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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
349+ 3.92% |
$33.2K - $34.2K
|
9.25K
$904K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
347+ 0.15% |
$33K - $34K
|
238K
$23.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
341+ 9.37% |
$32.4K - $33.4K
|
3.98K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
340+ 0.44% |
$32.3K - $33.3K
|
77.1K
$7.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
337+ 5.41% |
$32.1K - $33K
|
6.57K
$642K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
336+ 13.14% |
$32K - $32.9K
|
2.89K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
334+ 11.3% |
$31.8K - $32.7K
|
3.29K
$322K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
334+ 2.02% |
$31.8K - $32.7K
|
16.9K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
333+ 10.42% |
$31.7K - $32.6K
|
3.53K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
330+ 5.83% |
$31.4K - $32.3K
|
5.99K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
329+ 2.4% |
$31.3K - $32.2K
|
14K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
321+ 8.98% |
$30.5K - $31.4K
|
3.9K
$381K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
310+ 9.56% |
$29.5K - $30.4K
|
3.55K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
310+ 2.46% |
$29.5K - $30.4K
|
12.9K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
308+ 4.38% |
$29.3K - $30.2K
|
7.34K
$718K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
306+ 13.89% |
$29.1K - $30K
|
2.51K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
306+ 3.28% |
$29.1K - $30K
|
9.62K
$941K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
306+ 3.73% |
$29.1K - $30K
|
8.5K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
305+ 101.67% |
$29K - $29.9K
|
605
$59.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
301+ 13.77% |
$28.6K - $29.5K
|
2.49K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 31.81% |
$28.5K - $29.4K
|
1.24K
$121K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
293New |
$27.9K - $28.7K
|
293
$28.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
289+ 2.09% |
$27.5K - $28.3K
|
14.1K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
289+ 0.79% |
$27.5K - $28.3K
|
36.7K
$3.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
287+ 5.41% |
$27.3K - $28.1K
|
5.6K
$547K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
282+ 7.5% |
$26.8K - $27.6K
|
4.04K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
277+ 12.4% |
$26.3K - $27.1K
|
2.51K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
274New |
$26.1K - $26.8K
|
274
$26.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
263+ 4.95% |
$25K - $25.8K
|
5.58K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
263+ 5.99% |
$25K - $25.8K
|
4.65K
$455K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.18% |
$23.8K - $24.5K
|
11.7K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
248+ 1.87% |
$23.6K - $24.3K
|
13.5K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
247+ 0.24% |
$23.5K - $24.2K
|
103K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
245+ 4.77% |
$23.3K - $24K
|
5.38K
$526K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
238+ 5.37% |
$22.6K - $23.3K
|
4.67K
$457K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
238New |
$22.6K - $23.3K
|
238
$23.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
238+ 1.32% |
$22.6K - $23.3K
|
18.3K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
237+ 0.92% |
$22.5K - $23.2K
|
26K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
236+ 1.15% |
$22.4K - $23.1K
|
20.7K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
234+ 3.16% |
$22.3K - $22.9K
|
7.63K
$746K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
233+ 8.73% |
$22.2K - $22.8K
|
2.9K
$284K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
229+ 1.45% |
$21.8K - $22.4K
|
16K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
226+ 1.24% |
$21.5K - $22.1K
|
18.4K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
222+ 9.87% |
$21.1K - $21.7K
|
2.47K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
222+ 0.16% |
$21.1K - $21.7K
|
135K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
219+ 0.92% |
$20.8K - $21.4K
|
23.9K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
215+ 1.13% |
$20.4K - $21.1K
|
19.2K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
213+ 54.34% |
$20.3K - $20.9K
|
605
$59.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
212+ 3.19% |
$20.2K - $20.8K
|
6.86K
$670K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
203+ 64.04% |
$19.3K - $19.9K
|
520
$50.8K
|