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 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.38K- 13.92% |
$424K - $436K
|
27.1K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.44K- 17.01% |
$430K - $441K
|
21.7K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.55K- 33.84% |
$440K - $452K
|
8.9K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.77K- 9.75% |
$461K - $474K
|
44.1K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.82K- 1.98% |
$466K - $479K
|
239K
$23.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.83K- 1.13% |
$467K - $479K
|
423K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.92K- 22.78% |
$476K - $489K
|
16.7K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.07K- 31.14% |
$491K - $504K
|
11.2K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-5.13K- 3.02% |
$496K - $510K
|
165K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.19K- 8.47% |
$502K - $515K
|
56K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.19K- 57.08% |
$503K - $516K
|
3.91K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.23K- 56.98% |
$506K - $520K
|
3.95K
$382K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.24K- 9.06% |
$506K - $520K
|
52.5K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.33K- 8.18% |
$516K - $530K
|
59.9K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.42K- 60.1% |
$524K - $538K
|
3.6K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.42K- 4.38% |
$525K - $539K
|
118K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-5.51K- 5.32% |
$533K - $547K
|
98.1K
$9.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.65K- 18.56% |
$546K - $561K
|
24.8K
$2.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.7K- 8.59% |
$551K - $566K
|
60.6K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-5.72K- 12.01% |
$553K - $568K
|
41.9K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.73K- 12.41% |
$554K - $569K
|
40.4K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.77K- 36.48% |
$558K - $573K
|
10K
$972K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.82K- 59.08% |
$563K - $579K
|
4.03K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-5.83K- 95.48% |
$564K - $579K
|
276
$26.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.86K- 41.22% |
$567K - $582K
|
8.36K
$809K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.92K- 18.22% |
$573K - $588K
|
26.6K
$2.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-5.95K- 3.81% |
$576K - $592K
|
150K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-6.14K- 8.59% |
$594K - $610K
|
65.4K
$6.33M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.2K- 11.63% |
$599K - $616K
|
47.1K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.21K- 19.08% |
$600K - $617K
|
26.3K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.4K- 10.47% |
$619K - $635K
|
54.7K
$5.29M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-6.47K- 9.86% |
$626K - $643K
|
59.1K
$5.73M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.53K- 4.68% |
$632K - $649K
|
133K
$12.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.56K- 1.94% |
$634K - $651K
|
331K
$32M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-6.58K- 25.18% |
$637K - $654K
|
19.6K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.82K- 53.01% |
$660K - $677K
|
6.04K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.88K- 30.92% |
$665K - $683K
|
15.4K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.16K- 3.73% |
$693K - $712K
|
185K
$17.9M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-7.48K- 33.47% |
$724K - $743K
|
14.9K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.73K- 20.41% |
$748K - $768K
|
30.1K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.76K- 33.45% |
$751K - $772K
|
15.4K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.82K- 99.89% |
$757K - $777K
|
9
$871
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.83K- 19.35% |
$757K - $778K
|
32.6K
$3.16M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-7.93K- 47.71% |
$767K - $788K
|
8.69K
$842K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-8.11K- 76.23% |
$784K - $805K
|
2.53K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.13K- 26.38% |
$786K - $807K
|
22.7K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.21K- 33.7% |
$794K - $815K
|
16.1K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.34K- 99.64% |
$807K - $829K
|
30
$2.9K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.52KClosed |
$824K - $847K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.54K- 35.99% |
$826K - $848K
|
15.2K
$1.47M
|