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 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-670- 7.99% |
$64.7K - $67.8K
|
7.72K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-673- 1.32% |
$65K - $68.1K
|
50.2K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-684- 0.64% |
$66.1K - $69.2K
|
107K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-709- 10.0% |
$68.5K - $71.8K
|
6.38K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-717- 7.78% |
$69.3K - $72.6K
|
8.5K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-720- 14.88% |
$69.6K - $72.9K
|
4.12K
$407K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-727- 62.89% |
$70.3K - $73.6K
|
429
$42.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$33K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-751- 36.26% |
$72.6K - $76K
|
1.32K
$130K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-753- 0.64% |
$72.8K - $76.2K
|
117K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 6.83% |
$72.9K - $76.3K
|
10.3K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-785- 5.51% |
$75.9K - $79.5K
|
13.5K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-788- 15.19% |
$76.2K - $79.8K
|
4.4K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-820- 19.57% |
$79.2K - $83K
|
3.37K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-830- 16.76% |
$80.2K - $84K
|
4.12K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-832- 6.62% |
$80.4K - $84.2K
|
11.7K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-850- 28.1% |
$82.1K - $86K
|
2.18K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-865- 16.14% |
$83.6K - $87.6K
|
4.49K
$444K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-869- 13.2% |
$84K - $88K
|
5.72K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-884- 3.2% |
$85.4K - $89.5K
|
26.7K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-896- 0.99% |
$86.6K - $90.7K
|
89.8K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-908- 6.16% |
$87.7K - $91.9K
|
13.8K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-924- 19.61% |
$89.3K - $93.5K
|
3.79K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-939- 20.66% |
$90.7K - $95.1K
|
3.61K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-947- 9.25% |
$91.5K - $95.9K
|
9.29K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-948- 9.65% |
$91.6K - $96K
|
8.87K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-949- 98.75% |
$91.7K - $96.1K
|
12
$1.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-977- 15.84% |
$94.4K - $98.9K
|
5.19K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-999- 7.11% |
$96.5K - $101K
|
13K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.01K- 11.54% |
$97.1K - $102K
|
7.71K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 21.1% |
$99.8K - $105K
|
3.86K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.04K- 21.03% |
$100K - $105K
|
3.89K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.06K- 10.61% |
$102K - $107K
|
8.92K
$881K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 31.61% |
$103K - $108K
|
2.3K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 7.08% |
$103K - $108K
|
14K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.07K- 4.42% |
$104K - $109K
|
23.2K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.08K- 8.24% |
$104K - $109K
|
12K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.1K- 12.94% |
$106K - $112K
|
7.41K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.11K- 5.71% |
$107K - $112K
|
18.3K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.12K- 20.13% |
$108K - $114K
|
4.45K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 18.72% |
$109K - $114K
|
4.89K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 9.87% |
$109K - $115K
|
10.3K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.15K- 25.74% |
$111K - $117K
|
3.33K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.16K- 0.42% |
$112K - $117K
|
274K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.66% |
$117K - $123K
|
17K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.22K- 6.39% |
$118K - $124K
|
17.9K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 24.46% |
$120K - $126K
|
3.83K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.26K- 6.35% |
$121K - $127K
|
18.5K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.26K- 4.09% |
$122K - $127K
|
29.5K
$2.92M
|