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 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-117- 4.19% |
$11.3K - $11.8K
|
2.68K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-120- 17.34% |
$11.6K - $12.1K
|
572
$56.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-121- 3.18% |
$11.7K - $12.2K
|
3.69K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-125- 1.33% |
$12.1K - $12.7K
|
9.31K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-125- 1.36% |
$12.1K - $12.7K
|
9.08K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132- 0.9% |
$12.8K - $13.4K
|
14.5K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-136- 0.5% |
$13.1K - $13.8K
|
27.1K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-137- 1.45% |
$13.2K - $13.9K
|
9.29K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-139- 5.28% |
$13.4K - $14.1K
|
2.49K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-140- 0.59% |
$13.5K - $14.2K
|
23.6K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-142- 1.21% |
$13.7K - $14.4K
|
11.6K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-146- 0.65% |
$14.1K - $14.8K
|
22.4K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-149- 2.17% |
$14.4K - $15.1K
|
6.72K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-152- 2.84% |
$14.7K - $15.4K
|
5.2K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-155- 1.74% |
$15K - $15.7K
|
8.77K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-159- 5.06% |
$15.4K - $16.1K
|
2.99K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-160- 5.59% |
$15.5K - $16.2K
|
2.7K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-170- 2.41% |
$16.4K - $17.2K
|
6.9K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-180- 6.64% |
$17.4K - $18.2K
|
2.53K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-180- 5.97% |
$17.4K - $18.2K
|
2.84K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-186- 8.47% |
$18K - $18.8K
|
2.01K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-192- 7.46% |
$18.6K - $19.4K
|
2.38K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 1.05% |
$19.3K - $20.2K
|
18.8K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-203- 4.21% |
$19.6K - $20.5K
|
4.62K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-203- 39.26% |
$19.6K - $20.5K
|
314
$31K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-204- 1.18% |
$19.7K - $20.7K
|
17K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-207- 2.05% |
$20K - $21K
|
9.88K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 23.97% |
$21.5K - $22.5K
|
704
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-225- 0.33% |
$21.7K - $22.8K
|
67.2K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-228- 0.58% |
$22K - $23.1K
|
39.3K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-229- 0.34% |
$22.1K - $23.2K
|
67K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-231- 3.4% |
$22.3K - $23.4K
|
6.56K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-234- 7.43% |
$22.6K - $23.7K
|
2.92K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-235- 3.65% |
$22.7K - $23.8K
|
6.21K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-242- 1.15% |
$23.4K - $24.5K
|
20.9K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-242- 0.53% |
$23.4K - $24.5K
|
45.3K
$4.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-248- 6.91% |
$24K - $25.1K
|
3.34K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-250- 7.07% |
$24.2K - $25.3K
|
3.29K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 4.12% |
$24.2K - $25.3K
|
5.81K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-252- 2.09% |
$24.4K - $25.5K
|
11.8K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-255- 91.07% |
$24.6K - $25.8K
|
25
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-258- 1.32% |
$24.9K - $26.1K
|
19.3K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-261- 3.97% |
$25.2K - $26.4K
|
6.31K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-262- 1.08% |
$25.3K - $26.5K
|
23.9K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 0.58% |
$25.5K - $26.7K
|
45.6K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-270- 2.29% |
$26.1K - $27.3K
|
11.5K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-271- 6.41% |
$26.2K - $27.4K
|
3.96K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-281- 0.44% |
$27.2K - $28.4K
|
63.8K
$6.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-282- 4.28% |
$27.3K - $28.5K
|
6.3K
$623K
|