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 Phillips V@Red Door Wealth Management, Llc
Recent Activity
Exited
0%
$624,026
6,162 shares@ 101.28 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Exited
0%
$257,039
2,612 shares@ 98.41 avg price
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
Exited
0%
$258,501
2,598 shares@ 99.5 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Exited
0%
$252,750
2,496 shares@ 101.27 avg price
Paige Johnson Roth@Pine Haven Investment Counsel, Inc
Recent Activity
Exited
0%
$206,591
2,040 shares@ 101.28 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Exited
0%
$200,818
1,983 shares@ 101.27 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Exited
0%
$140,968
1,392 shares@ 101.28 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Exited
0%
$67,851
670 shares@ 101.28 avg price
Sheila Walton@Westwind Capital
Recent Activity
Exited
0%
$61,000
601 shares@ 101.5 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Exited
0%
$58,940
582 shares@ 101.28 avg price