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
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
317KNew |
$30.7M - $31.5M
|
317K
$30.7M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
315K+ 83.61% |
$30.5M - $31.3M
|
692K
$67M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
303K+ 17.18% |
$29.3M - $30.1M
|
2.07M
$200M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
289K+ 425.18% |
$27.9M - $28.7M
|
356K
$34.6M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
288K+ 57.39% |
$27.9M - $28.7M
|
791K
$76.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
286K+ 104.71% |
$27.6M - $28.4M
|
558K
$54.1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
271K+ 9.38% |
$26.2M - $26.9M
|
3.16M
$306M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
262K+ 53.61% |
$25.3M - $26M
|
750K
$72.7M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
261K+ 67.75% |
$25.2M - $25.9M
|
646K
$62.6M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
259K+ 78.45% |
$25.1M - $25.7M
|
589K
$57.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
257K+ 22.58% |
$24.8M - $25.5M
|
1.39M
$135M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
245K+ 4.81% |
$23.7M - $24.3M
|
5.33M
$517M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
239K+ 4.43% |
$23.1M - $23.7M
|
5.62M
$545M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
236K+ 16.53% |
$22.8M - $23.4M
|
1.66M
$161M
|
|
|
May 15, 2024
Q1 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
222K+ 18.73% |
$21.5M - $22M
|
1.41M
$136M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
221K+ 57.11% |
$21.4M - $22M
|
608K
$58.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
218KNew |
$21.1M - $21.6M
|
218K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
217K+ 21.46% |
$21M - $21.6M
|
1.23M
$119M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
213K+ 17.35% |
$20.6M - $21.2M
|
1.44M
$140M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212K+ 3.8% |
$20.5M - $21.1M
|
5.79M
$562M
|
|
|
May 07, 2024
Q1 2024
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
206K+ 11.9% |
$19.9M - $20.5M
|
1.94M
$188M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
187KNew |
$18.1M - $18.6M
|
187K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
186K+ 5320.43% |
$18M - $18.5M
|
190K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
181K+ 35.18% |
$17.5M - $18M
|
696K
$67.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
181K+ 17.22% |
$17.5M - $18M
|
1.23M
$119M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
169K+ 28.01% |
$16.3M - $16.8M
|
771K
$74.7M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
167KNew |
$16.2M - $16.6M
|
167K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
162K+ 1.76% |
$15.7M - $16.1M
|
9.4M
$911M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
162K+ 18.76% |
$15.7M - $16.1M
|
1.03M
$99.4M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
160K+ 7.2% |
$15.5M - $15.9M
|
2.39M
$232M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
158K+ 159653.55% |
$15.3M - $15.7M
|
158K
$15.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
150K+ 42.22% |
$14.5M - $14.9M
|
505K
$49M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 7.05% |
$14.3M - $14.7M
|
2.25M
$218M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
146K+ 84.22% |
$14.1M - $14.5M
|
319K
$30.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
140K+ 6.74% |
$13.6M - $13.9M
|
2.22M
$215M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
135K+ 9072.45% |
$13.1M - $13.4M
|
136K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 6.92% |
$12.9M - $13.2M
|
2.06M
$200M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
128K+ 6375.81% |
$12.3M - $12.7M
|
130K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 6.49% |
$12M - $12.3M
|
2.04M
$197M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
122K+ 46.25% |
$11.8M - $12.1M
|
385K
$37.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
122K+ 264.8% |
$11.8M - $12.1M
|
168K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
120K+ 64.99% |
$11.6M - $12M
|
306K
$29.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
120K+ 848.96% |
$11.6M - $11.9M
|
134K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
116K+ 18.38% |
$11.2M - $11.5M
|
746K
$72.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
113K+ 31.98% |
$11M - $11.3M
|
468K
$45.4M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
113K+ 1554.77% |
$11M - $11.2M
|
120K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
113K+ 22.75% |
$10.9M - $11.2M
|
607K
$58.9M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
111K+ 38.51% |
$10.7M - $11M
|
398K
$38.6M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
109K+ 21.93% |
$10.6M - $10.8M
|
607K
$58.8M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
109KNew |
$10.5M - $10.8M
|
109K
$10.5M
|