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
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -14.26%
0.02%
$1.07M
11,045 shares@ 96.9 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -1.45%
0.11%
$900,472
9,293 shares@ 96.9 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -10.61%
0.12%
$864,554
8,922 shares@ 96.91 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Decreased -0.39%
0.01%
$812,894
8,389 shares@ 96.9 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -3.75%
0.03%
$792,723
8,180 shares@ 96.91 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -72.73%
0.05%
$783,524
8,167 shares@ 95.94 avg price
Andrew Brady@Brady Family Wealth, Llc
Recent Activity
Decreased -24.78%
0.24%
$772,390
7,971 shares@ 96.91 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -11.53%
0.26%
$746,614
7,705 shares@ 96.9 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -39.12%
0.04%
$651,752
6,726 shares@ 96.91 avg price
Jason Polit@Vigilare Wealth Management
Recent Activity
Decreased -38.38%
0.27%
$647,250
6,680 shares@ 96.9 avg price