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 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
19K+ 24.49% |
$1.84M - $1.89M
|
96.5K
$9.36M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.9K+ 15.45% |
$1.83M - $1.88M
|
142K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
18.9K+ 14.37% |
$1.83M - $1.88M
|
150K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
18.6K+ 5.58% |
$1.8M - $1.85M
|
352K
$34.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
18.4K+ 2.37% |
$1.78M - $1.82M
|
793K
$76.9M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
18.2K+ 2.65% |
$1.76M - $1.81M
|
706K
$68.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 8.43% |
$1.75M - $1.8M
|
232K
$22.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 6.39% |
$1.71M - $1.76M
|
295K
$28.6M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
17.7K+ 7.75% |
$1.71M - $1.76M
|
246K
$23.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
17.7K+ 232.91% |
$1.71M - $1.76M
|
25.3K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.6K+ 10.4% |
$1.7M - $1.75M
|
187K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.5K+ 154.65% |
$1.69M - $1.74M
|
28.8K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17.3K+ 30.88% |
$1.68M - $1.72M
|
73.5K
$7.13M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
17K+ 4.6% |
$1.64M - $1.69M
|
387K
$37.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
17K+ 4.37% |
$1.64M - $1.68M
|
405K
$39.3M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16.8K+ 7.0% |
$1.63M - $1.67M
|
258K
$25M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.8KNew |
$1.63M - $1.67M
|
16.8K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.8K+ 5.22% |
$1.62M - $1.67M
|
338K
$32.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.8K+ 8.69% |
$1.62M - $1.67M
|
210K
$20.3M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
16.7K+ 3.52% |
$1.61M - $1.66M
|
490K
$47.5M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
16.7K+ 12.92% |
$1.61M - $1.66M
|
146K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.7K+ 408.33% |
$1.61M - $1.66M
|
20.7K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.5K+ 5.71% |
$1.6M - $1.64M
|
306K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.5KNew |
$1.6M - $1.64M
|
16.5K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
16.4K+ 1.16% |
$1.59M - $1.63M
|
1.44M
$139M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16K+ 2.08% |
$1.55M - $1.59M
|
785K
$76.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
16K+ 7.24% |
$1.54M - $1.59M
|
236K
$22.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
15.5K+ 5.56% |
$1.5M - $1.54M
|
295K
$28.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
14.9K+ 11.89% |
$1.44M - $1.48M
|
140K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 5.57% |
$1.42M - $1.46M
|
279K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14.7K+ 5.95% |
$1.42M - $1.46M
|
261K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
14.7K+ 10.17% |
$1.42M - $1.46M
|
159K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 3.31% |
$1.41M - $1.44M
|
454K
$44M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
14.5K+ 17.21% |
$1.41M - $1.44M
|
98.9K
$9.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14.5K+ 9.77% |
$1.4M - $1.44M
|
163K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.4K+ 4.41% |
$1.39M - $1.43M
|
341K
$33.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.2K+ 40.42% |
$1.37M - $1.41M
|
49.2K
$4.77M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 9.2% |
$1.37M - $1.41M
|
168K
$16.3M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14K+ 4.17% |
$1.35M - $1.39M
|
349K
$33.8M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.9K+ 69.04% |
$1.35M - $1.39M
|
34.1K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
13.9K+ 14.5% |
$1.35M - $1.38M
|
110K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
13.9K+ 35.55% |
$1.34M - $1.38M
|
52.9K
$5.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
13.8K+ 18.61% |
$1.33M - $1.37M
|
87.9K
$8.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.6K+ 440.65% |
$1.32M - $1.35M
|
16.7K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
13.5K+ 39.93% |
$1.31M - $1.34M
|
47.4K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.3M - $1.34M
|
13.5K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
13.3K+ 67.22% |
$1.29M - $1.33M
|
33.2K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
13.3K+ 16.69% |
$1.29M - $1.32M
|
93K
$9.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.1K+ 4.68% |
$1.27M - $1.3M
|
293K
$28.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
13K+ 6.05% |
$1.25M - $1.29M
|
227K
$22M
|