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 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
663New |
$63.1K - $64.9K
|
663
$64.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
662+ 5.43% |
$63K - $64.8K
|
12.9K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
658+ 0.46% |
$62.6K - $64.4K
|
142K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
656+ 13.14% |
$62.4K - $64.2K
|
5.65K
$552K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
647New |
$61.5K - $63.4K
|
647
$63.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
641+ 7122.22% |
$61K - $62.8K
|
650
$63.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
639+ 4.28% |
$60.8K - $62.6K
|
15.6K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
635+ 6.28% |
$60.4K - $62.2K
|
10.7K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
633+ 0.24% |
$60.2K - $62K
|
264K
$25.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
628+ 6.9% |
$59.7K - $61.5K
|
9.73K
$951K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
603+ 0.91% |
$57.4K - $59K
|
66.6K
$6.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
593+ 3.02% |
$56.4K - $58.1K
|
20.3K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
545+ 2868.42% |
$51.8K - $53.4K
|
564
$55.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
534+ 4.41% |
$50.8K - $52.3K
|
12.7K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
531+ 1.99% |
$50.5K - $52K
|
27.2K
$2.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
528+ 1.84% |
$50.2K - $51.7K
|
29.3K
$2.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
520+ 1.52% |
$49.5K - $50.9K
|
34.6K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
514+ 1.33% |
$48.9K - $50.3K
|
39.1K
$3.83M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
503+ 2.5% |
$47.8K - $49.3K
|
20.6K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
502+ 33.6% |
$47.7K - $49.2K
|
2K
$195K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
492+ 0.3% |
$46.8K - $48.2K
|
164K
$16.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
480+ 1.53% |
$45.7K - $47K
|
31.9K
$3.12M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
476+ 7.62% |
$45.3K - $46.6K
|
6.73K
$657K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
475+ 5.64% |
$45.2K - $46.5K
|
8.9K
$870K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
475+ 13.72% |
$45.2K - $46.5K
|
3.94K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
471+ 8.32% |
$44.8K - $46.1K
|
6.13K
$599K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
466+ 3.44% |
$44.3K - $45.6K
|
14K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
461+ 6.96% |
$43.8K - $45.1K
|
7.08K
$692K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
450+ 11.68% |
$42.8K - $44.1K
|
4.3K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
449+ 0.45% |
$42.7K - $44K
|
101K
$9.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
440+ 2.25% |
$41.8K - $43.1K
|
20K
$1.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
438+ 0.69% |
$41.7K - $42.9K
|
63.9K
$6.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
437+ 0.26% |
$41.6K - $42.8K
|
166K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
437+ 11.43% |
$41.6K - $42.8K
|
4.26K
$416K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
436+ 3.08% |
$41.5K - $42.7K
|
14.6K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
435+ 3.32% |
$41.4K - $42.6K
|
13.6K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
430+ 16.18% |
$40.9K - $42.1K
|
3.09K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
425+ 0.09% |
$40.4K - $41.6K
|
489K
$47.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
423+ 10.97% |
$40.2K - $41.4K
|
4.28K
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
421+ 5.22% |
$40K - $41.2K
|
8.49K
$830K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
400+ 6.21% |
$38K - $39.2K
|
6.84K
$669K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
388+ 3.17% |
$36.9K - $38K
|
12.6K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
387+ 0.61% |
$36.8K - $37.9K
|
64K
$6.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
385+ 5.94% |
$36.6K - $37.7K
|
6.87K
$671K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
384+ 9.41% |
$36.5K - $37.6K
|
4.46K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
383New |
$36.4K - $37.5K
|
383
$37.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
375New |
$35.7K - $36.7K
|
375
$36.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
365+ 2.89% |
$34.7K - $35.7K
|
13K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
362+ 4.87% |
$34.4K - $35.4K
|
7.8K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
356+ 3.37% |
$33.9K - $34.9K
|
10.9K
$1.07M
|