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
Aryn Sands@Wall Street Financial Group, Inc.
Recent Activity
New Position
0.77%
$783,257
8,083 shares@ 96.91 avg price
Nancy Reinhold@Cpr Investments Inc.
Recent Activity
New Position
0.61%
$672,868
6,944 shares@ 96.9 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
New Position
0.12%
$643,833
6,644 shares@ 96.91 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
New Position
0.07%
$608,144
6,276 shares@ 96.9 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.28%
$530,454
5,485 shares@ 96.71 avg price
KEVIN SIEBERT@Atmos Advisory, Llc
Recent Activity
New Position
0.37%
$530,430
5,474 shares@ 96.9 avg price
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
New Position
0.23%
$518,415
5,350 shares@ 96.9 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
New Position
0.04%
$506,000
5,225 shares@ 96.85 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
New Position
0.01%
$483,531
4,990 shares@ 96.9 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
New Position
0.03%
$433,046
4,469 shares@ 96.9 avg price