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 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 9.08% |
$176K - $182K
|
22.3K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.83K+ 14.59% |
$174K - $179K
|
14.4K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.83K+ 13.29% |
$174K - $179K
|
15.6K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.77K+ 1.09% |
$168K - $173K
|
165K
$16.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.74K+ 0.37% |
$165K - $170K
|
476K
$46.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 2.83% |
$159K - $164K
|
60.8K
$5.94M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.66K+ 0.36% |
$158K - $163K
|
462K
$45.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.66KNew |
$158K - $162K
|
1.66K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.66K+ 118.68% |
$158K - $162K
|
3.06K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.65K+ 2.23% |
$157K - $162K
|
75.8K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
1.65K+ 0.47% |
$157K - $162K
|
354K
$34.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.64K+ 3.02% |
$156K - $160K
|
55.8K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 168.57% |
$154K - $159K
|
2.58K
$252K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.59K+ 71.02% |
$152K - $156K
|
3.84K
$375K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.56K+ 8.26% |
$149K - $153K
|
20.5K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.56K+ 50.72% |
$148K - $153K
|
4.63K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.55K+ 0.09% |
$147K - $152K
|
1.74M
$170M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 1.39% |
$145K - $149K
|
111K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1.51K+ 45.49% |
$144K - $148K
|
4.83K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.51K+ 5.33% |
$143K - $147K
|
29.7K
$2.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.5K+ 37.5% |
$143K - $147K
|
5.5K
$537K
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1.5K+ 0.69% |
$142K - $147K
|
219K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.48K+ 46.97% |
$141K - $145K
|
4.63K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$135K - $139K
|
43.7K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.36K+ 3.58% |
$130K - $134K
|
39.5K
$3.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.34K+ 3.42% |
$127K - $131K
|
40.5K
$3.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$127K - $131K
|
1.34K
$131K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
1.31K+ 0.22% |
$125K - $128K
|
585K
$57.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.31K+ 23.72% |
$125K - $128K
|
6.84K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 6.2% |
$121K - $125K
|
21.8K
$2.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.26K+ 25.87% |
$120K - $123K
|
6.12K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.25K+ 18.4% |
$119K - $123K
|
8.06K
$787K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.24K+ 337.5% |
$118K - $122K
|
1.61K
$157K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.24K+ 1.71% |
$117K - $121K
|
73.6K
$7.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 6.4% |
$117K - $121K
|
20.5K
$2M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 14.85% |
$115K - $118K
|
9.32K
$911K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.18K+ 711.45% |
$112K - $116K
|
1.35K
$132K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.18K+ 0.78% |
$112K - $115K
|
152K
$14.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.18K+ 6.48% |
$112K - $115K
|
19.4K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.17K+ 200.69% |
$111K - $114K
|
1.75K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.17K+ 47.77% |
$111K - $114K
|
3.6K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.15K+ 3.97% |
$110K - $113K
|
30.2K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
1.15K+ 6.53% |
$109K - $113K
|
18.8K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 0.99% |
$109K - $112K
|
117K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.14K+ 2.62% |
$108K - $112K
|
44.6K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.14K+ 2.16% |
$108K - $111K
|
53.7K
$5.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 12.29% |
$106K - $110K
|
10.2K
$999K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.1K+ 10.84% |
$105K - $108K
|
11.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.1K+ 1.27% |
$105K - $108K
|
87.5K
$8.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.1K+ 7.3% |
$104K - $108K
|
16.1K
$1.58M
|