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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -18.13%
0.42%
$16.925M
174,660 shares@ 96.91 avg price
Erika Banks@Agincourt Capital Management, Llc
Recent Activity
Increased 3.91%
16.53%
$16.508M
170,360 shares@ 96.9 avg price
Gordon C. Haave@Financial & Tax Architects, Llc
Recent Activity
Increased 2.81%
4.06%
$15.912M
164,212 shares@ 96.9 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 77.66%
1.78%
$15.721M
162,237 shares@ 96.9 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 18.77%
5.88%
$15.529M
160,259 shares@ 96.91 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 7.81%
0.49%
$15.133M
156,175 shares@ 96.91 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Increased 6.72%
5.17%
$15.054M
155,352 shares@ 96.9 avg price
James M Cousins@Silverleafe Capital Partners, Llc
Recent Activity
Increased 34.18%
4.75%
$14.955M
154,330 shares@ 96.91 avg price
Katherine Saltonstall@Sandy Cove Advisors, Llc
Recent Activity
Increased 2.47%
5.55%
$14.126M
145,775 shares@ 96.91 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.44%
$14.461M
142,795 shares@ 101.27 avg price