Purchases and Sales Made in Q1 2024 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
165
+ 11.09%
$16K - $16.4K
1.65K $160K
May 08, 2024 Q1 2024
Alpha Star Capital Management, LLC

BUY
 -
163
+ 1.91%
$15.8K - $16.2K
8.69K $842K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
160
New
$15.5K - $15.9K
160 $15.5K
May 10, 2024 Q1 2024
United Bank

BUY
 -
157
+ 4.88%
$15.2K - $15.6K
3.38K $327K
May 13, 2024 Q1 2024
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
153
+ 1.46%
$14.8K - $15.2K
10.6K $1.03M
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
149
+ 39.95%
$14.4K - $14.8K
522 $50.6K
May 15, 2024 Q1 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
149
+ 6.98%
$14.4K - $14.8K
2.28K $221K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
143
+ 1.44%
$13.8K - $14.2K
10.1K $976K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
142
+ 6.17%
$13.7K - $14.1K
2.44K $237K
May 14, 2024 Q1 2024
Boston Research & Management Inc

Manchester, MA
BUY
 -
140
+ 3.77%
$13.5K - $13.9K
3.86K $374K
Apr 30, 2024 Q1 2024
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
138
New
$13.4K - $13.7K
138 $13.4K
May 14, 2024 Q1 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
138
+ 1.55%
$13.4K - $13.7K
9.06K $878K
May 10, 2024 Q1 2024
Spreng Capital Management, Inc.

BUY
 -
134
+ 1.35%
$13K - $13.3K
10K $973K
Apr 16, 2024 Q1 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
124
+ 1.04%
$12K - $12.3K
12.1K $1.17M
Apr 24, 2024 Q1 2024
Archford Capital Strategies, LLC

BUY
 -
121
+ 3.79%
$11.7K - $12K
3.31K $321K
May 03, 2024 Q1 2024
Emfo, LLC

BUY
 -
114
New
$11K - $11.3K
114 $11K
May 08, 2024 Q1 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
112
New
$10.8K - $11.1K
112 $10.9K
Apr 30, 2024 Q1 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
111
+ 0.56%
$10.7K - $11K
20K $1.94M
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
111
New
$10.7K - $11K
111 $10.8K
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

BUY
 -
110
+ 1.38%
$10.6K - $10.9K
8.1K $785K
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

BUY
 -
107
+ 0.41%
$10.4K - $10.6K
25.9K $2.51M
May 06, 2024 Q1 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
107
+ 44.77%
$10.4K - $10.6K
346 $33.5K
May 07, 2024 Q1 2024
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
106
+ 1.18%
$10.3K - $10.5K
9.1K $882K
Apr 30, 2024 Q1 2024
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
102
+ 2.13%
$9.87K - $10.1K
4.88K $473K
May 13, 2024 Q1 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
102
+ 4.24%
$9.87K - $10.1K
2.51K $243K
Apr 15, 2024 Q1 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
100
+ 4.17%
$9.68K - $9.94K
2.5K $242K
Apr 29, 2024 Q1 2024
Investment Advisory Group, LLC

BUY
 -
100
+ 1.2%
$9.68K - $9.94K
8.41K $815K
Apr 18, 2024 Q1 2024
Morris Financial Concepts, Inc.

BUY
 -
98
+ 5.31%
$9.48K - $9.74K
1.95K $188K
Apr 18, 2024 Q1 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
91
+ 0.63%
$8.8K - $9.04K
14.5K $1.41M
Apr 15, 2024 Q1 2024
Benin Management Corp

BUY
 -
90
+ 3.33%
$8.71K - $8.94K
2.79K $271K
Apr 19, 2024 Q1 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
87
+ 5.94%
$8.42K - $8.65K
1.55K $150K
May 15, 2024 Q1 2024
Kampmann Melissa S.

Wausau, WI
BUY
 -
87
+ 1.01%
$8.42K - $8.65K
8.71K $844K
May 08, 2024 Q1 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
84
+ 0.59%
$8.13K - $8.35K
14.3K $1.39M
May 08, 2024 Q1 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
80
+ 2.33%
$7.74K - $7.95K
3.51K $341K
May 15, 2024 Q1 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
80
+ 0.2%
$7.74K - $7.95K
39.9K $3.87M
Apr 19, 2024 Q1 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
79
+ 0.59%
$7.64K - $7.85K
13.4K $1.3M
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
73
+ 0.04%
$7.06K - $7.25K
183K $17.7M
Apr 17, 2024 Q1 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
72
+ 1.6%
$6.97K - $7.15K
4.59K $444K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
69
New
$6.68K - $6.86K
69 $6.69K
May 01, 2024 Q1 2024
Mckinley Capital Management LLC

BUY
 -
69
+ 0.34%
$6.68K - $6.86K
20.5K $1.98M
May 10, 2024 Q1 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
67
New
$6.48K - $6.66K
67 $6.49K
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

BUY
 -
66
+ 0.66%
$6.39K - $6.56K
10.1K $980K
Apr 22, 2024 Q1 2024
Altfest L J & CO Inc

BUY
 -
56
+ 0.45%
$5.42K - $5.56K
12.6K $1.22M
May 02, 2024 Q1 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
55
+ 1.1%
$5.32K - $5.47K
5.05K $490K
Apr 12, 2024 Q1 2024
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
52
+ 2.54%
$5.03K - $5.17K
2.1K $203K
May 03, 2024 Q1 2024
Glassman Wealth Services

BUY
 -
51
+ 41.46%
$4.93K - $5.07K
174 $16.9K
May 08, 2024 Q1 2024
Heritage Wealth Advisors

BUY
 -
51
+ 1.36%
$4.93K - $5.07K
3.79K $367K
May 13, 2024 Q1 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
51
+ 0.44%
$4.93K - $5.07K
11.6K $1.12M
Dec 12, 2024 Q1 2024
Heritage Wealth Advisors

BUY
 -
51
+ 1.36%
$4.93K - $5.07K
3.79K $367K

Track Institutional and Insider Activities on AGG

Follow ISHARES CORE U.S. AGGREGATE BO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AGG shares.

Notify only if

Insider Trading

Get notified when an Ishares Core U.S. Aggregate Bo insider buys or sells AGG shares.

Notify only if

News

Receive news related to ISHARES CORE U.S. AGGREGATE BO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AGG