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 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
230+ 11.44% |
$22K - $22.8K
|
2.24K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
222+ 1.13% |
$21.3K - $22K
|
19.8K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
219+ 2.61% |
$21K - $21.7K
|
8.61K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
215+ 3.71% |
$20.6K - $21.3K
|
6.01K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
210+ 3.2% |
$20.1K - $20.8K
|
6.77K
$670K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
209New |
$20K - $20.7K
|
209
$20.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
208+ 1.26% |
$19.9K - $20.6K
|
16.7K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
205+ 50.74% |
$19.6K - $20.3K
|
609
$60.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
193+ 1.56% |
$18.5K - $19.2K
|
12.6K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
193+ 1.63% |
$18.5K - $19.2K
|
12K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
191+ 22.68% |
$18.3K - $19K
|
1.03K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
189+ 1.21% |
$18.1K - $18.8K
|
15.8K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
189+ 1.68% |
$18.1K - $18.8K
|
11.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
189+ 7.55% |
$18.1K - $18.8K
|
2.69K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
174+ 4.32% |
$16.7K - $17.3K
|
4.2K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
174+ 5.69% |
$16.7K - $17.3K
|
3.23K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
169+ 3.62% |
$16.2K - $16.8K
|
4.84K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
168+ 3.76% |
$16.1K - $16.7K
|
4.63K
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
147+ 2.41% |
$14.1K - $14.6K
|
6.25K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
140+ 0.31% |
$13.4K - $13.9K
|
45K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137+ 0.6% |
$13.1K - $13.6K
|
22.9K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
135+ 10.36% |
$12.9K - $13.4K
|
1.44K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
134+ 2.04% |
$12.8K - $13.3K
|
6.69K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
133+ 8.01% |
$12.7K - $13.2K
|
1.79K
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
132New |
$12.7K - $13.1K
|
132
$13.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
127+ 2.83% |
$12.2K - $12.6K
|
4.62K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
126+ 2.37% |
$12.1K - $12.5K
|
5.45K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
123+ 0.77% |
$11.8K - $12.2K
|
16K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
116+ 0.54% |
$11.1K - $11.5K
|
21.6K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
114+ 19.93% |
$10.9K - $11.3K
|
686
$67.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 0.17% |
$10.5K - $10.9K
|
65.3K
$6.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
102+ 1.51% |
$9.78K - $10.1K
|
6.84K
$677K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$9.59K - $9.93K
|
100
$9.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
93+ 0.28% |
$8.91K - $9.23K
|
33.4K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
93+ 1.74% |
$8.91K - $9.23K
|
5.44K
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91+ 4.3% |
$8.72K - $9.03K
|
2.21K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
90+ 2.17% |
$8.63K - $8.93K
|
4.25K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
89+ 1.1% |
$8.53K - $8.83K
|
8.18K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
86+ 0.34% |
$8.24K - $8.54K
|
25.2K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
85+ 1.2% |
$8.15K - $8.44K
|
7.15K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
83+ 0.83% |
$7.96K - $8.24K
|
10.1K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
82+ 0.65% |
$7.86K - $8.14K
|
12.7K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
81+ 1.33% |
$7.76K - $8.04K
|
6.16K
$610K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 3.14% |
$7.67K - $7.94K
|
2.63K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
79+ 0.53% |
$7.57K - $7.84K
|
15.1K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
79+ 1.27% |
$7.57K - $7.84K
|
6.28K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 1.07% |
$7.48K - $7.74K
|
7.36K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
76+ 0.87% |
$7.28K - $7.54K
|
8.84K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 2.22% |
$7.19K - $7.44K
|
3.45K
$341K
|