Purchases and Sales Made in Q1 2024 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.01M+ 83.28% |
$775M - $796M
|
17.6M
$1.77B
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.89M+ 7.79% |
$667M - $685M
|
95.4M
$9.61B
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.96M+ 30.97% |
$577M - $593M
|
25.2M
$2.54B
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.81M+ 12066.6% |
$562M - $578M
|
5.86M
$590M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.99M+ 7.36% |
$386M - $397M
|
58.2M
$5.86B
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.99M+ 4.74% |
$289M - $297M
|
66M
$6.65B
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.69M+ 9.28% |
$260M - $267M
|
31.7M
$3.19B
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57M+ 17.03% |
$248M - $255M
|
17.6M
$1.78B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53M+ 194.71% |
$245M - $251M
|
3.83M
$385M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.46M+ 16.62% |
$238M - $244M
|
17.2M
$1.73B
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.13MNew |
$206M - $212M
|
2.13M
$214M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.05M+ 50.13% |
$198M - $203M
|
6.13M
$617M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.66M+ 6.53% |
$161M - $165M
|
27.1M
$2.73B
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.61M+ 32.68% |
$156M - $160M
|
6.53M
$658M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58M+ 17.9% |
$153M - $157M
|
10.4M
$1.05B
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.5M+ 19.18% |
$145M - $149M
|
9.32M
$939M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.34M+ 15.33% |
$129M - $133M
|
10.1M
$1.01B
|
|
|
May 14, 2024
Q1 2024
|
Ge Investment Management Corp.
Norwalk, CT |
BUY
|
- |
1.28MNew |
$124M - $127M
|
1.28M
$129M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
913KNew |
$88.4M - $90.8M
|
913K
$92M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
897KNew |
$86.8M - $89.1M
|
897K
$90.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
868K+ 11.42% |
$83.9M - $86.2M
|
8.46M
$852M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
811K+ 87.63% |
$78.5M - $80.6M
|
1.74M
$175M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
BUY
|
- |
775KNew |
$74.9M - $77M
|
775K
$78M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
763K+ 7.9% |
$73.8M - $75.8M
|
10.4M
$1.05B
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
686K+ 83.44% |
$66.3M - $68.1M
|
1.51M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
650K+ 4.65% |
$62.9M - $64.6M
|
14.6M
$1.47B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
642K+ 51.36% |
$62.1M - $63.8M
|
1.89M
$190M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
606K+ 109.84% |
$58.7M - $60.3M
|
1.16M
$117M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
574K+ 39.06% |
$55.5M - $57M
|
2.04M
$206M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
529K+ 76.34% |
$51.2M - $52.5M
|
1.22M
$123M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
527K+ 1035.56% |
$51M - $52.4M
|
578K
$58.2M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
511K+ 635.1% |
$49.4M - $50.7M
|
591K
$59.5M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
471K+ 67.72% |
$45.5M - $46.8M
|
1.17M
$117M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
464K+ 7.27% |
$44.9M - $46.1M
|
6.85M
$689M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
460KNew |
$44.5M - $45.7M
|
460K
$46.3M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
454K+ 64.54% |
$43.9M - $45.1M
|
1.16M
$116M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
446K+ 134.43% |
$43.1M - $44.3M
|
777K
$78.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 5.52% |
$42.8M - $44M
|
8.46M
$851M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
424K+ 27.66% |
$41M - $42.1M
|
1.95M
$197M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
419K+ 6264.63% |
$40.6M - $41.7M
|
426K
$42.9M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
411K+ 349.16% |
$39.8M - $40.9M
|
529K
$53.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
BUY
|
- |
405K+ 4.46% |
$39.2M - $40.2M
|
9.47M
$954M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
396K+ 171.68% |
$38.3M - $39.3M
|
627K
$63.1M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
381K+ 42.58% |
$36.9M - $37.9M
|
1.28M
$129M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
368K+ 75.43% |
$35.6M - $36.6M
|
856K
$86.1M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
357K+ 25.68% |
$34.5M - $35.4M
|
1.75M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
356K+ 9.91% |
$34.4M - $35.3M
|
3.95M
$397M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
352KNew |
$34.1M - $35M
|
352K
$35.4M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
341K+ 424.6% |
$33M - $33.9M
|
421K
$42.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
332K+ 9.29% |
$32.1M - $33M
|
3.91M
$394M
|