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 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09M- 60.8% |
$105M - $108M
|
701K
$70.5M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.33M- 89.94% |
$129M - $132M
|
149K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35M- 3.3% |
$130M - $134M
|
39.4M
$3.97B
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.43M- 10.04% |
$138M - $142M
|
12.8M
$1.29B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43M- 65.97% |
$235M - $242M
|
1.25M
$126M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.73M- 33.46% |
$264M - $271M
|
5.43M
$547M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.96M- 99.82% |
$286M - $294M
|
5.39K
$543K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.1M- 34.3% |
$396M - $407M
|
7.85M
$790M
|
|
|
May 08, 2024
Q1 2024
|
P/E Global LLC
|
SELL
|
- |
-6.23M- 92.33% |
$603M - $619M
|
518K
$52.1M
|