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
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.16K+ 5.1% |
$399K - $413K
|
85.7K
$8.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 0.62% |
$397K - $411K
|
669K
$66.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.11K+ 77.8% |
$394K - $408K
|
9.4K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.05K+ 14.26% |
$388K - $402K
|
32.4K
$3.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.91K+ 1.07% |
$375K - $388K
|
369K
$36.5M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.88K+ 3.32% |
$372K - $385K
|
121K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.83K+ 0.97% |
$367K - $380K
|
397K
$39.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.77KNew |
$362K - $374K
|
3.77K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.77KNew |
$361K - $374K
|
3.77K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.7KNew |
$354K - $367K
|
3.7K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 28.29% |
$353K - $365K
|
16.7K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
3.63KNew |
$348K - $360K
|
3.63K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.62K+ 6.38% |
$347K - $359K
|
60.4K
$5.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.59K+ 0.96% |
$344K - $356K
|
378K
$37.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.56KNew |
$341K - $353K
|
3.56K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$336K - $348K
|
3.5K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.48K+ 11.18% |
$333K - $345K
|
34.6K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.44KNew |
$330K - $342K
|
3.44K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.42KNew |
$328K - $339K
|
3.42K
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.39K+ 1.28% |
$325K - $336K
|
268K
$26.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
3.34K+ 85.98% |
$320K - $332K
|
7.23K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.32K+ 153.11% |
$319K - $330K
|
5.5K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.32KNew |
$318K - $329K
|
3.32K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.25KNew |
$311K - $322K
|
3.25K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 13.55% |
$311K - $322K
|
27.2K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
3.23K+ 6.71% |
$310K - $321K
|
51.4K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.22K+ 7.52% |
$309K - $320K
|
46.1K
$4.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.2K+ 17.55% |
$306K - $317K
|
21.4K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.19K+ 5.09% |
$306K - $317K
|
66K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 25.43% |
$305K - $316K
|
15.7K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.16K+ 9.96% |
$303K - $314K
|
34.9K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.12K+ 17.42% |
$299K - $310K
|
21K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.02K+ 6.28% |
$290K - $300K
|
51.1K
$5.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.99K+ 10.87% |
$287K - $297K
|
30.5K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2.99K+ 3.99% |
$286K - $297K
|
78K
$7.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.98K+ 14.02% |
$286K - $296K
|
24.2K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.98K+ 17.74% |
$285K - $295K
|
19.7K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.98K+ 3.02% |
$285K - $295K
|
102K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 7.25% |
$283K - $293K
|
43.6K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.81K+ 2.15% |
$270K - $279K
|
134K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.8K+ 11.47% |
$269K - $278K
|
27.2K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.77KNew |
$266K - $275K
|
2.77K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.76K+ 12.64% |
$264K - $274K
|
24.6K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.73KNew |
$262K - $271K
|
2.73K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.72K+ 4.29% |
$260K - $270K
|
66K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.7K+ 4.54% |
$259K - $268K
|
62K
$6.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.69K+ 8.7% |
$258K - $267K
|
33.6K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.64K+ 84.7% |
$253K - $262K
|
5.76K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.58K+ 0.26% |
$248K - $256K
|
998K
$98.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.55KNew |
$245K - $253K
|
2.55K
$253K
|