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 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-155- 5.66% |
$15K - $15.4K
|
2.58K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-160- 0.72% |
$15.5K - $15.9K
|
22.1K
$2.14M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-160- 15.49% |
$15.5K - $15.9K
|
873
$84.6K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-162- 0.41% |
$15.7K - $16.1K
|
39.2K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-163- 2.8% |
$15.8K - $16.2K
|
5.66K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 4.6% |
$16K - $16.4K
|
3.42K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-166- 0.94% |
$16.1K - $16.5K
|
17.5K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-171- 0.91% |
$16.5K - $17K
|
18.6K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-173- 2.89% |
$16.7K - $17.2K
|
5.81K
$563K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 36.84% |
$16.9K - $17.4K
|
300
$29.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-179- 0.85% |
$17.3K - $17.8K
|
20.9K
$2.03M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-184- 6.88% |
$17.8K - $18.3K
|
2.49K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-185- 2.21% |
$17.9K - $18.4K
|
8.18K
$793K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-185- 1.48% |
$17.9K - $18.4K
|
12.3K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-186- 8.31% |
$18K - $18.5K
|
2.05K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-186- 17.82% |
$18K - $18.5K
|
858
$83.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-187- 0.17% |
$18.1K - $18.6K
|
108K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-192- 5.96% |
$18.6K - $19.1K
|
3.03K
$294K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-195- 0.42% |
$18.9K - $19.4K
|
46.3K
$4.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-196- 9.87% |
$19K - $19.5K
|
1.79K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-199- 2.93% |
$19.3K - $19.8K
|
6.6K
$639K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-201- 3.1% |
$19.4K - $20K
|
6.29K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-208- 0.35% |
$20.1K - $20.7K
|
59.1K
$5.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-210- 6.71% |
$20.3K - $20.9K
|
2.92K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-214- 0.66% |
$20.7K - $21.3K
|
32.2K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-215- 5.55% |
$20.8K - $21.4K
|
3.66K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-220- 3.82% |
$21.3K - $21.9K
|
5.53K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-223- 8.77% |
$21.6K - $22.2K
|
2.32K
$225K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-225- 0.22% |
$21.8K - $22.4K
|
103K
$9.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-225- 5.55% |
$21.8K - $22.4K
|
3.83K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-225- 1.74% |
$21.8K - $22.4K
|
12.7K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-227- 5.68% |
$22K - $22.6K
|
3.77K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-230- 2.78% |
$22.3K - $22.9K
|
8.04K
$779K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-237- 6.45% |
$22.9K - $23.6K
|
3.44K
$333K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-242- 6.34% |
$23.4K - $24K
|
3.58K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-262- 2.71% |
$25.3K - $26K
|
9.4K
$911K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-267- 6.23% |
$25.8K - $26.5K
|
4.02K
$390K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-281- 2.55% |
$27.2K - $27.9K
|
10.8K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-284- 1.48% |
$27.5K - $28.2K
|
18.9K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-288- 3.69% |
$27.9K - $28.6K
|
7.51K
$728K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-288- 6.0% |
$27.9K - $28.6K
|
4.51K
$437K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 60.0% |
$29K - $29.8K
|
200
$19.4K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-300- 6.38% |
$29K - $29.8K
|
4.4K
$426K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-301- 2.01% |
$29.1K - $29.9K
|
14.7K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-309- 36.74% |
$29.9K - $30.7K
|
532
$51.6K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-314- 6.46% |
$30.4K - $31.2K
|
4.55K
$441K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-315- 3.25% |
$30.5K - $31.3K
|
9.37K
$908K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-318- 5.84% |
$30.8K - $31.6K
|
5.13K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-319- 1.45% |
$30.9K - $31.7K
|
21.7K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-321- 25.56% |
$31.1K - $31.9K
|
935
$90.6K
|