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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
224K+ 9648.88% |
$21.6M - $22.7M
|
226K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
222K+ 21.34% |
$21.5M - $22.5M
|
1.26M
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
221K+ 215.33% |
$21.4M - $22.4M
|
324K
$32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
220KNew |
$21.3M - $22.3M
|
220K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
217K+ 2.5% |
$21M - $21.9M
|
8.88M
$878M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
208K+ 2.11% |
$20.1M - $21.1M
|
10.1M
$995M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
206KNew |
$19.9M - $20.8M
|
206K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
201K+ 30.44% |
$19.4M - $20.3M
|
860K
$85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
196K+ 2.84% |
$19M - $19.9M
|
7.11M
$702M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
195K+ 235.1% |
$18.8M - $19.7M
|
278K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
192KNew |
$18.6M - $19.4M
|
192K
$19M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
188K+ 10.26% |
$18.2M - $19M
|
2.02M
$200M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 134.82% |
$18M - $18.9M
|
325K
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
182KNew |
$17.6M - $18.5M
|
182K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
178K+ 106.25% |
$17.2M - $18.1M
|
346K
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
174KNew |
$16.8M - $17.6M
|
174K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
171K+ 4.22% |
$16.6M - $17.3M
|
4.23M
$418M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
168KNew |
$16.2M - $17M
|
168K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
165KNew |
$16M - $16.7M
|
165K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
165K+ 45.27% |
$15.9M - $16.7M
|
528K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
163K+ 90.08% |
$15.8M - $16.5M
|
344K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
162K+ 481.56% |
$15.6M - $16.4M
|
195K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 29.66% |
$15.4M - $16.1M
|
695K
$68.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
157KNew |
$15.1M - $15.8M
|
157K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
156K+ 44.87% |
$15.1M - $15.8M
|
503K
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
152KNew |
$14.6M - $15.3M
|
152K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
148K+ 13.37% |
$14.3M - $15M
|
1.25M
$124M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148K+ 13.91% |
$14.3M - $14.9M
|
1.21M
$120M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144K+ 64.26% |
$13.9M - $14.5M
|
367K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142K+ 2.8% |
$13.7M - $14.3M
|
5.2M
$514M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
141KNew |
$13.7M - $14.3M
|
141K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
141K+ 6353.6% |
$13.7M - $14.3M
|
144K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
140KNew |
$13.6M - $14.2M
|
140K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133K+ 166.44% |
$12.8M - $13.4M
|
212K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132K+ 16.43% |
$12.7M - $13.3M
|
933K
$92.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
129KNew |
$12.4M - $13M
|
129K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
127K+ 63.85% |
$12.3M - $12.8M
|
326K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
126K+ 94.47% |
$12.2M - $12.8M
|
259K
$25.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126K+ 5.92% |
$12.2M - $12.7M
|
2.25M
$222M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
123K+ 48.26% |
$11.9M - $12.5M
|
379K
$37.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
118K+ 13.11% |
$11.4M - $12M
|
1.02M
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118K+ 7.85% |
$11.4M - $12M
|
1.62M
$160M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
118K+ 4980.36% |
$11.4M - $11.9M
|
120K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116K+ 4.0% |
$11.2M - $11.8M
|
3.02M
$299M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
116K+ 51.71% |
$11.2M - $11.7M
|
340K
$33.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
116K+ 34.79% |
$11.2M - $11.7M
|
448K
$44.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
111KNew |
$10.7M - $11.3M
|
111K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
111K+ 37.71% |
$10.7M - $11.2M
|
404K
$39.9M
|