ 82.37% |
$501K - $519K
|
11.6K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.19K+ 2.75% |
$498K - $515K
|
194K
$19.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.19KNew |
$497K - $515K
|
5.19K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
5.06K+ 7.49% |
$485K - $502K
|
72.5K
$7.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.02K+ 6.8% |
$481K - $498K
|
78.8K
$7.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.97K+ 8.79% |
$476K - $493K
|
61.4K
$6.08M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.95K+ 4.72% |
$474K - $491K
|
110K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.95K+ 14.19% |
$474K - $491K
|
39.8K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.86K+ 41.63% |
$466K - $482K
|
16.5K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 93.44% |
$466K - $482K
|
10.1K
$996K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.84K+ 1.06% |
$464K - $481K
|
462K
$45.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$464K - $480K
|
4.84K
$479K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.84K+ 0.61% |
$464K - $480K
|
804K
$79.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.74K+ 5.28% |
$454K - $470K
|
94.6K
$9.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.72K+ 5.97% |
$452K - $468K
|
83.7K
$8.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$450K - $466K
|
4.7K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 4.47% |
$450K - $466K
|
110K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.62K+ 173.47% |
$442K - $458K
|
7.28K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.6K+ 8.58% |
$441K - $457K
|
58.2K
$5.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
4.6K+ 3.38% |
$441K - $456K
|
141K
$13.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.59K+ 23.17% |
$440K - $456K
|
24.4K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.51K+ 1.55% |
$432K - $448K
|
295K
$29.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.5K+ 1.71% |
$431K - $447K
|
267K
$26.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.44K+ 2.54% |
$426K - $441K
|
179K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
4.34K+ 39.86% |
$416K - $431K
|
15.2K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.32KNew |
$414K - $429K
|
4.32K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 255.72% |
$410K - $424K
|
5.94K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.19KNew |
$401K - $416K
|
4.19K
$415K
|