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
Nina Scherago@Edgehill Endowment Partners, Llc
Recent Activity
Exited
0%
$134.275M
1.326M shares@ 101.27 avg price
James P. Haire@Brave Asset Management Inc
Recent Activity
Exited
0%
$71.862M
709,608 shares@ 101.27 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Exited
0%
$20.858M
205,968 shares@ 101.27 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Exited
0%
$4.818M
47,573 shares@ 101.28 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Exited
0%
$3.073M
30,340 shares@ 101.28 avg price
Paul Zarling@Client First Investment Management Llc
Recent Activity
Exited
0%
$2.383M
23,529 shares@ 101.28 avg price
Tammy Rollins@First National Bank Of Mount Dora, Trust Investment Services
Recent Activity
Exited
0%
$1.554M
15,348 shares@ 101.27 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Exited
0%
$1.103M
10,894 shares@ 101.27 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Exited
0%
$968,951
9,568 shares@ 101.27 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Exited
0%
$714,690
7,057 shares@ 101.28 avg price