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 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
49.8K+ 101.06% |
$4.82M - $4.95M
|
99K
$9.6M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49.5K+ 32.84% |
$4.79M - $4.91M
|
200K
$19.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
48.6K+ 5.76% |
$4.7M - $4.82M
|
891K
$86.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
48K+ 15.29% |
$4.64M - $4.77M
|
362K
$35.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46.8K+ 9.19% |
$4.53M - $4.65M
|
556K
$53.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46.4K+ 756.92% |
$4.49M - $4.61M
|
52.6K
$5.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46.4K+ 3.52% |
$4.49M - $4.61M
|
1.37M
$132M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45.8K+ 2.18% |
$4.43M - $4.55M
|
2.15M
$208M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
45.7K+ 126.19% |
$4.42M - $4.54M
|
81.9K
$7.94M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45.2K+ 8.15% |
$4.37M - $4.49M
|
599K
$58.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.2K+ 6.91% |
$4.28M - $4.4M
|
684K
$66.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
44.2K+ 24.17% |
$4.27M - $4.39M
|
227K
$22M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
43.4K+ 9.31% |
$4.2M - $4.31M
|
509K
$49.4M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.1K+ 35.86% |
$4.17M - $4.28M
|
163K
$15.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
42.9K+ 34.59% |
$4.15M - $4.27M
|
167K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.7K+ 29.13% |
$4.13M - $4.24M
|
189K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42.3K+ 35.23% |
$4.09M - $4.2M
|
162K
$15.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
41.8KNew |
$4.04M - $4.15M
|
41.8K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41K+ 18.89% |
$3.96M - $4.07M
|
258K
$25M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
40.7K+ 650.39% |
$3.94M - $4.05M
|
47K
$4.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.3K+ 129.3% |
$3.8M - $3.91M
|
69.7K
$6.76M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38K+ 4.75% |
$3.68M - $3.78M
|
839K
$81.3M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
37.9K+ 0.59% |
$3.66M - $3.76M
|
6.42M
$622M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.1K+ 3.88% |
$3.59M - $3.68M
|
993K
$96.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
36.5K+ 132.79% |
$3.54M - $3.63M
|
64.1K
$6.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
36.5K+ 111.12% |
$3.53M - $3.62M
|
69.3K
$6.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
36.4K+ 33.56% |
$3.52M - $3.62M
|
145K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.2K+ 1.32% |
$3.5M - $3.59M
|
2.78M
$270M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
36.1K+ 71.81% |
$3.5M - $3.59M
|
86.4K
$8.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
35.3KNew |
$3.41M - $3.51M
|
35.3K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
34.9K+ 54.06% |
$3.37M - $3.46M
|
99.3K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
34.8K+ 6.7% |
$3.37M - $3.46M
|
555K
$53.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34.8K+ 10.34% |
$3.36M - $3.45M
|
371K
$36M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
34KNew |
$3.29M - $3.37M
|
34K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
33.7K+ 6.89% |
$3.26M - $3.35M
|
523K
$50.7M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
33.4K+ 69.24% |
$3.23M - $3.32M
|
81.6K
$7.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
33.3KNew |
$3.22M - $3.31M
|
33.3K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
33.2K+ 17.33% |
$3.21M - $3.3M
|
225K
$21.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
33.2K+ 21.61% |
$3.21M - $3.3M
|
187K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32.1K+ 349.18% |
$3.11M - $3.19M
|
41.3K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
31.8K+ 168.93% |
$3.08M - $3.16M
|
50.7K
$4.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
31.8K+ 1435.64% |
$3.08M - $3.16M
|
34K
$3.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
31.6K+ 17.13% |
$3.06M - $3.14M
|
216K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.9K+ 4.25% |
$2.99M - $3.07M
|
758K
$73.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
30.8K+ 8.18% |
$2.98M - $3.06M
|
407K
$39.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
30.4KNew |
$2.94M - $3.02M
|
30.4K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
30.1K+ 26.39% |
$2.91M - $2.99M
|
144K
$14M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
30K+ 26.76% |
$2.9M - $2.98M
|
142K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
29.9K+ 29.19% |
$2.89M - $2.97M
|
132K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
29.6K+ 14.48% |
$2.87M - $2.94M
|
234K
$22.7M
|