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
Brett Upper@Tide Cove Capital Partners Llc
Recent Activity
New Position
10.15%
$13.546M
141,387 shares@ 95.81 avg price
John DeSimone@Peddock Capital Advisors, Llc
Recent Activity
Decreased -12.92%
3.27%
$13.626M
140,620 shares@ 96.91 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
Increased 3.06%
4.43%
$13.202M
136,242 shares@ 96.9 avg price
James D Guard III, CPA, PFS@Hbc Financial Services, Pllc
Recent Activity
Increased 7.86%
7.95%
$12.971M
133,863 shares@ 96.9 avg price
Jaycee Smalley@New Capital Management Lp
Recent Activity
Increased 0.52%
3.75%
$12.811M
132,214 shares@ 96.9 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 13.71%
0.45%
$12.212M
126,032 shares@ 96.9 avg price
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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -60.2%
0.32%
$10.755M
110,966 shares@ 96.93 avg price