Purchases and Sales Made in Q2 2024 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
671
+ 0.91%
$63.8K - $65.7K
74.3K $7.27M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
663
New
$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 $553K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
647
New
$61.5K - $63.4K
647 $63.3K
Aug 09, 2024 Q2 2024
Dunhill Financial, LLC

London, X0
BUY
 -
641
+ 7122.22%
$61K - $62.8K
650 $63.6K
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
Aug 01, 2024 Q2 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
603
+ 0.91%
$57.4K - $59K
66.6K $6.51M
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 $55.2K
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 $2.87M
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 $658K
Aug 07, 2024 Q2 2024
Edgemoor Investment Advisors, Inc.

BUY
 -
475
+ 5.64%
$45.2K - $46.5K
8.9K $871K
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 $600K
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 $421K
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
449
+ 0.45%
$42.7K - $44K
101K $9.91M
Aug 07, 2024 Q2 2024
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
440
+ 2.25%
$41.8K - $43.1K
20K $1.96M
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
438
+ 0.69%
$41.7K - $42.9K
63.9K $6.25M
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 $417K
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 $1.33M
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 $419K
Jul 18, 2024 Q2 2024
Tennessee Valley Asset Management Partners

BUY
 -
421
+ 5.22%
$40K - $41.2K
8.49K $831K
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 $1.24M
Jul 30, 2024 Q2 2024
Arrow Financial Corp

BUY
 -
387
+ 0.61%
$36.8K - $37.9K
64K $6.26M
Jul 30, 2024 Q2 2024
Vaughan & CO Securities, Inc.

BUY
 -
385
+ 5.94%
$36.6K - $37.7K
6.87K $672K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
384
+ 9.41%
$36.5K - $37.6K
4.46K $437K
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
383
New
$36.4K - $37.5K
383 $37.5K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
375
New
$35.7K - $36.7K
375 $36.7K
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 $763K

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