AGG

Ishares Core U.s. Aggregate

Latest period2024 - Q4Total superinvestors338

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 338 superinvestors own shares of Ishares Core U.s. Aggregate (AGG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core U.s. Aggregate (AGG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core U.s. Aggregate (AGG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core U.s. Aggregate (AGG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Brett Upper@Tide Cove Capital Partners Llc
Recent Activity
New Position
10.15%
$13.546M
141,387 shares@ 95.81 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
5.42%
$8.601M
88,764 shares@ 96.91 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
0.21%
$472,936
60,170 shares@ 7.86 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
1.43%
$5.713M
58,959 shares@ 96.9 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
2.59%
$5.059M
52,214 shares@ 96.9 avg price
Ashleigh Swayze@Granite Bay Wealth Management, Llc
Recent Activity
New Position
0.88%
$2.368M
24,439 shares@ 96.9 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
1.7%
$2.114M
21,817 shares@ 96.9 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
1.75%
$2.06M
21,475 shares@ 95.95 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
New Position
0.41%
$1.273M
13,133 shares@ 96.91 avg price
Dale Q. Rice@Dale Q Rice Investment Management Ltd
Recent Activity
New Position
0.43%
$963,864
9,947 shares@ 96.9 avg price