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
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -5.32%
0.65%
$28.16M
290,612 shares@ 96.91 avg price
Timothy J. Dolan@Gp Brinson Investments Llc
Recent Activity
11.22%
$27.195M
280,650 shares@ 96.9 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 9.52%
1.49%
$26.821M
276,787 shares@ 96.91 avg price
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
Increased 2.75%
8.73%
$26.502M
273,495 shares@ 96.91 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 22.48%
5.49%
$26.307M
271,488 shares@ 96.91 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Increased 2.35%
6.05%
$25.659M
264,795 shares@ 96.9 avg price
Mark Andraos@Hudson Capital Management Llc
Recent Activity
Increased 0.51%
7.92%
$25.469M
262,841 shares@ 96.9 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 28.02%
2.13%
$25.398M
262,108 shares@ 96.91 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Increased 3.05%
2.26%
$25.186M
259,917 shares@ 96.9 avg price
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
Increased 0.18%
2.62%
$23.178M
239,198 shares@ 96.9 avg price