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 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-968- 20.7% |
$93.7K - $96.2K
|
3.71K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-968- 6.81% |
$93.7K - $96.2K
|
13.2K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-976- 51.8% |
$94.4K - $97K
|
908
$87.9K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1K- 93.46% |
$96.8K - $99.4K
|
70
$6.78K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 2.24% |
$96.9K - $99.6K
|
43.8K
$4.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.03K- 76.49% |
$99.2K - $102K
|
315
$30.5K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.03K- 16.88% |
$99.6K - $102K
|
5.07K
$491K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 6.35% |
$102K - $104K
|
15.5K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.05K- 23.19% |
$102K - $104K
|
3.48K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.07K- 26.78% |
$104K - $106K
|
2.93K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 26.77% |
$105K - $107K
|
2.96K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.1K- 6.58% |
$106K - $109K
|
15.6K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.1K- 7.84% |
$107K - $110K
|
13K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 13.49% |
$108K - $111K
|
7.14K
$691K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.14K- 26.94% |
$110K - $113K
|
3.09K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.14K- 26.79% |
$110K - $113K
|
3.12K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.14K- 17.69% |
$110K - $113K
|
5.31K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.14K- 10.55% |
$111K - $114K
|
9.69K
$938K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.15K- 82.65% |
$111K - $114K
|
241
$23.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 98.99% |
$114K - $117K
|
12
$1.16K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.19K- 2.2% |
$115K - $118K
|
52.6K
$5.09M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.19K- 3.17% |
$115K - $118K
|
36.4K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 9.17% |
$116K - $119K
|
11.9K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.2K- 23.94% |
$116K - $119K
|
3.81K
$369K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.21K- 92.28% |
$117K - $120K
|
101
$9.78K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 0.8% |
$119K - $123K
|
153K
$14.8M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$99.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.24K- 1.68% |
$120K - $123K
|
72.4K
$7.01M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.24K- 7.16% |
$120K - $123K
|
16.1K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.27K- 1.16% |
$123K - $126K
|
108K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.29K- 10.14% |
$124K - $128K
|
11.4K
$1.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 22.09% |
$125K - $128K
|
4.54K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 17.18% |
$125K - $129K
|
6.25K
$605K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.32K- 6.74% |
$128K - $131K
|
18.3K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.34K- 0.35% |
$129K - $133K
|
385K
$37.3M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.36K- 27.06% |
$131K - $135K
|
3.66K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.37K- 12.94% |
$132K - $136K
|
9.2K
$890K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.38K- 12.87% |
$133K - $137K
|
9.31K
$901K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 1.83% |
$136K - $140K
|
75.6K
$7.32M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.43K- 3.09% |
$138K - $142K
|
44.8K
$4.34M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.45K- 34.24% |
$140K - $144K
|
2.78K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.48K- 2.41% |
$143K - $147K
|
59.8K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.49K- 9.31% |
$144K - $148K
|
14.6K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 8.78% |
$145K - $149K
|
15.6K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.51K- 4.93% |
$146K - $150K
|
29.1K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 6.89% |
$146K - $150K
|
20.4K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.52K- 14.56% |
$147K - $151K
|
8.9K
$861K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.52K- 6.22% |
$147K - $151K
|
22.9K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.55K- 2.76% |
$150K - $154K
|
54.7K
$5.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.57K- 5.17% |
$152K - $156K
|
28.8K
$2.79M
|