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 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.87K+ 8.92% |
$374K - $384K
|
47.2K
$4.58M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.85K+ 0.9% |
$372K - $382K
|
431K
$41.8M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.83K+ 30.55% |
$370K - $380K
|
16.3K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 22.75% |
$369K - $379K
|
20.6K
$1.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.8K+ 26.39% |
$368K - $378K
|
18.2K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.77K+ 5.84% |
$365K - $375K
|
68.4K
$6.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 4.51% |
$363K - $373K
|
87.1K
$8.44M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3.75K+ 57.52% |
$363K - $373K
|
10.3K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.74K+ 1.2% |
$362K - $372K
|
315K
$30.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 0.58% |
$357K - $366K
|
645K
$62.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.69KNew |
$357K - $366K
|
3.69K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.67K+ 92.33% |
$355K - $365K
|
7.65K
$741K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.66K+ 27.92% |
$354K - $364K
|
16.8K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.61KNew |
$349K - $359K
|
3.61K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.6K+ 156.84% |
$348K - $358K
|
5.89K
$571K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
3.59K+ 11.69% |
$347K - $357K
|
34.3K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.59K+ 10.81% |
$347K - $356K
|
36.8K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.55K+ 2.7% |
$343K - $353K
|
135K
$13.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.47K+ 90.15% |
$336K - $345K
|
7.32K
$710K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.38KNew |
$327K - $335K
|
3.38K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.37K+ 6.64% |
$326K - $335K
|
54.2K
$5.25M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.37K+ 20.94% |
$326K - $335K
|
19.5K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.36K+ 34.07% |
$325K - $334K
|
13.2K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.28K+ 2.81% |
$317K - $326K
|
120K
$11.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.25K+ 80.03% |
$315K - $323K
|
7.31K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.21K+ 4.32% |
$311K - $319K
|
77.7K
$7.53M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
3.12KNew |
$302K - $310K
|
3.12K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.1K+ 12.34% |
$300K - $308K
|
28.2K
$2.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.09K+ 55.58% |
$298K - $307K
|
8.64K
$837K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.07KNew |
$297K - $305K
|
3.07K
$298K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.06K+ 97.17% |
$296K - $304K
|
6.21K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.05KNew |
$295K - $303K
|
3.05K
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$294K - $302K
|
3.04K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.04KNew |
$294K - $302K
|
3.04K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 3.1% |
$292K - $300K
|
101K
$9.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3K+ 6.38% |
$290K - $298K
|
50K
$4.85M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.98K+ 15.32% |
$289K - $296K
|
22.5K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.97KNew |
$287K - $295K
|
2.97K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.96K+ 14.04% |
$286K - $294K
|
24K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 6.7% |
$285K - $293K
|
46.9K
$4.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$283K - $291K
|
2.93K
$284K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.91K+ 22.38% |
$282K - $289K
|
15.9K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.9K+ 5.33% |
$281K - $289K
|
57.4K
$5.57M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.9K+ 9.42% |
$281K - $288K
|
33.7K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.89K+ 10.6% |
$280K - $287K
|
30.2K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.89K+ 27.67% |
$279K - $287K
|
13.3K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 2.71% |
$279K - $286K
|
109K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.88K+ 1.44% |
$279K - $286K
|
203K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 11.85% |
$277K - $284K
|
27K
$2.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.84KNew |
$275K - $282K
|
2.84K
$275K
|