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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.5K- 1.92% |
$2.85M - $2.99M
|
1.51M
$149M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29.8K- 18.0% |
$2.88M - $3.01M
|
136K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-30K- 9.91% |
$2.9M - $3.03M
|
272K
$26.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-30.3K- 26.91% |
$2.93M - $3.07M
|
82.4K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-31.3K- 6.56% |
$3.02M - $3.17M
|
446K
$44M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-32.4K- 0.31% |
$3.13M - $3.28M
|
10.3M
$1.02B
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-33.3K- 22.52% |
$3.22M - $3.37M
|
115K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-34.2K- 7.16% |
$3.3M - $3.46M
|
443K
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.3K- 4.51% |
$3.31M - $3.47M
|
727K
$71.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34.5K- 7.6% |
$3.33M - $3.49M
|
419K
$41.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34.5K- 1.6% |
$3.34M - $3.49M
|
2.12M
$210M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-35.5K- 74.14% |
$3.43M - $3.6M
|
12.4K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-36.1K- 18.46% |
$3.49M - $3.65M
|
159K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-38.1K- 22.74% |
$3.68M - $3.86M
|
130K
$12.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-38.7K- 18.14% |
$3.74M - $3.92M
|
175K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-38.9K- 10.37% |
$3.76M - $3.94M
|
337K
$33.3M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-39.8KClosed |
$3.85M - $4.03M
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-41K- 73.03% |
$3.96M - $4.15M
|
15.1K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-43K- 98.96% |
$4.15M - $4.35M
|
450
$44.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 14.95% |
$4.2M - $4.4M
|
247K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-46K- 4.45% |
$4.44M - $4.65M
|
986K
$97.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-46.4K- 95.31% |
$4.48M - $4.69M
|
2.28K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46.4K- 93.06% |
$4.48M - $4.7M
|
3.46K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 4.62% |
$4.49M - $4.71M
|
959K
$94.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.3K- 60.83% |
$4.67M - $4.89M
|
31.1K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-48.8K- 63.91% |
$4.71M - $4.94M
|
27.5K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.1K- 10.44% |
$4.84M - $5.07M
|
430K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-51.1K- 97.25% |
$4.94M - $5.17M
|
1.45K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.7K- 8.03% |
$4.99M - $5.23M
|
592K
$58.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.4K- 58.09% |
$5.06M - $5.3M
|
37.8K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53K- 80.99% |
$5.13M - $5.37M
|
12.5K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55.9K- 94.73% |
$5.4M - $5.66M
|
3.11K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 38.81% |
$5.7M - $5.97M
|
93K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-59.3K- 1.89% |
$5.73M - $6M
|
3.08M
$304M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62.7K- 83.27% |
$6.06M - $6.35M
|
12.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-64.5K- 23.61% |
$6.23M - $6.53M
|
209K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-65.4K- 38.27% |
$6.32M - $6.62M
|
105K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-65.5K- 8.48% |
$6.33M - $6.63M
|
707K
$69.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67K- 6.24% |
$6.48M - $6.79M
|
1.01M
$99.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-68.7K- 10.05% |
$6.64M - $6.96M
|
615K
$60.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-69.1K- 2.97% |
$6.68M - $7M
|
2.26M
$223M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-71.1K- 6.84% |
$6.87M - $7.2M
|
968K
$95.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-72K- 6.49% |
$6.96M - $7.29M
|
1.04M
$103M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72.2K- 41.15% |
$6.98M - $7.31M
|
103K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.3K- 8.11% |
$6.99M - $7.32M
|
819K
$80.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-75.6K- 48.11% |
$7.31M - $7.66M
|
81.6K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-77K- 92.89% |
$7.44M - $7.79M
|
5.89K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-77.7K- 76.2% |
$7.51M - $7.87M
|
24.3K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-83.2K- 95.74% |
$8.04M - $8.42M
|
3.7K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-86.2K- 23.14% |
$8.33M - $8.72M
|
286K
$28.3M
|