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 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.59K- 6.98% |
$154K - $158K
|
21.2K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.6K- 56.42% |
$154K - $159K
|
1.23K
$119K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.64K- 17.72% |
$159K - $163K
|
7.61K
$737K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.65K- 40.26% |
$160K - $164K
|
2.45K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 34.5% |
$163K - $167K
|
3.19K
$309K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.69K- 27.56% |
$163K - $168K
|
4.44K
$430K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.7K- 4.89% |
$164K - $169K
|
33K
$3.2M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.72K- 9.84% |
$166K - $171K
|
15.8K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.73K- 3.34% |
$168K - $172K
|
50.1K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.76K- 12.82% |
$171K - $175K
|
12K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.76K- 0.93% |
$171K - $175K
|
189K
$18.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.77K- 1.43% |
$171K - $176K
|
122K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.77K- 97.31% |
$172K - $176K
|
49
$4.74K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.78K- 3.53% |
$173K - $177K
|
48.8K
$4.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.82K- 24.0% |
$176K - $181K
|
5.75K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.84K- 0.21% |
$178K - $183K
|
871K
$84.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.85K- 4.56% |
$179K - $183K
|
38.6K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.86K- 2.63% |
$180K - $185K
|
68.9K
$6.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.86K- 6.89% |
$180K - $185K
|
25.1K
$2.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.87K- 22.32% |
$181K - $186K
|
6.51K
$631K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.88K- 27.3% |
$182K - $187K
|
5.01K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.89K- 7.94% |
$183K - $188K
|
21.9K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.9K- 2.05% |
$184K - $189K
|
90.7K
$8.78M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.91K- 39.82% |
$185K - $190K
|
2.88K
$279K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 20.03% |
$187K - $192K
|
7.73K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.95K- 21.24% |
$189K - $194K
|
7.23K
$700K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.96K- 41.98% |
$190K - $195K
|
2.71K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 33.6% |
$190K - $195K
|
3.88K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 15.25% |
$191K - $197K
|
11K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.02K- 1.38% |
$195K - $201K
|
144K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.06K- 29.21% |
$199K - $205K
|
4.99K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.06K- 38.6% |
$199K - $205K
|
3.28K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.06K- 4.74% |
$199K - $205K
|
41.5K
$4.01M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.09K- 28.03% |
$203K - $208K
|
5.38K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 15.43% |
$203K - $209K
|
11.5K
$1.11M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 2.44% |
$203K - $209K
|
84K
$8.13M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.17K- 11.6% |
$210K - $215K
|
16.5K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.18K- 3.88% |
$211K - $216K
|
53.9K
$5.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.18K- 2.99% |
$211K - $217K
|
70.8K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.21K- 7.58% |
$214K - $220K
|
26.9K
$2.61M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.21K- 19.7% |
$214K - $220K
|
9.01K
$872K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.21K- 16.09% |
$214K - $220K
|
11.5K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.28K- 36.53% |
$221K - $227K
|
3.96K
$384K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.32K- 7.93% |
$224K - $230K
|
26.9K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.38K- 16.18% |
$230K - $237K
|
12.3K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.41K- 8.66% |
$233K - $239K
|
25.4K
$2.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.45K- 15.66% |
$237K - $244K
|
13.2K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-2.57K- 46.53% |
$249K - $255K
|
2.95K
$286K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.58K- 2.8% |
$249K - $256K
|
89.2K
$8.64M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.6K- 2.54% |
$251K - $258K
|
99.5K
$9.63M
|