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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 21.77%
0.58%
$55.718M
575,001 shares@ 96.91 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Increased 2.34%
3.65%
$55.663M
574,441 shares@ 96.91 avg price
Jocelyn Raffaelle@Sunflower Bank, N.a.
Recent Activity
Increased 7.16%
13.85%
$49.81M
514,036 shares@ 96.9 avg price
Jared McBride@Goalfusion Wealth Management, Llc
Recent Activity
Increased 7.16%
23.86%
$43.771M
451,708 shares@ 96.91 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
Increased 31.29%
7.31%
$40.831M
421,377 shares@ 96.91 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 2.24%
6.65%
$40.707M
420,096 shares@ 96.91 avg price
Maressia Twele@Twele Capital Management, Inc.
Recent Activity
Increased 4.95%
8.36%
$39.402M
406,622 shares@ 96.91 avg price
CARL JURGENS@Walker Financial Services, Inc.
Recent Activity
Increased 28.67%
21.7%
$37.328M
385,225 shares@ 96.91 avg price
Cheryl Smith@Db Fitzpatrick & Co, Inc
Recent Activity
Increased 5.11%
33.89%
$36.862M
380,417 shares@ 96.9 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 7.56%
11.37%
$35.417M
365,499 shares@ 96.9 avg price