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 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.54K+ 2.04% |
$244K - $252K
|
127K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 4.96% |
$243K - $252K
|
53.7K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.4K+ 20.26% |
$230K - $238K
|
14.3K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.39K+ 0.77% |
$229K - $237K
|
314K
$31.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.39KNew |
$229K - $237K
|
2.39K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 33.46% |
$226K - $234K
|
9.41K
$931K
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.3K+ 39.92% |
$220K - $228K
|
8.06K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$224K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.25K+ 1.65% |
$215K - $223K
|
138K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.23K+ 56.79% |
$214K - $222K
|
6.17K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.19KNew |
$210K - $217K
|
2.19K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
2.19KNew |
$209K - $217K
|
2.19K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.17KNew |
$208K - $215K
|
2.17K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16K+ 1.42% |
$207K - $214K
|
154K
$15.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.13K+ 1.17% |
$204K - $211K
|
185K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.09KNew |
$200K - $207K
|
2.09K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.07KNew |
$198K - $205K
|
2.07K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.06K+ 1.34% |
$198K - $205K
|
156K
$15.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.06KNew |
$197K - $204K
|
2.06K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.03KNew |
$194K - $201K
|
2.03K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.98K+ 34.12% |
$189K - $196K
|
7.77K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.93K+ 11.61% |
$185K - $192K
|
18.6K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.93K+ 1.87% |
$185K - $191K
|
105K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.89K+ 6.77% |
$181K - $187K
|
29.7K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.86K+ 4.94% |
$178K - $184K
|
39.4K
$3.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 7.56% |
$177K - $184K
|
26.3K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.82K+ 6.04% |
$175K - $181K
|
32K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.82K+ 4.35% |
$175K - $181K
|
43.7K
$4.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.82K+ 6.06% |
$174K - $180K
|
31.8K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.81K+ 3.77% |
$173K - $180K
|
49.8K
$4.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.77K+ 13.05% |
$170K - $176K
|
15.4K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.76K+ 6.68% |
$169K - $174K
|
28.1K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.67K+ 1.45% |
$160K - $165K
|
116K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.66K+ 7.4% |
$159K - $164K
|
24K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.64K+ 6.85% |
$158K - $163K
|
25.7K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.64K+ 4.7% |
$157K - $162K
|
36.5K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.63K+ 28.7% |
$157K - $162K
|
7.32K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.59K+ 0.58% |
$152K - $158K
|
275K
$27.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58K+ 0.47% |
$151K - $157K
|
335K
$33.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 2.01% |
$149K - $154K
|
78.7K
$7.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.55K+ 8.74% |
$149K - $154K
|
19.3K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 20.56% |
$148K - $153K
|
9.07K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.54K+ 10.51% |
$148K - $153K
|
16.2K
$1.6M
|