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
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -10.75%
0.01%
$81,202
838 shares@ 96.9 avg price
John Chandler@City Holding Co
Recent Activity
Decreased -7.66%
0.01%
$67,729
699 shares@ 96.9 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -6.28%
0.01%
$54,942
567 shares@ 96.9 avg price
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
Decreased -68.63%
0.01%
$32,000
334 shares@ 95.81 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -95.66%
0.02%
$14,000
149 shares@ 93.96 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Decreased -41.32%
0.01%
$13,760
142 shares@ 96.91 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Decreased -91.07%
0.01%
$2,423
25 shares@ 96.92 avg price