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 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-585- 66.1% |
$56.6K - $58.1K
|
300
$29K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-593- 2.08% |
$57.4K - $58.9K
|
27.9K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-596- 2.51% |
$57.7K - $59.2K
|
23.2K
$2.24M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-596- 2.29% |
$57.7K - $59.2K
|
25.5K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-599- 6.3% |
$58K - $59.5K
|
8.91K
$862K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-604- 12.64% |
$58.4K - $60K
|
4.17K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-614- 2.3% |
$59.4K - $61K
|
26K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-623- 1.37% |
$60.3K - $61.9K
|
45K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-625- 4.41% |
$60.5K - $62.1K
|
13.5K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-626- 22.13% |
$60.6K - $62.2K
|
2.2K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-631- 0.15% |
$61K - $62.7K
|
410K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-639- 8.02% |
$61.8K - $63.5K
|
7.33K
$709K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-640- 0.97% |
$61.9K - $63.6K
|
65.3K
$6.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-646- 0.94% |
$62.5K - $64.2K
|
68.3K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-649- 14.74% |
$62.8K - $64.5K
|
3.76K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-651- 2.21% |
$63K - $64.7K
|
28.8K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-651- 16.49% |
$63K - $64.7K
|
3.3K
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-668- 23.94% |
$64.6K - $66.4K
|
2.12K
$205K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-672- 5.13% |
$65K - $66.8K
|
12.4K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-677- 5.19% |
$65.5K - $67.3K
|
12.4K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-679- 1.93% |
$65.7K - $67.5K
|
34.4K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-695- 76.12% |
$67.2K - $69.1K
|
218
$21.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-719- 1.17% |
$69.6K - $71.4K
|
60.8K
$5.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-727- 51.74% |
$70.3K - $72.2K
|
678
$65.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-733- 21.54% |
$70.9K - $72.8K
|
2.67K
$258K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-735- 63.47% |
$71.1K - $73K
|
423
$41K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-735- 3.6% |
$71.1K - $73K
|
19.7K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-740- 7.23% |
$71.6K - $73.5K
|
9.49K
$919K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-741- 2.27% |
$71.7K - $73.6K
|
31.8K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-741- 7.15% |
$71.7K - $73.6K
|
9.63K
$932K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-751- 13.3% |
$72.7K - $74.6K
|
4.9K
$474K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-766- 26.83% |
$74.1K - $76.1K
|
2.09K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-805- 7.23% |
$77.9K - $80K
|
10.3K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-807- 0.53% |
$78.1K - $80.2K
|
152K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-814- 15.74% |
$78.8K - $80.9K
|
4.36K
$422K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-830- 28.62% |
$80.3K - $82.5K
|
2.07K
$200K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-839- 27.55% |
$81.2K - $83.4K
|
2.21K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-844- 11.66% |
$81.7K - $83.9K
|
6.39K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-850- 3.79% |
$82.2K - $84.5K
|
21.6K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-862- 13.88% |
$83.4K - $85.7K
|
5.35K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-866- 50.85% |
$83.8K - $86.1K
|
837
$81K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-880- 17.74% |
$85.1K - $87.4K
|
4.08K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-894- 4.5% |
$86.5K - $88.8K
|
19K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-919- 19.57% |
$88.9K - $91.3K
|
3.78K
$366K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-922- 3.11% |
$89.2K - $91.6K
|
28.7K
$2.78M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-935- 14.38% |
$90.5K - $92.9K
|
5.57K
$539K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-941- 8.85% |
$91K - $93.5K
|
9.69K
$938K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-953- 2.57% |
$92.2K - $94.7K
|
36.1K
$3.5M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-955- 0.78% |
$92.4K - $94.9K
|
121K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-961- 5.36% |
$93K - $95.5K
|
17K
$1.64M
|