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 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.52K+ 2.43% |
$240K - $247K
|
106K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51K+ 16.31% |
$239K - $246K
|
17.9K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.51K+ 3.43% |
$238K - $245K
|
75.5K
$7.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
2.5KNew |
$238K - $245K
|
2.5K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.48K+ 2.07% |
$236K - $243K
|
122K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.47KNew |
$234K - $241K
|
2.47K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.46K+ 3.74% |
$233K - $240K
|
68.1K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.4KNew |
$228K - $235K
|
2.4K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.38KNew |
$226K - $233K
|
2.38K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.36KNew |
$225K - $231K
|
2.36K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.34KNew |
$223K - $229K
|
2.34K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.33K+ 3.51% |
$221K - $228K
|
68.6K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.32K+ 21.76% |
$220K - $227K
|
13K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.29K+ 4.88% |
$218K - $224K
|
49.3K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$216K - $223K
|
2.27K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.27K+ 34.94% |
$216K - $222K
|
8.76K
$857K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.27K+ 14.23% |
$216K - $222K
|
18.2K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.26K+ 3.68% |
$215K - $222K
|
63.7K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 1.37% |
$214K - $221K
|
167K
$16.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$214K - $220K
|
2.25K
$220K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.25KNew |
$214K - $220K
|
2.25K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.23KNew |
$212K - $218K
|
2.23K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.21KNew |
$210K - $217K
|
2.21K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.21K+ 2.66% |
$210K - $217K
|
85.5K
$8.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$209K - $215K
|
2.2K
$215K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
2.16K+ 62.43% |
$205K - $212K
|
5.62K
$550K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.13KNew |
$202K - $208K
|
2.13K
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.09K+ 1.64% |
$198K - $204K
|
129K
$12.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.08K+ 8.03% |
$198K - $204K
|
28K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.08K+ 2.89% |
$198K - $204K
|
74K
$7.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.07K+ 2.56% |
$197K - $202K
|
82.8K
$8.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.07K+ 7.78% |
$196K - $202K
|
28.6K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.05K+ 22.52% |
$195K - $201K
|
11.1K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.03K+ 9.3% |
$193K - $198K
|
23.8K
$2.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.02K+ 68.18% |
$192K - $198K
|
4.99K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 5.31% |
$192K - $198K
|
40.1K
$3.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 1.77% |
$192K - $198K
|
116K
$11.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.01K+ 2.55% |
$191K - $197K
|
80.9K
$7.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.99K+ 6.94% |
$190K - $195K
|
30.7K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.99K+ 29.52% |
$189K - $195K
|
8.73K
$853K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.97K+ 0.81% |
$187K - $193K
|
247K
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.96K+ 11.69% |
$187K - $192K
|
18.7K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.93K+ 497.42% |
$184K - $189K
|
2.32K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
1.93K+ 14.14% |
$184K - $189K
|
15.6K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.93K+ 8.08% |
$183K - $189K
|
25.8K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.92K+ 6.4% |
$183K - $188K
|
31.9K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.92K+ 0.47% |
$182K - $188K
|
412K
$40.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1.9K+ 21.82% |
$180K - $186K
|
10.6K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.88K+ 15.12% |
$179K - $184K
|
14.3K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.87K+ 6.42% |
$178K - $183K
|
31K
$3.03M
|