Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 1,975 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,958
shares
|
$1.45 Million
0.51% of portfolio
|
Q3 2024
Added 216.24%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
14,944
shares
|
$1.45 Million
0.39% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.44 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
14,748
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,741
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
14,723
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.41 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
14,587
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,565
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
14,473
shares
|
$1.4 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
14,444
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
14,436
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,407
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,378
shares
|
$1.39 Million
0.89% of portfolio
|
Q3 2024
Added 30.7%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
14,219
shares
|
$1.38 Million
0.62% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
14,113
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
14,046
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Added 189.19%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
13,967
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13,925
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
13,902
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
13,652
shares
|
$1.32 Million
0.27% of portfolio
|
Q3 2024
Added 99.68%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
13,647
shares
|
$1.32 Million
0.69% of portfolio
|
Q3 2024
Added 0.92%
|