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
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -19.61%
0.03%
$366,987
3,787 shares@ 96.91 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Decreased -1.21%
0.39%
$345,587
3,566 shares@ 96.92 avg price
David Hailey@Paragon Advisors, Llc
Recent Activity
Decreased -66.58%
0.12%
$341,669
3,526 shares@ 96.9 avg price
Aryn Sands@Romano Brothers And Company
Recent Activity
Decreased -19.56%
0.05%
$326,650
3,371 shares@ 96.91 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Decreased -6.91%
0.16%
$323,666
3,340 shares@ 96.91 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Decreased -25.73%
0.06%
$322,420
3,327 shares@ 96.92 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Decreased -7.07%
0.02%
$318,413
3,286 shares@ 96.9 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -12.14%
0.09%
$292,929
3,023 shares@ 96.91 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.03%
0.1%
$271,805
2,805 shares@ 96.91 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -3.82%
0.09%
$270,286
2,789 shares@ 96.92 avg price