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
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-13K- 78.09% |
$1.26M - $1.32M
|
3.66K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13.8K- 4.71% |
$1.33M - $1.39M
|
279K
$27.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14K- 7.75% |
$1.35M - $1.42M
|
167K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-14.1K- 4.2% |
$1.36M - $1.42M
|
321K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 97.52% |
$1.36M - $1.43M
|
358
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.2K- 9.71% |
$1.37M - $1.43M
|
132K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.3K- 2.94% |
$1.38M - $1.45M
|
473K
$46.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 1.17% |
$1.4M - $1.47M
|
1.23M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 17.53% |
$1.41M - $1.48M
|
68.7K
$6.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 14.39% |
$1.41M - $1.48M
|
87.1K
$8.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-14.7K- 53.87% |
$1.42M - $1.49M
|
12.6K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 0.32% |
$1.43M - $1.49M
|
4.57M
$451M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.9K- 9.19% |
$1.44M - $1.5M
|
147K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 11.29% |
$1.44M - $1.51M
|
117K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-15.1K- 32.05% |
$1.46M - $1.53M
|
32K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15.5K- 7.71% |
$1.5M - $1.57M
|
185K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15.6K- 67.16% |
$1.5M - $1.58M
|
7.61K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.6K- 1.82% |
$1.51M - $1.58M
|
841K
$83M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-15.7K- 2.65% |
$1.52M - $1.59M
|
577K
$57M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.8K- 73.0% |
$1.53M - $1.6M
|
5.84K
$577K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-16.3K- 50.33% |
$1.57M - $1.64M
|
16K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-16.3K- 5.32% |
$1.58M - $1.65M
|
291K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.5K- 11.86% |
$1.59M - $1.67M
|
122K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-16.6K- 48.89% |
$1.6M - $1.68M
|
17.4K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.9% |
$1.61M - $1.68M
|
17
$1.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.8K- 28.71% |
$1.62M - $1.7M
|
41.6K
$4.11M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-17.8K- 40.56% |
$1.72M - $1.81M
|
26.1K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17.9K- 5.52% |
$1.73M - $1.82M
|
307K
$30.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.1K- 2.02% |
$1.74M - $1.83M
|
876K
$86.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.2K- 5.43% |
$1.85M - $1.94M
|
334K
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19.4K- 88.87% |
$1.88M - $1.97M
|
2.43K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.8K- 66.05% |
$1.91M - $2M
|
10.2K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-19.9K- 15.09% |
$1.92M - $2.02M
|
112K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-20.9K- 12.93% |
$2.02M - $2.11M
|
141K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21K- 2.4% |
$2.03M - $2.12M
|
853K
$84.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21K- 83.82% |
$2.03M - $2.13M
|
4.06K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.8K- 72.73% |
$2.11M - $2.2M
|
8.17K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-22K- 16.77% |
$2.13M - $2.23M
|
109K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-22K- 42.82% |
$2.13M - $2.23M
|
29.4K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-22.9K- 0.77% |
$2.21M - $2.32M
|
2.95M
$291M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.4K- 2.16% |
$2.27M - $2.37M
|
1.06M
$105M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-23.8K- 90.22% |
$2.3M - $2.41M
|
2.58K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-24.7K- 2.06% |
$2.39M - $2.5M
|
1.17M
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-24.9K- 30.41% |
$2.4M - $2.52M
|
56.9K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-24.9K- 11.3% |
$2.41M - $2.52M
|
196K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-25.3K- 46.06% |
$2.44M - $2.56M
|
29.6K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-25.6K- 51.99% |
$2.47M - $2.59M
|
23.6K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25.6K- 3.83% |
$2.48M - $2.59M
|
644K
$63.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 9.32% |
$2.66M - $2.79M
|
268K
$26.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-28.7K- 9.52% |
$2.78M - $2.91M
|
273K
$27M
|