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 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.85K+ 9.77% |
$663K - $680K
|
76.9K
$7.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.81K+ 7.93% |
$658K - $676K
|
92.6K
$8.98M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.8K+ 28.87% |
$657K - $675K
|
30.3K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.76K+ 150.11% |
$654K - $672K
|
11.3K
$1.09M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.75K+ 7.09% |
$653K - $671K
|
102K
$9.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.72K+ 2.88% |
$650K - $668K
|
240K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.65K+ 5.5% |
$643K - $661K
|
128K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.65K+ 0.94% |
$643K - $661K
|
718K
$69.6M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.6K+ 29.53% |
$639K - $656K
|
29K
$2.81M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
6.6K+ 33.59% |
$638K - $656K
|
26.2K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.58K+ 16.83% |
$636K - $653K
|
45.6K
$4.42M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
6.56K+ 6.75% |
$634K - $652K
|
104K
$10M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.55K+ 20.79% |
$634K - $651K
|
38.1K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.37K+ 1.7% |
$616K - $632K
|
382K
$37M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.32KNew |
$612K - $628K
|
6.32K
$613K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.32KNew |
$611K - $628K
|
6.32K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.3K+ 20.21% |
$609K - $626K
|
37.4K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.25K+ 0.94% |
$604K - $621K
|
668K
$64.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 21.5% |
$603K - $620K
|
35.2K
$3.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
6.23K+ 13.8% |
$603K - $619K
|
51.4K
$4.98M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
6.21KNew |
$601K - $617K
|
6.21K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.19K+ 3.9% |
$598K - $615K
|
165K
$16M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.15K+ 1.71% |
$595K - $611K
|
367K
$35.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
6.12K+ 50.95% |
$592K - $608K
|
18.1K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.08K+ 8.51% |
$589K - $604K
|
77.6K
$7.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
5.97K+ 0.49% |
$577K - $593K
|
1.22M
$118M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.92K+ 170.88% |
$573K - $588K
|
9.39K
$910K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.87K+ 10.7% |
$568K - $583K
|
60.7K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.84KNew |
$565K - $580K
|
5.84K
$566K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
5.82K+ 8.41% |
$563K - $578K
|
75K
$7.28M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
5.8KNew |
$561K - $576K
|
5.8K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 15.6% |
$555K - $570K
|
42.5K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.74K+ 11.8% |
$555K - $570K
|
54.3K
$5.27M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
5.73K+ 6.91% |
$554K - $569K
|
88.7K
$8.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
5.71K+ 115.88% |
$553K - $568K
|
10.6K
$1.03M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.7KNew |
$552K - $567K
|
5.7K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.64K+ 95.77% |
$545K - $560K
|
11.5K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.64K+ 41.46% |
$545K - $560K
|
19.2K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 8.62% |
$540K - $554K
|
70.3K
$6.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.47K+ 1.57% |
$530K - $544K
|
355K
$34.4M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.47K+ 33.37% |
$529K - $543K
|
21.8K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.43KNew |
$526K - $540K
|
5.43K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5.43K+ 106.72% |
$525K - $540K
|
10.5K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.24KNew |
$507K - $521K
|
5.24K
$508K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.23K+ 4.72% |
$506K - $520K
|
116K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.22K+ 141.11% |
$505K - $519K
|
8.93K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.19KNew |
$502K - $516K
|
5.19K
$503K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.18K+ 38.1% |
$501K - $514K
|
18.8K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.17K+ 10.85% |
$501K - $514K
|
52.9K
$5.13M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.16K+ 15.04% |
$499K - $513K
|
39.5K
$3.83M
|