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 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
324+ 4.7% |
$31.3K - $32.2K
|
7.22K
$700K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
323+ 6.84% |
$31.3K - $32.1K
|
5.05K
$489K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
322+ 5.81% |
$31.2K - $32K
|
5.86K
$568K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
321+ 3.84% |
$31.1K - $31.9K
|
8.68K
$841K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
320+ 2.29% |
$31K - $31.8K
|
14.3K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
319+ 5.17% |
$30.9K - $31.7K
|
6.49K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
317+ 88.3% |
$30.7K - $31.5K
|
676
$65.5K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
315+ 110.53% |
$30.5K - $31.3K
|
600
$58.1K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
314+ 96.02% |
$30.4K - $31.2K
|
641
$62.1K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
312+ 5.39% |
$30.2K - $31K
|
6.1K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
311New |
$30.1K - $30.9K
|
311
$30.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300New |
$29K - $29.8K
|
300
$29.1K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
298+ 2292.31% |
$28.8K - $29.6K
|
311
$30.1K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
295+ 9.84% |
$28.5K - $29.3K
|
3.29K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
289+ 3.1% |
$28K - $28.7K
|
9.62K
$932K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
284+ 2.4% |
$27.5K - $28.2K
|
12.1K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
276+ 3.68% |
$26.7K - $27.4K
|
7.77K
$753K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
274+ 0.57% |
$26.5K - $27.2K
|
48.3K
$4.68M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
273+ 9.34% |
$26.4K - $27.1K
|
3.2K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
265+ 0.63% |
$25.6K - $26.3K
|
42.3K
$4.1M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
262+ 15.29% |
$25.3K - $26K
|
1.98K
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
260New |
$25.2K - $25.8K
|
260
$25.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
260+ 6.45% |
$25.2K - $25.8K
|
4.29K
$416K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
255+ 0.3% |
$24.7K - $25.3K
|
85.4K
$8.28M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
252+ 0.48% |
$24.4K - $25K
|
53.3K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 9.47% |
$24.2K - $24.8K
|
2.89K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
250+ 3.06% |
$24.2K - $24.8K
|
8.43K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
249New |
$24.1K - $24.7K
|
249
$24.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
245+ 3.08% |
$23.7K - $24.3K
|
8.2K
$794K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
243New |
$23.5K - $24.1K
|
243
$23.5K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
243+ 0.99% |
$23.5K - $24.1K
|
24.9K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
241+ 0.85% |
$23.3K - $23.9K
|
28.6K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$21.3K - $21.9K
|
220
$21.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
214+ 0.52% |
$20.7K - $21.3K
|
41.2K
$3.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
214+ 4.19% |
$20.7K - $21.3K
|
5.32K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
212+ 1.4% |
$20.5K - $21.1K
|
15.4K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
210+ 1.9% |
$20.3K - $20.9K
|
11.3K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
201+ 5.29% |
$19.4K - $20K
|
4K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
200+ 6.62% |
$19.4K - $19.9K
|
3.22K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 33.33% |
$19.4K - $19.9K
|
800
$77.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
193+ 1.8% |
$18.7K - $19.2K
|
10.9K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
192+ 5.6% |
$18.6K - $19.1K
|
3.62K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
188+ 0.8% |
$18.2K - $18.7K
|
23.8K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
188+ 7.61% |
$18.2K - $18.7K
|
2.66K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
188+ 6.73% |
$18.2K - $18.7K
|
2.98K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
184+ 0.91% |
$17.8K - $18.3K
|
20.3K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
179+ 2.91% |
$17.3K - $17.8K
|
6.32K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
172+ 1.87% |
$16.6K - $17.1K
|
9.39K
$910K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165+ 16500.0% |
$16K - $16.4K
|
166
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
165+ 0.2% |
$16K - $16.4K
|
83.8K
$8.12M
|