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 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.84KNew |
$275K - $282K
|
2.84K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.83K+ 72.28% |
$274K - $281K
|
6.74K
$653K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.8K+ 7.98% |
$271K - $278K
|
37.9K
$3.68M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.78KNew |
$269K - $277K
|
2.78K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.78KNew |
$268K - $276K
|
2.78K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.76KNew |
$267K - $274K
|
2.76K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
2.75K+ 25.22% |
$266K - $273K
|
13.7K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.74K+ 23.91% |
$265K - $273K
|
14.2K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.74K+ 8.3% |
$265K - $272K
|
35.7K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.71K+ 19.12% |
$262K - $269K
|
16.9K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.7KNew |
$261K - $268K
|
2.7K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.7K+ 18.35% |
$261K - $268K
|
17.4K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 2.42% |
$260K - $267K
|
114K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.65K+ 16.85% |
$256K - $263K
|
18.4K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.65K+ 21.51% |
$256K - $263K
|
14.9K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 47.46% |
$255K - $261K
|
8.18K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.63KNew |
$255K - $261K
|
2.63K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.62K+ 13.92% |
$254K - $261K
|
21.5K
$2.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.61K+ 45.63% |
$252K - $259K
|
8.32K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.61K+ 59.23% |
$252K - $259K
|
7K
$679K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$251K - $258K
|
2.59K
$251K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.57KNew |
$249K - $256K
|
2.57K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.56KNew |
$248K - $254K
|
2.56K
$248K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.54KNew |
$246K - $253K
|
2.54K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.53K+ 2.1% |
$244K - $251K
|
123K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.51K+ 58.68% |
$243K - $250K
|
6.79K
$659K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.5KNew |
$242K - $249K
|
2.5K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.5K+ 100.0% |
$242K - $248K
|
5K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.5KNew |
$242K - $248K
|
2.5K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.47K+ 229.31% |
$239K - $246K
|
3.55K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.46KNew |
$238K - $245K
|
2.46K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.41K+ 24.22% |
$234K - $240K
|
12.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.4KNew |
$233K - $239K
|
2.4K
$233K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$232K - $238K
|
2.4K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 3.53% |
$232K - $238K
|
70.4K
$6.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.38K+ 9.85% |
$230K - $237K
|
26.6K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.37KNew |
$229K - $236K
|
2.37K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$225K - $231K
|
2.33K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.32K+ 2.95% |
$224K - $230K
|
80.8K
$7.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.3K+ 2.47% |
$223K - $229K
|
95.7K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.27KNew |
$220K - $226K
|
2.27K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.26KNew |
$218K - $224K
|
2.26K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.25KNew |
$218K - $223K
|
2.25K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.24KNew |
$217K - $222K
|
2.24K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.24K+ 23.65% |
$217K - $222K
|
11.7K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.23KNew |
$216K - $222K
|
2.23K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.23KNew |
$216K - $222K
|
2.23K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.22K+ 31.37% |
$215K - $221K
|
9.31K
$902K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$214K - $220K
|
2.22K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.21K+ 41.9% |
$213K - $219K
|
7.47K
$724K
|