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
John DeSimone@Peddock Capital Advisors, Llc
Recent Activity
Decreased -12.92%
3.27%
$13.626M
140,620 shares@ 96.91 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -60.2%
0.32%
$10.755M
110,966 shares@ 96.93 avg price
David Benning@Lpwm Llc
Recent Activity
Decreased -41.14%
3.22%
$10.011M
103,310 shares@ 96.9 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Decreased -14.38%
1.32%
$8.44M
87,105 shares@ 96.9 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -26.9%
0.38%
$7.988M
82,437 shares@ 96.9 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -48.11%
4.31%
$7.905M
81,581 shares@ 96.9 avg price
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Decreased -3.36%
6.06%
$7.215M
74,460 shares@ 96.9 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Decreased -5.1%
2.96%
$5.614M
57,933 shares@ 96.9 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -4.06%
1.04%
$4.944M
51,024 shares@ 96.9 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Decreased -9.49%
0.82%
$4.604M
47,517 shares@ 96.91 avg price