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
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-43- 16.93% |
$4.16K - $4.27K
|
211
$20.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 0.14% |
$4.84K - $4.97K
|
35.3K
$3.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 3.75% |
$4.84K - $4.97K
|
1.29K
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 2.95% |
$4.84K - $4.97K
|
1.65K
$159K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 54.35% |
$4.84K - $4.97K
|
42
$4.07K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-53- 2.31% |
$5.13K - $5.27K
|
2.24K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-57- 0.29% |
$5.51K - $5.66K
|
19.9K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-58- 0.95% |
$5.61K - $5.76K
|
6.06K
$586K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-59- 1.28% |
$5.71K - $5.86K
|
4.54K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-60- 0.37% |
$5.81K - $5.96K
|
16.3K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-62- 1.2% |
$6K - $6.16K
|
5.11K
$495K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-63- 0.05% |
$6.1K - $6.26K
|
126K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-64- 0.07% |
$6.19K - $6.36K
|
93.5K
$9.05M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 46.36% |
$6.77K - $6.96K
|
81
$7.84K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-71- 1.55% |
$6.87K - $7.06K
|
4.52K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-72- 0.37% |
$6.97K - $7.15K
|
19.2K
$1.86M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-74- 50.68% |
$7.16K - $7.35K
|
72
$6.97K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 3.09% |
$7.26K - $7.45K
|
2.35K
$228K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-77- 2.95% |
$7.45K - $7.65K
|
2.54K
$246K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-81- 3.23% |
$7.84K - $8.05K
|
2.43K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-83- 0.85% |
$8.03K - $8.25K
|
9.68K
$937K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-90- 1.89% |
$8.71K - $8.94K
|
4.66K
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-91- 2.03% |
$8.8K - $9.04K
|
4.4K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-96- 2.57% |
$9.29K - $9.54K
|
3.64K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-99- 0.38% |
$9.58K - $9.84K
|
25.7K
$2.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.59% |
$9.68K - $9.94K
|
3.76K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-100- 1.94% |
$9.68K - $9.94K
|
5.05K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$9.68K - $9.94K
|
5.7K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-100- 0.87% |
$9.68K - $9.94K
|
11.4K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-101- 14.79% |
$9.77K - $10K
|
582
$56.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-103- 80.47% |
$9.97K - $10.2K
|
25
$2.42K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-105- 2.01% |
$10.2K - $10.4K
|
5.11K
$495K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-108- 1.2% |
$10.4K - $10.7K
|
8.92K
$864K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-109- 17.55% |
$10.5K - $10.8K
|
512
$49.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-118- 0.68% |
$11.4K - $11.7K
|
17.3K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-126- 4.68% |
$12.2K - $12.5K
|
2.57K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-127- 2.81% |
$12.3K - $12.6K
|
4.39K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-132- 0.42% |
$12.8K - $13.1K
|
31.4K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-133- 0.71% |
$12.9K - $13.2K
|
18.5K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-134- 0.88% |
$13K - $13.3K
|
15K
$1.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-136- 13.37% |
$13.2K - $13.5K
|
881
$85.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-136- 0.3% |
$13.2K - $13.5K
|
45.5K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-137- 3.47% |
$13.3K - $13.6K
|
3.81K
$369K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-139- 1.12% |
$13.4K - $13.8K
|
12.3K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-143- 1.88% |
$13.8K - $14.2K
|
7.48K
$724K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-144- 5.16% |
$13.9K - $14.3K
|
2.65K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-145- 0.36% |
$14K - $14.4K
|
40.3K
$3.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-148- 5.78% |
$14.3K - $14.7K
|
2.41K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-150- 20.92% |
$14.5K - $14.9K
|
567
$54.9K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-155- 5.66% |
$15K - $15.4K
|
2.58K
$250K
|