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 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
654+ 2.49% |
$62.7K - $64.9K
|
26.9K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
646+ 18.12% |
$61.9K - $64.1K
|
4.21K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
617+ 5.59% |
$59.1K - $61.2K
|
11.7K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
595+ 2.35% |
$57K - $59.1K
|
25.9K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
589+ 5.06% |
$56.5K - $58.5K
|
12.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 10.39% |
$55.6K - $57.6K
|
6.16K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
554+ 0.24% |
$53.1K - $55K
|
236K
$23.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
548+ 2.74% |
$52.5K - $54.4K
|
20.6K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
548+ 0.83% |
$52.5K - $54.4K
|
66.5K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
546+ 2.04% |
$52.3K - $54.2K
|
27.3K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
545+ 2.14% |
$52.2K - $54.1K
|
26K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$52.6K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
526+ 0.62% |
$50.4K - $52.2K
|
85.5K
$8.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 9.59% |
$47.3K - $49K
|
5.65K
$559K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
477+ 7.64% |
$45.7K - $47.3K
|
6.72K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
468+ 1.34% |
$44.9K - $46.4K
|
35.4K
$3.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$45.9K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
463+ 178.76% |
$44.4K - $46K
|
722
$71.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
436+ 3.85% |
$41.8K - $43.3K
|
11.7K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
435+ 12.27% |
$41.7K - $43.2K
|
3.98K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
429+ 7.47% |
$41.1K - $42.6K
|
6.17K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
409+ 19.98% |
$39.2K - $40.6K
|
2.46K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
398+ 6.32% |
$38.1K - $39.5K
|
6.7K
$663K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
394+ 1.25% |
$37.8K - $39.1K
|
31.9K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
384+ 1.76% |
$36.8K - $38.1K
|
22.2K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
381+ 4.94% |
$36.5K - $37.8K
|
8.09K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
373+ 124.33% |
$35.8K - $37K
|
673
$66.6K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$36.6K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
367+ 2.42% |
$35.2K - $36.4K
|
15.5K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
364+ 5.78% |
$34.9K - $36.1K
|
6.67K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
350+ 7.65% |
$33.5K - $34.7K
|
4.93K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
345+ 15.07% |
$33.1K - $34.2K
|
2.63K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
344+ 0.27% |
$33K - $34.1K
|
126K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
344+ 12.33% |
$33K - $34.1K
|
3.13K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
338+ 2.7% |
$32.4K - $33.5K
|
12.8K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
337+ 9.28% |
$32.3K - $33.4K
|
3.97K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
320+ 0.52% |
$30.7K - $31.8K
|
62.1K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
303+ 4.95% |
$29K - $30.1K
|
6.42K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
292+ 3.2% |
$28K - $29K
|
9.42K
$932K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
291+ 0.41% |
$27.9K - $28.9K
|
71.4K
$7.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
274+ 4.96% |
$26.3K - $27.2K
|
5.8K
$574K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
271+ 1.84% |
$26K - $26.9K
|
15K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
265+ 0.64% |
$25.4K - $26.3K
|
41.7K
$4.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
264+ 3.85% |
$25.3K - $26.2K
|
7.13K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
257+ 0.92% |
$24.6K - $25.5K
|
28.1K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
256+ 7.49% |
$24.5K - $25.4K
|
3.67K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
248+ 6.44% |
$23.8K - $24.6K
|
4.1K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
243+ 10.63% |
$23.3K - $24.1K
|
2.53K
$250K
|