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
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -6.45%
0.02%
$642,764
6,633 shares@ 96.91 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Decreased -1.23%
0.24%
$591,090
6,100 shares@ 96.9 avg price
Aryn Sands@Mcelhenny Sheffield Capital Management, Llc
Recent Activity
Decreased -1.85%
0.18%
$512,020
5,284 shares@ 96.91 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Decreased -35.67%
0.3%
$480,818
4,962 shares@ 96.91 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -48.42%
0.09%
$461,613
4,790 shares@ 96.38 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -4.2%
0.03%
$447,872
4,622 shares@ 96.91 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -34.76%
0.09%
$430,236
4,440 shares@ 96.9 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -34.25%
0.16%
$381,218
3,934 shares@ 96.91 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Decreased -21.09%
0.03%
$374,326
3,863 shares@ 96.91 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -24.46%
0.03%
$371,331
3,832 shares@ 96.91 avg price