Public ownership evidence

iShares Core U.S. Aggregate Bond ETF (AGG) Ownership Disclosures

Read AGG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core U.S. Aggregate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
116,762
Value (USD)
$11,550,089
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AGG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AGG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29116,762$11,550,089None
Corient Private Wealth LP2026-06-302026-08-28948,493$93,882,013None
Redwood Investment Management, LLC2024-12-312026-08-2868,745$6,661,000None
Redwood Investment Management, LLC2025-03-312026-08-286,049$598,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28740$73,245None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,066$105,822None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-284,722$471,594None
AFFINITY WEALTH LLC2025-12-312026-08-271$100None
AFFINITY WEALTH LLC2025-09-302026-08-271$100None
AFFINITY WEALTH LLC2025-06-302026-08-271$99None
Reflection Asset Management2026-03-312026-08-272,433$239,696None
Legacy Edge Advisors, LLC2025-09-302026-08-2741,797$4,190,149None
HORAN Wealth, LLC2026-06-302026-08-2714,499$1,435,107None
Principia Wealth Advisory, LLC2026-06-302026-08-27134$13,263None
Principia Wealth Advisory, LLC2026-03-312026-08-272,459$244,052None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-275,618$557,699None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-275,708$570,115None
Dakota Wealth Management2025-09-302026-08-27413,171$41,420,443None
Dakota Wealth Management2025-12-312026-08-27158,047$15,785,724None
Dakota Wealth Management2026-03-312026-08-27175,210$17,393,086None
Redwood Investment Management, LLC2025-12-312026-08-276,247$624,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-274,784$474,895None
Advus Financial Partners, LLC2026-06-302026-08-2610,797$1,068,690None
Advus Financial Partners, LLC2026-03-312026-08-269,593$952,330None
Advus Financial Partners, LLC2025-12-312026-08-269,310$929,834None
Advus Financial Partners, LLC2025-09-302026-08-269,069$909,154None
Advus Financial Partners, LLC2025-06-302026-08-269,004$893,209None
Advus Financial Partners, LLC2025-03-312026-08-268,904$880,827None
Advus Financial Partners, LLC2024-12-312026-08-269,182$889,688None
Advus Financial Partners, LLC2024-09-302026-08-269,233$935,037None
Advus Financial Partners, LLC2024-06-302026-08-269,991$969,862None
Advus Financial Partners, LLC2024-03-312026-08-2610,761$1,053,963None
Advus Financial Partners, LLC2023-12-312026-08-2610,572$1,049,261None
Advus Financial Partners, LLC2023-09-302026-08-2610,303$968,867None
Advus Financial Partners, LLC2023-06-302026-08-269,863$966,099None
Advus Financial Partners, LLC2023-03-312026-08-268,936$890,415None
Advus Financial Partners, LLC2022-12-312026-08-268,466$821,122None
Advus Financial Partners, LLC2022-09-302026-08-268,324$801,959None
Advus Financial Partners, LLC2022-06-302026-08-267,904$803,640None
Advus Financial Partners, LLC2022-03-312026-08-268,707$932,552None
Advus Financial Partners, LLC2021-09-302026-08-268,510$970,794None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2613,497$1,348,080None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2654,577$5,402,035None
Strategic Financial Services, Inc.2026-06-302026-08-255,765$570,620None
Kings Path Partners LLC2026-03-312026-08-222,416$239,836None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2221,808$2,158,578None
Forefront Wealth Partners, LLC2026-06-302026-08-21290,048$28,708,989None
Rehmann Capital Advisory Group2026-06-302026-08-2127,492$2,718,070None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21200$19,796None
Bullock Wealth Management Group2026-06-302026-08-20235$23,148None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗BOSTON RESEARCH & MANAGEMENT INC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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