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
Samantha Pierangeli@City State Bank
Recent Activity
Increased 0.38%
2.34%
$6.609M
68,202 shares@ 96.91 avg price
Thomas Healy@Pfw Advisors Llc
Recent Activity
Increased 2.22%
2.01%
$6.503M
67,113 shares@ 96.91 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 0.75%
0.63%
$6.314M
65,157 shares@ 96.9 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 21.99%
1.17%
$6.075M
63,319 shares@ 95.95 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
0.21%
$472,936
60,170 shares@ 7.86 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
1.43%
$5.713M
58,959 shares@ 96.9 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Decreased -5.1%
2.96%
$5.614M
57,933 shares@ 96.9 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 28.42%
0.73%
$5.246M
54,138 shares@ 96.91 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
New Position
2.59%
$5.059M
52,214 shares@ 96.9 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