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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.14K+ 18.17% |
$497K - $510K
|
33.4K
$3.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.08K+ 5.95% |
$491K - $505K
|
90.5K
$8.77M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 3.96% |
$484K - $497K
|
131K
$12.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.94K+ 9.3% |
$478K - $491K
|
58.1K
$5.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4.83K+ 29.19% |
$467K - $480K
|
21.4K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.77KNew |
$462K - $474K
|
4.77K
$463K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.75K+ 4.02% |
$459K - $472K
|
123K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.71KNew |
$456K - $468K
|
4.71K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.68KNew |
$452K - $465K
|
4.68K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.66K+ 388.98% |
$451K - $463K
|
5.86K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.63K+ 9.42% |
$448K - $460K
|
53.8K
$5.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.59K+ 52.2% |
$444K - $456K
|
13.4K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.58K+ 29.01% |
$443K - $455K
|
20.4K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.55K+ 6.59% |
$441K - $452K
|
73.7K
$7.14M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.52K+ 5.74% |
$437K - $449K
|
83.2K
$8.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.51K+ 17.67% |
$436K - $448K
|
30K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.51K+ 86.33% |
$436K - $448K
|
9.73K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.51K+ 6.06% |
$436K - $448K
|
78.9K
$7.65M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.48K+ 7.24% |
$433K - $445K
|
66.3K
$6.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.44KNew |
$429K - $441K
|
4.44K
$430K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.39KNew |
$425K - $436K
|
4.39K
$426K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.38K+ 4.53% |
$423K - $435K
|
101K
$9.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.34K+ 110.45% |
$420K - $432K
|
8.28K
$803K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.34K+ 5.3% |
$420K - $431K
|
86.2K
$8.36M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4.33KNew |
$419K - $430K
|
4.33K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.32KNew |
$418K - $429K
|
4.32K
$419K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.32K+ 58.09% |
$418K - $429K
|
11.8K
$1.14M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.32KNew |
$418K - $429K
|
4.32K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.31K+ 14.18% |
$417K - $428K
|
34.7K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.3K+ 31.05% |
$416K - $428K
|
18.2K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.28K+ 11.08% |
$414K - $426K
|
42.9K
$4.16M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
4.25KNew |
$411K - $422K
|
4.25K
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.21K+ 31.49% |
$407K - $418K
|
17.6K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.19K+ 5.85% |
$406K - $417K
|
75.8K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.17K+ 12.46% |
$403K - $414K
|
37.6K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.15K+ 0.91% |
$402K - $412K
|
461K
$44.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.15K+ 3.84% |
$401K - $412K
|
112K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.14K+ 15.5% |
$400K - $411K
|
30.8K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 18.28% |
$400K - $411K
|
26.8K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.12K+ 3.32% |
$399K - $410K
|
128K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.12K+ 5.03% |
$398K - $409K
|
86K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.07K+ 16.85% |
$394K - $405K
|
28.2K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.06KNew |
$393K - $403K
|
4.06K
$393K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4KNew |
$387K - $397K
|
4K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4K+ 13.82% |
$387K - $397K
|
32.9K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.95K+ 127.94% |
$382K - $393K
|
7.04K
$683K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.94K+ 14.15% |
$381K - $392K
|
31.8K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.89K+ 22.18% |
$377K - $387K
|
21.4K
$2.08M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.87K+ 457.21% |
$374K - $384K
|
4.71K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.87K+ 7.31% |
$374K - $384K
|
56.7K
$5.5M
|