Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.88K+ 0.68% |
$182K - $191K
|
281K
$27.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.87K+ 0.87% |
$181K - $189K
|
216K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$179K - $187K
|
1.85K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.85K+ 26.69% |
$178K - $187K
|
8.76K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.84K+ 6.32% |
$178K - $186K
|
30.9K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.83K+ 7.03% |
$177K - $185K
|
27.8K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 36.01% |
$176K - $185K
|
6.89K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.82K+ 13.83% |
$176K - $184K
|
15K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.81K+ 82.72% |
$175K - $184K
|
4.01K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.8K+ 5.79% |
$174K - $182K
|
32.9K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.76K+ 1.39% |
$170K - $178K
|
128K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 29.13% |
$170K - $178K
|
7.79K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 2.0% |
$169K - $177K
|
89.1K
$8.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.73K+ 3.45% |
$167K - $175K
|
51.7K
$5.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.72K+ 0.86% |
$166K - $174K
|
202K
$19.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 22.64% |
$163K - $171K
|
9.14K
$903K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$165K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.67K+ 0.55% |
$161K - $169K
|
305K
$30.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.67K+ 6.24% |
$161K - $169K
|
28.4K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.65K+ 53.33% |
$159K - $167K
|
4.74K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.65K+ 4.15% |
$159K - $167K
|
41.2K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 4.9% |
$158K - $165K
|
35K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.62KNew |
$156K - $163K
|
1.62K
$160K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.61K+ 8.18% |
$156K - $163K
|
21.3K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.61K+ 18.43% |
$156K - $163K
|
10.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.59K+ 50.2% |
$154K - $161K
|
4.77K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.59K+ 1.41% |
$154K - $161K
|
114K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 13.98% |
$153K - $160K
|
12.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.57K+ 1.62% |
$152K - $159K
|
98.6K
$9.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.56K+ 8.56% |
$151K - $158K
|
19.8K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.55K+ 8.7% |
$149K - $157K
|
19.3K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.53KNew |
$148K - $155K
|
1.53K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.52KNew |
$147K - $154K
|
1.52K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.52K+ 58.22% |
$147K - $154K
|
4.13K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.51K+ 21.07% |
$146K - $153K
|
8.66K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.47K+ 2.19% |
$142K - $149K
|
68.7K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.46KNew |
$141K - $148K
|
1.46K
$145K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 2.22% |
$141K - $147K
|
67.1K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.44K+ 2.22% |
$140K - $146K
|
66.5K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 12.23% |
$132K - $138K
|
12.5K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.35K+ 13.55% |
$130K - $137K
|
11.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.34K+ 1.71% |
$130K - $136K
|
80.1K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34K+ 0.78% |
$129K - $136K
|
173K
$17.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 2.02% |
$127K - $133K
|
66.3K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.31K+ 0.5% |
$126K - $132K
|
263K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 28.99% |
$126K - $132K
|
5.79K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 1.15% |
$124K - $130K
|
113K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.27K+ 1.69% |
$123K - $129K
|
76.6K
$7.56M
|