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 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.53K+ 6.31% |
$146K - $151K
|
25.7K
$2.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 41.17% |
$143K - $148K
|
5.12K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 14.34% |
$141K - $146K
|
11.8K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 1.28% |
$139K - $144K
|
115K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.42K+ 22.67% |
$136K - $141K
|
7.69K
$761K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.42K+ 2.11% |
$136K - $141K
|
68.5K
$6.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.4KNew |
$134K - $139K
|
1.4K
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$134K - $139K
|
75.7K
$7.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 13.81% |
$132K - $136K
|
11.3K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$134K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 10.07% |
$129K - $133K
|
14.7K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 8.1% |
$129K - $133K
|
17.9K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 52.38% |
$122K - $127K
|
3.71K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.27K+ 24.6% |
$122K - $126K
|
6.42K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$120K - $124K
|
68K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 2.27% |
$120K - $124K
|
56.1K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.23K+ 13.69% |
$118K - $122K
|
10.2K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 45.28% |
$118K - $122K
|
3.94K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.17K+ 0.82% |
$112K - $116K
|
144K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.16K+ 43.81% |
$112K - $116K
|
3.82K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12K+ 13.6% |
$108K - $111K
|
9.38K
$928K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 5.59% |
$106K - $110K
|
20.9K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08K+ 11.22% |
$104K - $108K
|
10.7K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.05K+ 2.47% |
$101K - $104K
|
43.6K
$4.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.04KNew |
$99.5K - $103K
|
1.04K
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.03K+ 101.48% |
$98.6K - $102K
|
2.04K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.03K+ 12.0% |
$98.3K - $102K
|
9.58K
$948K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.01K+ 31.37% |
$97K - $100K
|
4.24K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1K+ 45.45% |
$95.9K - $99.3K
|
3.2K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
969+ 4.58% |
$92.9K - $96.2K
|
22.1K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
968+ 7.74% |
$92.8K - $96.1K
|
13.5K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
952+ 2.28% |
$91.2K - $94.5K
|
42.7K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
878+ 18.95% |
$84.2K - $87.1K
|
5.51K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
843+ 0.47% |
$80.8K - $83.7K
|
178K
$17.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
837+ 0.59% |
$80.2K - $83.1K
|
142K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
832+ 15.87% |
$79.7K - $82.6K
|
6.08K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
831+ 24.98% |
$79.7K - $82.5K
|
4.16K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
820+ 14.93% |
$78.6K - $81.4K
|
6.31K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
802+ 15.09% |
$76.9K - $79.6K
|
6.12K
$606K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
787+ 25.24% |
$75.4K - $78.1K
|
3.91K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
760+ 1.4% |
$72.8K - $75.4K
|
54.9K
$5.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 6.47% |
$71.9K - $74.4K
|
12.3K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
739+ 3.76% |
$70.8K - $73.3K
|
20.4K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
737+ 0.79% |
$70.6K - $73.1K
|
93.5K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
701+ 2.33% |
$67.2K - $69.6K
|
30.8K
$3.04M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
685+ 7.38% |
$65.7K - $68K
|
9.96K
$986K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
676+ 1.96% |
$64.8K - $67.1K
|
35.2K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
674+ 125.75% |
$64.6K - $66.9K
|
1.21K
$120K
|