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
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
62.8K+ 301.06% |
$6.07M - $6.36M
|
83.6K
$8.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62.5K+ 38.73% |
$6.04M - $6.33M
|
224K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
62.3KNew |
$6.02M - $6.3M
|
62.3K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.9K+ 67.81% |
$5.89M - $6.17M
|
151K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
60.7K+ 227.85% |
$5.87M - $6.15M
|
87.4K
$8.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
60.2KNew |
$5.81M - $6.09M
|
60.2K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
60.2K+ 49.38% |
$5.81M - $6.09M
|
182K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
59.9KNew |
$5.78M - $6.06M
|
59.9K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
59.4K+ 1263.78% |
$5.74M - $6.01M
|
64.1K
$6.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
59KNew |
$5.7M - $5.97M
|
59K
$5.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
58KNew |
$5.61M - $5.88M
|
58K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
57.5K+ 384.8% |
$5.56M - $5.82M
|
72.4K
$7.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57.4K+ 28.02% |
$5.54M - $5.81M
|
262K
$25.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
56.8K+ 51.33% |
$5.49M - $5.75M
|
168K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
56.2K+ 9.31% |
$5.43M - $5.69M
|
660K
$65.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56.1KNew |
$5.42M - $5.68M
|
56.1K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
54.9K+ 76.37% |
$5.31M - $5.56M
|
127K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
54.2K+ 2.15% |
$5.24M - $5.49M
|
2.58M
$254M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
53.7KNew |
$5.19M - $5.44M
|
53.7K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
52.4K+ 4.3% |
$5.07M - $5.31M
|
1.27M
$126M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
52.4KNew |
$5.06M - $5.3M
|
52.4K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
52.2KNew |
$5.05M - $5.29M
|
52.2K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
51.6KNew |
$4.99M - $5.22M
|
51.6K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.4K+ 47.07% |
$4.97M - $5.21M
|
161K
$15.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
51KNew |
$4.93M - $5.16M
|
51K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
50.9K+ 306.46% |
$4.92M - $5.15M
|
67.5K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.7K+ 391.32% |
$4.9M - $5.14M
|
63.7K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
50.7KNew |
$4.9M - $5.13M
|
50.7K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.5K+ 81.92% |
$4.88M - $5.11M
|
112K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
49.8K+ 22.47% |
$4.81M - $5.04M
|
271K
$26.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
49.5K+ 7.85% |
$4.79M - $5.01M
|
681K
$67.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
49.2K+ 16.78% |
$4.76M - $4.98M
|
343K
$33.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.4K+ 14.22% |
$4.58M - $4.8M
|
381K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47.1K+ 29.18% |
$4.55M - $4.77M
|
209K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47.1K+ 663.53% |
$4.55M - $4.76M
|
54.1K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
46.9KNew |
$4.53M - $4.74M
|
46.9K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46.7K+ 4.68% |
$4.51M - $4.72M
|
1.04M
$103M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.2K+ 13.72% |
$4.47M - $4.68M
|
383K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
44.9K+ 4.53% |
$4.34M - $4.54M
|
1.03M
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44.7K+ 831.14% |
$4.32M - $4.53M
|
50.1K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
44.7K+ 3.64% |
$4.32M - $4.52M
|
1.27M
$126M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44.3KNew |
$4.28M - $4.48M
|
44.3K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
44K+ 2.99% |
$4.25M - $4.45M
|
1.51M
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
43K+ 6.68% |
$4.16M - $4.36M
|
687K
$67.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
42.7K+ 335.84% |
$4.13M - $4.32M
|
55.4K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$4.11M - $4.3M
|
42.5K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
42.4K+ 6.57% |
$4.1M - $4.3M
|
688K
$68M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
42K+ 8082.69% |
$4.06M - $4.25M
|
42.6K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.6K+ 7.88% |
$4.02M - $4.21M
|
570K
$56.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
41.4KNew |
$4M - $4.19M
|
41.4K
$4.09M
|