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 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.61K- 4.08% |
$252K - $259K
|
61.3K
$5.94M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.64K- 0.31% |
$255K - $262K
|
839K
$81.2M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.65K- 39.63% |
$256K - $263K
|
4.03K
$391K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-2.7K- 6.69% |
$261K - $268K
|
37.7K
$3.65M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.7K- 1.83% |
$262K - $269K
|
145K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.73K- 47.08% |
$264K - $271K
|
3.07K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.75K- 51.99% |
$266K - $273K
|
2.54K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.83K- 8.62% |
$274K - $281K
|
30K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.83K- 17.96% |
$274K - $282K
|
12.9K
$1.25M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.88K- 35.66% |
$278K - $286K
|
5.19K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.91K- 0.99% |
$281K - $289K
|
291K
$28.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.93K- 7.53% |
$284K - $291K
|
36K
$3.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.95K- 0.62% |
$285K - $293K
|
473K
$45.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.08K- 88.69% |
$298K - $306K
|
392
$37.9K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-3.09K- 2.22% |
$299K - $307K
|
137K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.13K- 26.21% |
$303K - $311K
|
8.82K
$853K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.2K- 12.2% |
$310K - $318K
|
23K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.21K- 35.97% |
$310K - $319K
|
5.71K
$553K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.21K- 35.97% |
$310K - $319K
|
5.71K
$553K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.24K- 13.13% |
$313K - $322K
|
21.4K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.33K- 38.14% |
$322K - $331K
|
5.4K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.35K- 8.94% |
$324K - $332K
|
34.1K
$3.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.35K- 20.99% |
$324K - $333K
|
12.6K
$1.22M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.35K- 18.21% |
$324K - $333K
|
15.1K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.4K- 48.47% |
$329K - $338K
|
3.61K
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.42K- 19.84% |
$330K - $339K
|
13.8K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.44K- 22.04% |
$332K - $341K
|
12.2K
$1.18M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-3.48K- 5.18% |
$336K - $345K
|
63.6K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.54K- 16.88% |
$342K - $352K
|
17.4K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-3.57K- 3.93% |
$346K - $355K
|
87.4K
$8.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.59K- 15.18% |
$347K - $357K
|
20K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.62K- 1.93% |
$350K - $359K
|
184K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.62K- 18.5% |
$350K - $360K
|
16K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.66K- 3.82% |
$354K - $364K
|
92.1K
$8.92M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.76K- 3.49% |
$364K - $374K
|
104K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.9K- 1.76% |
$378K - $388K
|
218K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.91K- 2.38% |
$378K - $388K
|
160K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.91K- 40.51% |
$378K - $389K
|
5.75K
$556K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.98K- 12.19% |
$385K - $395K
|
28.6K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-3.98K- 1.88% |
$385K - $395K
|
208K
$20.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.99K- 99.28% |
$386K - $397K
|
29
$2.81K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.08K- 60.7% |
$394K - $405K
|
2.64K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.08K- 29.75% |
$394K - $405K
|
9.63K
$932K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.08K- 37.5% |
$395K - $406K
|
6.8K
$659K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.11K- 8.88% |
$397K - $408K
|
42.1K
$4.08M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.2K- 47.09% |
$406K - $417K
|
4.71K
$456K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.23K- 29.93% |
$409K - $420K
|
9.9K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.24K- 46.58% |
$410K - $421K
|
4.86K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.31K- 19.92% |
$417K - $428K
|
17.3K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.36K- 17.2% |
$422K - $433K
|
21K
$2.03M
|