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
Jacqueline Battista@Corepath Wealth Partners Llc
Recent Activity
Increased 6.47%
11.44%
$11.739M
122,436 shares@ 95.89 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
Increased 7.63%
9.72%
$11.018M
113,705 shares@ 96.9 avg price
Robert Roy@Somnio Financial Group, Llc
Recent Activity
Increased 7.17%
8.76%
$10.947M
112,975 shares@ 96.91 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 3104.31%
0.05%
$10.104M
104,268 shares@ 96.91 avg price
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
Increased 2.98%
2.21%
$9.977M
102,960 shares@ 96.91 avg price
Kelly Pickering@Sharp Financial Services, Llc
Recent Activity
Increased 11.2%
7.47%
$9.831M
101,453 shares@ 96.91 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 27.56%
3.47%
$9.101M
93,918 shares@ 96.9 avg price
Melinda Parks@Freestate Advisors Llc
Recent Activity
Increased 5.52%
8.9%
$8.607M
88,822 shares@ 96.9 avg price
Aryn Sands@Act Wealth Management, Llc
Recent Activity
Increased 0.91%
3.88%
$8.295M
85,605 shares@ 96.9 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 10.4%
0.5%
$8.263M
85,273 shares@ 96.91 avg price