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
Jorge Paganin@Abacus Wealth Partners, Llc
Recent Activity
New Position
0.05%
$328,685
3,392 shares@ 96.91 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.13%
$288,684
3,009 shares@ 95.95 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
New Position
0.23%
$247,968
2,559 shares@ 96.91 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
0.06%
$237,782
2,480 shares@ 95.88 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
New Position
0.06%
$236,921
2,445 shares@ 96.91 avg price
Christine Pribyl@Cohen Investment Advisors Llc
Recent Activity
New Position
0.15%
$232,560
2,400 shares@ 96.9 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
New Position
0.06%
$221,415
2,285 shares@ 96.9 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
New Position
0.05%
$215,990
2,229 shares@ 96.9 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
New Position
0.16%
$215,231
2,221 shares@ 96.91 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
New Position
0.09%
$183,819
1,897 shares@ 96.9 avg price