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
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 21.99%
1.17%
$6.075M
63,319 shares@ 95.95 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 28.42%
0.73%
$5.246M
54,138 shares@ 96.91 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Increased 3.45%
0.81%
$5.012M
51,726 shares@ 96.9 avg price
Laura Yarckow@Arbor Trust Wealth Advisors, Llc
Recent Activity
Increased 28.3%
2.33%
$4.957M
51,151 shares@ 96.9 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 2.58%
1.98%
$4.646M
47,992 shares@ 96.81 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 20.97%
0.27%
$4.424M
45,658 shares@ 96.91 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
Increased 5.1%
1.37%
$4.371M
45,113 shares@ 96.91 avg price
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Increased 0.11%
2.54%
$4.325M
44,633 shares@ 96.9 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 8.11%
0.39%
$4.152M
42,849 shares@ 96.91 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Increased 0.49%
0.53%
$4.056M
41,861 shares@ 96.91 avg price