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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 37.75% |
$123K - $129K
|
4.63K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 5.39% |
$122K - $128K
|
24.8K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.25K+ 30.4% |
$121K - $126K
|
5.36K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 5.37% |
$120K - $126K
|
24.4K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.23K+ 1163.21% |
$119K - $125K
|
1.34K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.22K+ 24.03% |
$117K - $123K
|
6.27K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.21K+ 6.51% |
$117K - $123K
|
19.8K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.21K+ 4.7% |
$117K - $122K
|
26.9K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 2.57% |
$116K - $122K
|
48K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 7.73% |
$115K - $121K
|
16.6K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.17K+ 4.85% |
$113K - $119K
|
25.3K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.17K+ 4.44% |
$113K - $119K
|
27.6K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.17K+ 22.51% |
$113K - $119K
|
6.38K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.14K+ 4.0% |
$110K - $115K
|
29.6K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13K+ 15.21% |
$109K - $114K
|
8.54K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.13K+ 1.2% |
$109K - $114K
|
95.3K
$9.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.13K+ 11.98% |
$109K - $114K
|
10.5K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.13K+ 25.25% |
$109K - $114K
|
5.58K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.12KNew |
$108K - $113K
|
1.12K
$111K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.68% |
$108K - $113K
|
25.1K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.12K+ 3.47% |
$108K - $113K
|
33.3K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.11K+ 42.44% |
$107K - $113K
|
3.73K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.11K+ 9.03% |
$107K - $112K
|
13.4K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.08K+ 47.37% |
$105K - $110K
|
3.37K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.08K+ 1.11% |
$104K - $109K
|
98.3K
$9.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 0.99% |
$102K - $106K
|
107K
$10.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
1.05K+ 29.48% |
$102K - $106K
|
4.62K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 14.48% |
$101K - $106K
|
8.3K
$820K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.05K+ 12.11% |
$101K - $106K
|
9.72K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.05K+ 2.39% |
$101K - $106K
|
44.9K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.05K+ 0.74% |
$101K - $106K
|
143K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.03KNew |
$99.1K - $104K
|
1.03K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.02K+ 7.12% |
$99K - $104K
|
15.4K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 12.38% |
$98.4K - $103K
|
9.24K
$913K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.01K+ 10.05% |
$97.8K - $102K
|
11.1K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1K+ 775.97% |
$96.7K - $101K
|
1.13K
$112K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
991+ 16.76% |
$95.8K - $100K
|
6.9K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
990+ 16.66% |
$95.7K - $100K
|
6.93K
$685K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
988+ 4.06% |
$95.5K - $100K
|
25.3K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
985+ 2.74% |
$95.2K - $99.7K
|
36.9K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
969+ 42.93% |
$93.6K - $98.1K
|
3.23K
$319K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
959+ 675.35% |
$92.7K - $97.1K
|
1.1K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
956+ 6.56% |
$92.4K - $96.8K
|
15.5K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
955+ 6.0% |
$92.3K - $96.7K
|
16.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
928New |
$89.7K - $93.9K
|
928
$91.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
920+ 53.86% |
$88.9K - $93.1K
|
2.63K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
916+ 4.76% |
$88.5K - $92.7K
|
20.2K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
903+ 2.55% |
$87.3K - $91.4K
|
36.3K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
887+ 2.09% |
$85.7K - $89.8K
|
43.3K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
886+ 367.63% |
$85.6K - $89.7K
|
1.13K
$111K
|