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 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-286- 1.06% |
$27.6K - $29K
|
26.7K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-290- 9.92% |
$28K - $29.4K
|
2.63K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-291- 5.07% |
$28.1K - $29.5K
|
5.45K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-295- 18.46% |
$28.5K - $29.9K
|
1.3K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-302- 9.62% |
$29.2K - $30.6K
|
2.84K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-305- 20.01% |
$29.5K - $30.9K
|
1.22K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-308- 26.78% |
$29.8K - $31.2K
|
842
$83.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-315- 0.16% |
$30.4K - $31.9K
|
202K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-319- 3.75% |
$30.8K - $32.3K
|
8.18K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-319- 12.43% |
$30.8K - $32.3K
|
2.25K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-325- 8.03% |
$31.4K - $32.9K
|
3.72K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-337- 0.24% |
$32.6K - $34.1K
|
143K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-338- 12.45% |
$32.7K - $34.2K
|
2.38K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-357- 5.16% |
$34.5K - $36.1K
|
6.56K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-373- 3.13% |
$36K - $37.8K
|
11.5K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-375- 23.82% |
$36.2K - $38K
|
1.2K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-377- 2.09% |
$36.4K - $38.2K
|
17.7K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-382- 22.46% |
$36.9K - $38.7K
|
1.32K
$130K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-389- 15.03% |
$37.6K - $39.4K
|
2.2K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-395- 6.38% |
$38.2K - $40K
|
5.79K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-396- 4.54% |
$38.3K - $40.1K
|
8.33K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-398- 73.43% |
$38.5K - $40.3K
|
144
$14.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-399- 9.27% |
$38.6K - $40.4K
|
3.9K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-409- 30.41% |
$39.5K - $41.4K
|
936
$92.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-418- 12.15% |
$40.4K - $42.3K
|
3.02K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-422- 4.94% |
$40.8K - $42.7K
|
8.13K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-450- 1.04% |
$43.5K - $45.6K
|
43K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-455- 6.31% |
$44K - $46.1K
|
6.76K
$668K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-458- 6.46% |
$44.3K - $46.4K
|
6.63K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-470- 19.42% |
$45.4K - $47.6K
|
1.95K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-472- 23.72% |
$45.6K - $47.8K
|
1.52K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-475- 8.68% |
$45.9K - $48.1K
|
5K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-479- 12.54% |
$46.3K - $48.5K
|
3.34K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-481- 2.39% |
$46.5K - $48.7K
|
19.7K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-484- 1.49% |
$46.8K - $49K
|
32K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-492- 8.39% |
$47.5K - $49.8K
|
5.37K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 3.66% |
$48.3K - $50.6K
|
13.2K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-520- 2.8% |
$50.3K - $52.6K
|
18.1K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-553- 13.1% |
$53.4K - $56K
|
3.67K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-553- 6.57% |
$53.4K - $56K
|
7.87K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-554- 1.75% |
$53.5K - $56.1K
|
31.1K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-555- 1.1% |
$53.6K - $56.2K
|
49.9K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-575- 13.62% |
$55.6K - $58.2K
|
3.65K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-584- 5.51% |
$56.4K - $59.1K
|
10K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-601- 0.7% |
$58.1K - $60.8K
|
85.7K
$8.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-628- 2.04% |
$60.7K - $63.6K
|
30.1K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-652- 4.67% |
$63K - $66K
|
13.3K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-658- 1.47% |
$63.6K - $66.6K
|
44.1K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-664- 20.69% |
$64.2K - $67.2K
|
2.55K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-669- 8.99% |
$64.7K - $67.7K
|
6.77K
$669K
|