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 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
28.5K+ 20.77% |
$2.76M - $2.89M
|
166K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.3K+ 57.93% |
$2.74M - $2.87M
|
77.2K
$7.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
27.8K+ 5.46% |
$2.69M - $2.81M
|
537K
$53M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
27.7K+ 177.85% |
$2.68M - $2.8M
|
43.3K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
27.5K+ 11.01% |
$2.65M - $2.78M
|
277K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27.2K+ 9.81% |
$2.63M - $2.75M
|
305K
$30.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
27.1KNew |
$2.62M - $2.75M
|
27.1K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.1KNew |
$2.62M - $2.74M
|
27.1K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.9K+ 23.22% |
$2.6M - $2.72M
|
143K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
26.9K+ 46.42% |
$2.6M - $2.72M
|
84.8K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
26.6K+ 5.07% |
$2.57M - $2.69M
|
551K
$54.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.4K+ 54.47% |
$2.55M - $2.67M
|
74.7K
$7.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26.3KNew |
$2.54M - $2.66M
|
26.3K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25.7K+ 7.55% |
$2.48M - $2.6M
|
365K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.5K+ 33.38% |
$2.47M - $2.58M
|
102K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
25.3K+ 18.77% |
$2.45M - $2.56M
|
160K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
25.2KNew |
$2.43M - $2.55M
|
25.2K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.1KNew |
$2.43M - $2.54M
|
25.1K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25KNew |
$2.41M - $2.53M
|
25K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
24.5KNew |
$2.36M - $2.48M
|
24.5K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$2.36M - $2.47M
|
24.4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.2K+ 25.61% |
$2.34M - $2.45M
|
119K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.1K+ 9.52% |
$2.32M - $2.43M
|
277K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.8K+ 136.9% |
$2.3M - $2.41M
|
41.3K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23.8K+ 84.58% |
$2.3M - $2.41M
|
51.9K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
23.5K+ 3.46% |
$2.27M - $2.38M
|
703K
$69.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
23.5K+ 4.25% |
$2.27M - $2.38M
|
577K
$57M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23.3K+ 278.25% |
$2.25M - $2.36M
|
31.7K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
23.1K+ 33.57% |
$2.24M - $2.34M
|
92.1K
$9.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
23K+ 16.66% |
$2.22M - $2.33M
|
161K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
22.7KNew |
$2.19M - $2.3M
|
22.7K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
22.6K+ 3.86% |
$2.19M - $2.29M
|
609K
$60.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.4K+ 5.32% |
$2.17M - $2.27M
|
444K
$43.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.4KNew |
$2.16M - $2.26M
|
22.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22.3K+ 117.64% |
$2.15M - $2.26M
|
41.2K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$2.12M - $2.22M
|
22K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.8KNew |
$2.11M - $2.21M
|
21.8K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21.7K+ 206.15% |
$2.1M - $2.2M
|
32.3K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21.5KNew |
$2.08M - $2.17M
|
21.5K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21.2K+ 4.97% |
$2.05M - $2.15M
|
448K
$44.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
20.9K+ 46.54% |
$2.02M - $2.12M
|
65.9K
$6.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
20.8K+ 32.81% |
$2.01M - $2.11M
|
84.3K
$8.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.7K+ 763.41% |
$2M - $2.09M
|
23.4K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
20.6K+ 36.26% |
$1.99M - $2.09M
|
77.5K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.6K+ 10.41% |
$1.99M - $2.08M
|
218K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
20.5K+ 33.32% |
$1.98M - $2.07M
|
82K
$8.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.3K+ 12.09% |
$1.96M - $2.06M
|
189K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
20.3K+ 3.83% |
$1.96M - $2.06M
|
551K
$54.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20.3K+ 27.56% |
$1.96M - $2.05M
|
93.9K
$9.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
20.2K+ 33.87% |
$1.95M - $2.05M
|
79.9K
$7.89M
|