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 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 49.99% |
$1.57M - $1.62M
|
16.3K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-16.8K- 23.36% |
$1.63M - $1.67M
|
55.2K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.9K- 24.28% |
$1.64M - $1.68M
|
52.8K
$5.11M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-17.1K- 29.55% |
$1.65M - $1.7M
|
40.7K
$3.94M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-17.3K- 72.9% |
$1.67M - $1.72M
|
6.42K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.3K- 8.39% |
$1.67M - $1.72M
|
189K
$18.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-20K- 5.38% |
$1.93M - $1.98M
|
351K
$34M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20.2K- 33.81% |
$1.95M - $2.01M
|
39.5K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-20.6K- 95.53% |
$2M - $2.05M
|
965
$93.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.7K- 23.63% |
$2M - $2.05M
|
66.8K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21K- 94.31% |
$2.03M - $2.09M
|
1.27K
$122K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21.5K- 23.13% |
$2.08M - $2.14M
|
71.5K
$6.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-21.5K- 24.88% |
$2.08M - $2.14M
|
65K
$6.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-21.6K- 9.78% |
$2.09M - $2.15M
|
200K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-22.2K- 8.32% |
$2.15M - $2.2M
|
244K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-22.2K- 19.84% |
$2.15M - $2.21M
|
89.8K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-23.4K- 6.37% |
$2.26M - $2.32M
|
343K
$33.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-24.3K- 37.85% |
$2.35M - $2.42M
|
40K
$3.87M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-24.4K- 18.43% |
$2.37M - $2.43M
|
108K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-25.4K- 84.21% |
$2.46M - $2.52M
|
4.76K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-26K- 12.76% |
$2.52M - $2.59M
|
178K
$17.2M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-26.4K- 36.31% |
$2.55M - $2.62M
|
46.3K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-26.6K- 2.73% |
$2.57M - $2.64M
|
944K
$91.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-27.9K- 61.27% |
$2.7M - $2.77M
|
17.6K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-27.9K- 70.69% |
$2.7M - $2.77M
|
11.6K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-28.9K- 21.08% |
$2.79M - $2.87M
|
108K
$10.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-28.9K- 31.81% |
$2.8M - $2.87M
|
62K
$6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29K- 10.15% |
$2.8M - $2.88M
|
256K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.3K- 25.36% |
$2.83M - $2.91M
|
86.1K
$8.34M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-29.3K- 4.03% |
$2.84M - $2.91M
|
699K
$67.7M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-29.4K- 2.19% |
$2.84M - $2.92M
|
1.31M
$127M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-30K- 91.48% |
$2.9M - $2.98M
|
2.79K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-30.1K- 90.19% |
$2.92M - $3M
|
3.28K
$318K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 6.14% |
$2.93M - $3.01M
|
463K
$44.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-30.9K- 4.86% |
$2.99M - $3.07M
|
605K
$58.5M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-30.9K- 25.31% |
$2.99M - $3.07M
|
91.2K
$8.83M
|
|
|
May 15, 2024
Q1 2024
|
Trustees Of The Smith College
|
SELL
|
- |
-33.8K- 19.72% |
$3.27M - $3.35M
|
137K
$13.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33.8K- 29.25% |
$3.27M - $3.36M
|
81.9K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-34K- 17.55% |
$3.29M - $3.38M
|
160K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-34.1K- 11.8% |
$3.3M - $3.39M
|
255K
$24.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-34.2K- 30.59% |
$3.31M - $3.4M
|
77.6K
$7.51M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-34.9K- 13.2% |
$3.38M - $3.47M
|
230K
$22.2M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-36.8K- 81.74% |
$3.56M - $3.66M
|
8.23K
$797K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-37.3K- 8.86% |
$3.61M - $3.7M
|
383K
$37.1M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-38.2K- 15.58% |
$3.7M - $3.8M
|
207K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.8K- 16.55% |
$3.85M - $3.96M
|
201K
$19.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-40K- 3.94% |
$3.87M - $3.97M
|
974K
$94.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.6K- 92.07% |
$3.93M - $4.04M
|
3.5K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-41.5K- 77.29% |
$4.02M - $4.13M
|
12.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.4K- 71.37% |
$4.39M - $4.51M
|
18.2K
$1.76M
|