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 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.3K+ 62.17% |
$313K - $323K
|
8.6K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.28KNew |
$312K - $321K
|
3.28K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.24K+ 5.41% |
$308K - $317K
|
63.1K
$6.16M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
3.21K+ 6.94% |
$306K - $315K
|
49.5K
$4.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.21K+ 23.97% |
$305K - $314K
|
16.6K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$303K - $312K
|
3.19K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3.16K+ 3.4% |
$300K - $309K
|
96.1K
$9.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.14KNew |
$298K - $307K
|
3.14K
$306K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.14K+ 79.61% |
$298K - $307K
|
7.07K
$691K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.1K+ 56.25% |
$295K - $304K
|
8.61K
$841K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.07K+ 95.85% |
$292K - $301K
|
6.27K
$613K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.05K+ 12.21% |
$290K - $298K
|
28K
$2.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
3.05K+ 0.76% |
$290K - $298K
|
402K
$39.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.04K+ 583.14% |
$290K - $298K
|
3.57K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.04KNew |
$290K - $298K
|
3.04K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.02K+ 4.01% |
$287K - $295K
|
78.3K
$7.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.01K+ 2.78% |
$286K - $294K
|
111K
$10.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
3K+ 0.84% |
$286K - $294K
|
360K
$35.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.98K+ 26.95% |
$283K - $291K
|
14K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.98K+ 18.52% |
$283K - $291K
|
19K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.95K+ 4.18% |
$281K - $289K
|
73.7K
$7.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.92KNew |
$278K - $286K
|
2.92K
$285K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.92KNew |
$278K - $286K
|
2.92K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.89KNew |
$274K - $282K
|
2.89K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 55.41% |
$274K - $282K
|
8.07K
$788K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.83K+ 4.23% |
$269K - $277K
|
69.6K
$6.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.81K+ 22.91% |
$267K - $275K
|
15.1K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.81K+ 2.51% |
$267K - $275K
|
115K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.81K+ 3.29% |
$267K - $275K
|
88.2K
$8.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.79KNew |
$265K - $273K
|
2.79K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 14.15% |
$260K - $268K
|
22.1K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.71K+ 9.84% |
$258K - $266K
|
30.3K
$2.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.68K+ 1.07% |
$255K - $262K
|
253K
$24.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.67KNew |
$254K - $261K
|
2.67K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.67K+ 90.65% |
$254K - $261K
|
5.61K
$548K
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.66KNew |
$253K - $260K
|
2.66K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.65KNew |
$252K - $260K
|
2.65K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.65K+ 7.01% |
$252K - $259K
|
40.4K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.63K+ 2.21% |
$250K - $258K
|
122K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.62K+ 5.18% |
$250K - $257K
|
53.3K
$5.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.61K+ 21.76% |
$248K - $256K
|
14.6K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.61K+ 6.47% |
$248K - $255K
|
42.9K
$4.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.6K+ 5.2% |
$247K - $255K
|
52.6K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.55KNew |
$242K - $250K
|
2.55K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.55K+ 6059.52% |
$242K - $249K
|
2.59K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.54K+ 2.21% |
$242K - $249K
|
117K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.54KNew |
$241K - $248K
|
2.54K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.53K+ 4.53% |
$241K - $248K
|
58.4K
$5.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.53KNew |
$241K - $248K
|
2.53K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.52K+ 8.88% |
$240K - $247K
|
31K
$3.03M
|