Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.6M+ 22.61% |
$2.05B - $2.11B
|
117M
$11.4B
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.37M+ 68.42% |
$511M - $526M
|
13.2M
$1.29B
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
5.14MNew |
$488M - $503M
|
5.14M
$502M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.64M+ 11.77% |
$441M - $454M
|
44.1M
$4.31B
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.52MNew |
$430M - $443M
|
4.52M
$442M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.94M+ 54604.93% |
$280M - $288M
|
2.95M
$288M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64M+ 4.0% |
$251M - $259M
|
68.7M
$6.71B
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5M+ 9.9% |
$238M - $245M
|
27.7M
$2.71B
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.4M+ 1264.69% |
$228M - $235M
|
2.59M
$253M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 4.79% |
$200M - $206M
|
46M
$4.5B
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1M+ 36.2% |
$199M - $205M
|
7.89M
$771M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.84M+ 5.82% |
$175M - $181M
|
33.5M
$3.28B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.8M+ 2250.41% |
$171M - $176M
|
1.88M
$184M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.8M+ 91.9% |
$171M - $176M
|
3.75M
$367M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7M+ 9.66% |
$162M - $167M
|
19.3M
$1.89B
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.63M+ 86.34% |
$155M - $160M
|
3.52M
$344M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28M+ 12.25% |
$121M - $125M
|
11.7M
$1.14B
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.24M+ 8.49% |
$118M - $122M
|
15.9M
$1.55B
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.2M+ 58.97% |
$115M - $118M
|
3.25M
$317M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.1M+ 186.39% |
$105M - $108M
|
1.69M
$165M
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
1.05M+ 74.52% |
$99.7M - $103M
|
2.45M
$240M
|
|
|
Aug 06, 2024
Q2 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
895K+ 52.71% |
$85.1M - $87.6M
|
2.59M
$253M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
860K+ 4.88% |
$81.8M - $84.3M
|
18.5M
$1.81B
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
764K+ 21.29% |
$72.7M - $74.8M
|
4.35M
$425M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
619K+ 5.93% |
$58.8M - $60.6M
|
11M
$1.08B
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
603K+ 1689.08% |
$57.3M - $59M
|
639K
$62.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
488K+ 1.19% |
$46.4M - $47.8M
|
41.6M
$4.06B
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458K+ 5.41% |
$43.6M - $44.8M
|
8.92M
$871M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
394KNew |
$37.5M - $38.6M
|
394K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
380K+ 5.81% |
$36.1M - $37.2M
|
6.91M
$676M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 5.44% |
$34.2M - $35.2M
|
6.96M
$680M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
344K+ 41.28% |
$32.7M - $33.7M
|
1.18M
$115M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
321K+ 21.27% |
$30.5M - $31.4M
|
1.83M
$179M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
319K+ 2.52% |
$30.3M - $31.2M
|
13M
$1.27B
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
318K+ 152.17% |
$30.2M - $31.1M
|
527K
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
302K+ 25.92% |
$28.7M - $29.6M
|
1.47M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
286KNew |
$27.2M - $28M
|
286K
$27.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
284KNew |
$27M - $27.8M
|
284K
$27.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
282KNew |
$26.8M - $27.6M
|
282K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
260K+ 12.23% |
$24.8M - $25.5M
|
2.39M
$234M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
253K+ 363.48% |
$24.1M - $24.8M
|
323K
$31.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
251K+ 12.13% |
$23.9M - $24.6M
|
2.32M
$227M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
248KNew |
$23.6M - $24.3M
|
248K
$24.2M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
242K+ 5587.19% |
$23M - $23.7M
|
246K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
238K+ 6.04% |
$22.7M - $23.3M
|
4.18M
$409M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
232K+ 240.3% |
$22.1M - $22.8M
|
329K
$32.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
226K+ 17.28% |
$21.5M - $22.2M
|
1.54M
$150M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
217K+ 24.19% |
$20.6M - $21.2M
|
1.11M
$109M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
196KNew |
$18.6M - $19.2M
|
196K
$19.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195K+ 27.17% |
$18.5M - $19.1M
|
913K
$89.2M
|