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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 4.39% |
$1.39M - $1.46M
|
342K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.1K+ 74.37% |
$1.36M - $1.43M
|
33K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
14K+ 14.5% |
$1.36M - $1.42M
|
111K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.32M - $1.38M
|
13.6K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
13.6K+ 14.69% |
$1.31M - $1.38M
|
106K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
13.5K+ 512.98% |
$1.31M - $1.37M
|
16.1K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 6.29% |
$1.3M - $1.36M
|
226K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.4K+ 12.99% |
$1.29M - $1.35M
|
116K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.3K+ 388.66% |
$1.29M - $1.35M
|
16.8K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 4.08% |
$1.29M - $1.35M
|
340K
$33.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13.3K+ 1.71% |
$1.28M - $1.35M
|
790K
$78M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
13.1KNew |
$1.27M - $1.33M
|
13.1K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
13.1K+ 2.33% |
$1.26M - $1.32M
|
574K
$56.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.7K+ 23.57% |
$1.22M - $1.28M
|
66.3K
$6.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6K+ 17.26% |
$1.22M - $1.27M
|
85.5K
$8.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.5K+ 119.24% |
$1.21M - $1.27M
|
23K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.5K+ 1.74% |
$1.21M - $1.26M
|
730K
$72.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.4K+ 5.95% |
$1.2M - $1.26M
|
221K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3K+ 7.21% |
$1.19M - $1.24M
|
183K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12.3K+ 14601.19% |
$1.19M - $1.24M
|
12.3K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.1K+ 5.16% |
$1.17M - $1.23M
|
247K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$1.17M - $1.22M
|
12.1K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
12K+ 28.41% |
$1.16M - $1.21M
|
54.1K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.9K+ 18.45% |
$1.15M - $1.2M
|
76.3K
$7.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 25.71% |
$1.14M - $1.2M
|
57.8K
$5.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.8K+ 76.13% |
$1.14M - $1.2M
|
27.3K
$2.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.6K+ 6.17% |
$1.13M - $1.18M
|
200K
$19.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$1.12M - $1.18M
|
11.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.5K+ 0.71% |
$1.11M - $1.17M
|
1.62M
$160M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.5K+ 15.88% |
$1.11M - $1.16M
|
83.9K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 21.99% |
$1.1M - $1.16M
|
63.3K
$6.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.3K+ 5.39% |
$1.1M - $1.15M
|
222K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$1.1M - $1.15M
|
11.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11.3KNew |
$1.09M - $1.15M
|
11.3K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.3K+ 7.81% |
$1.09M - $1.15M
|
156K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 28.3% |
$1.09M - $1.14M
|
51.2K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
11.3K+ 4.23% |
$1.09M - $1.14M
|
278K
$27.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
11.2KNew |
$1.08M - $1.13M
|
11.2K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.1K+ 58.62% |
$1.07M - $1.12M
|
30.1K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 49.68% |
$1.07M - $1.12M
|
33.5K
$3.31M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11K+ 12.45% |
$1.07M - $1.12M
|
99.7K
$9.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
11K+ 11.34% |
$1.06M - $1.11M
|
108K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.9K+ 5.92% |
$1.05M - $1.1M
|
195K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
10.8K+ 8.64% |
$1.05M - $1.09M
|
136K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 91.74% |
$1.04M - $1.09M
|
22.6K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
10.6K+ 16.43% |
$1.02M - $1.07M
|
75K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.6K+ 37.31% |
$1.02M - $1.07M
|
38.9K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.5K+ 5.29% |
$1.02M - $1.07M
|
210K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 5.78% |
$1.02M - $1.07M
|
193K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 9.22% |
$1.02M - $1.07M
|
125K
$12.3M
|