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 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-330- 10.77% |
$31.9K - $32.8K
|
2.73K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-341- 4.41% |
$33K - $33.9K
|
7.4K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-342- 1.81% |
$33.1K - $34K
|
18.5K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-344- 3.61% |
$33.3K - $34.2K
|
9.2K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-344- 3.15% |
$33.3K - $34.2K
|
10.6K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-349- 1.65% |
$33.8K - $34.7K
|
20.8K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-355- 6.04% |
$34.3K - $35.3K
|
5.53K
$535K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-369- 10.13% |
$35.7K - $36.7K
|
3.27K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-374- 0.79% |
$36.2K - $37.2K
|
47.2K
$4.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-377- 14.78% |
$36.5K - $37.5K
|
2.17K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-379- 17.62% |
$36.7K - $37.7K
|
1.77K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-381- 6.04% |
$36.9K - $37.9K
|
5.92K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-381- 2.63% |
$36.9K - $37.9K
|
14.1K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-382- 1.92% |
$37K - $38K
|
19.5K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-385- 6.38% |
$37.2K - $38.3K
|
5.65K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-387- 30.57% |
$37.4K - $38.5K
|
879
$85.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-392- 0.35% |
$37.9K - $39K
|
112K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-400- 29.99% |
$38.7K - $39.7K
|
934
$90.4K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-400- 0.59% |
$38.7K - $39.7K
|
67.6K
$6.55M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-410- 4.21% |
$39.7K - $40.7K
|
9.32K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-413- 10.91% |
$40K - $41K
|
3.37K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-430- 0.26% |
$41.6K - $42.7K
|
163K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-440- 12.82% |
$42.6K - $43.7K
|
2.99K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-453- 0.59% |
$43.8K - $45K
|
76.8K
$7.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-454- 11.26% |
$43.9K - $45.1K
|
3.58K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-454- 11.58% |
$43.9K - $45.1K
|
3.47K
$336K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-457- 23.28% |
$44.2K - $45.4K
|
1.51K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-459- 83.45% |
$44.4K - $45.6K
|
91
$8.81K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-461- 12.8% |
$44.6K - $45.8K
|
3.14K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-463- 12.11% |
$44.8K - $46K
|
3.36K
$325K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-477- 12.97% |
$46.1K - $47.4K
|
3.2K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-480- 0.5% |
$46.4K - $47.7K
|
96K
$9.29M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-483- 2.2% |
$46.7K - $48K
|
21.5K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-485- 21.38% |
$46.9K - $48.2K
|
1.78K
$173K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-492- 9.07% |
$47.6K - $48.9K
|
4.94K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-494- 3.64% |
$47.8K - $49.1K
|
13.1K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-498- 16.12% |
$48.2K - $49.5K
|
2.59K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-502- 2.67% |
$48.6K - $49.9K
|
18.3K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-508- 3.21% |
$49.1K - $50.5K
|
15.3K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-510- 13.87% |
$49.3K - $50.7K
|
3.17K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-515- 0.48% |
$49.8K - $51.2K
|
107K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-515- 10.99% |
$49.8K - $51.2K
|
4.17K
$404K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-525- 13.17% |
$50.8K - $52.2K
|
3.46K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-532- 9.1% |
$51.5K - $52.9K
|
5.31K
$514K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-544- 2.41% |
$52.6K - $54.1K
|
22K
$2.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-552- 13.63% |
$53.4K - $54.9K
|
3.5K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-553- 41.86% |
$53.5K - $55K
|
768
$74.4K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-554- 1.4% |
$53.6K - $55.1K
|
38.9K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-563- 11.31% |
$54.5K - $55.9K
|
4.42K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-565- 4.65% |
$54.7K - $56.1K
|
11.6K
$1.12M
|