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 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.28K- 14.55% |
$124K - $129K
|
7.51K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.28K- 7.3% |
$124K - $130K
|
16.3K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.29K- 2.98% |
$125K - $131K
|
42.1K
$4.16M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.31K- 33.64% |
$127K - $133K
|
2.59K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.32K- 5.0% |
$128K - $134K
|
25.1K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.34K- 12.11% |
$130K - $136K
|
9.73K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 12.37% |
$131K - $137K
|
9.62K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 0.34% |
$133K - $139K
|
408K
$40.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.38K- 3.8% |
$133K - $139K
|
34.9K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.39K- 1.1% |
$134K - $140K
|
125K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 17.18% |
$135K - $142K
|
6.74K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.41K- 4.15% |
$136K - $143K
|
32.5K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 13.93% |
$139K - $146K
|
8.9K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 5.09% |
$140K - $147K
|
27K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.46K- 1.3% |
$141K - $147K
|
110K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47K- 14.01% |
$142K - $149K
|
9K
$889K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.49K- 27.56% |
$144K - $150K
|
3.91K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.49K- 22.41% |
$144K - $151K
|
5.15K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.5K- 3.02% |
$145K - $152K
|
48.2K
$4.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.52K- 36.59% |
$147K - $153K
|
2.63K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.55K- 4.98% |
$149K - $156K
|
29.5K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.55K- 0.75% |
$150K - $157K
|
206K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.56K- 1.15% |
$151K - $158K
|
134K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.58K- 1.62% |
$152K - $160K
|
95.9K
$9.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.28% |
$153K - $160K
|
564K
$55.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.63K- 20.32% |
$158K - $165K
|
6.39K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.65K- 24.53% |
$159K - $167K
|
5.08K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.71K- 2.68% |
$165K - $173K
|
61.8K
$6.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 7.28% |
$165K - $173K
|
21.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.74K- 8.51% |
$168K - $176K
|
18.7K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.75K- 42.12% |
$169K - $177K
|
2.4K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.75K- 5.97% |
$169K - $177K
|
27.5K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 0.4% |
$170K - $178K
|
432K
$42.7M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 6.17% |
$173K - $182K
|
27.3K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 7.93% |
$177K - $185K
|
21.3K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.83K- 12.69% |
$177K - $186K
|
12.6K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 14.27% |
$178K - $186K
|
11K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.84K- 36.07% |
$178K - $186K
|
3.26K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.84K- 1.82% |
$178K - $186K
|
99.6K
$9.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 10.26% |
$178K - $187K
|
16.2K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 12.18% |
$180K - $189K
|
13.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.88K- 3.55% |
$182K - $190K
|
51K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 3.99% |
$184K - $193K
|
45.8K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 0.36% |
$184K - $193K
|
528K
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.91K- 26.27% |
$185K - $194K
|
5.37K
$531K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.93K- 0.64% |
$186K - $195K
|
297K
$29.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.93K- 5.75% |
$187K - $196K
|
31.7K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.96K- 2.62% |
$190K - $199K
|
73.1K
$7.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.05K- 34.26% |
$198K - $208K
|
3.93K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.09K- 9.81% |
$202K - $211K
|
19.2K
$1.89M
|