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 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.64K - $4.77K
|
48
$4.65K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
48New |
$4.64K - $4.77K
|
48
$4.65K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
47+ 5.57% |
$4.55K - $4.67K
|
891
$86.3K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
45+ 8.96% |
$4.35K - $4.47K
|
547
$53K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
44+ 0.82% |
$4.26K - $4.37K
|
5.44K
$527K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
44+ 1.13% |
$4.26K - $4.37K
|
3.93K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
42+ 13.64% |
$4.06K - $4.17K
|
350
$33.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
39+ 0.35% |
$3.77K - $3.88K
|
11.3K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
39New |
$3.77K - $3.88K
|
39
$3.78K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
37+ 88.1% |
$3.58K - $3.68K
|
79
$7.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34+ 0.51% |
$3.29K - $3.38K
|
6.65K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
34+ 1.24% |
$3.29K - $3.38K
|
2.78K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
33+ 0.12% |
$3.19K - $3.28K
|
28.4K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
32+ 5.22% |
$3.1K - $3.18K
|
645
$62.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
31+ 0.16% |
$3K - $3.08K
|
19.1K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
31+ 0.29% |
$3K - $3.08K
|
10.7K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
28+ 11.34% |
$2.71K - $2.78K
|
275
$26.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
27+ 6.37% |
$2.61K - $2.68K
|
451
$43.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
26+ 1.04% |
$2.52K - $2.58K
|
2.53K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 0.57% |
$2.52K - $2.58K
|
4.56K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
26+ 36.62% |
$2.52K - $2.58K
|
97
$9.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23New |
$2.23K - $2.29K
|
23
$2.23K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
21+ 0.11% |
$2.03K - $2.09K
|
18.8K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.58% |
$1.94K - $1.99K
|
3.45K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
20+ 1.11% |
$1.94K - $1.99K
|
1.82K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 0.52% |
$1.84K - $1.89K
|
3.65K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
19+ 0.58% |
$1.84K - $1.89K
|
3.29K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
19+ 0.43% |
$1.84K - $1.89K
|
4.47K
$433K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
19+ 2.2% |
$1.84K - $1.89K
|
881
$85.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.59% |
$1.64K - $1.69K
|
2.92K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.45% |
$1.64K - $1.69K
|
3.82K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.59% |
$1.45K - $1.49K
|
2.56K
$248K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
13+ 0.17% |
$1.26K - $1.29K
|
7.57K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10+ 0.16% |
$968 - $994
|
6.39K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$968 - $994
|
10
$969
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.12% |
$871 - $894
|
7.46K
$723K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.32% |
$774 - $795
|
2.5K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8+ 0.27% |
$774 - $795
|
2.95K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.58% |
$677 - $696
|
1.21K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 350.0% |
$677 - $696
|
9
$872
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.46% |
$677 - $696
|
1.53K
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$581 - $596
|
2.87K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.26% |
$581 - $596
|
2.3K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 4.17% |
$581 - $596
|
150
$14.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5New |
$484 - $497
|
5
$485
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
5+ 0.12% |
$484 - $497
|
4.08K
$396K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 0.38% |
$387 - $397
|
1.05K
$102K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4+ 0.13% |
$387 - $397
|
3.07K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.97% |
$290 - $298
|
313
$30.3K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.53% |
$290 - $298
|
572
$55.4K
|