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 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
203+ 1.89% |
$19.3K - $19.9K
|
10.9K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
201+ 9.67% |
$19.1K - $19.7K
|
2.28K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
200+ 4.71% |
$19K - $19.6K
|
4.45K
$435K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$19K - $19.6K
|
200
$19.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
191+ 3.9% |
$18.2K - $18.7K
|
5.09K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
184+ 3.64% |
$17.5K - $18K
|
5.24K
$512K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
176+ 3.24% |
$16.7K - $17.2K
|
5.61K
$548K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 1750.0% |
$16.6K - $17.1K
|
185
$18.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
168New |
$16K - $16.5K
|
168
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
168+ 4.98% |
$16K - $16.5K
|
3.54K
$346K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
158+ 162.89% |
$15K - $15.5K
|
255
$24.9K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
156+ 1.9% |
$14.8K - $15.3K
|
8.38K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
156+ 4.48% |
$14.8K - $15.3K
|
3.64K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
155+ 2.85% |
$14.7K - $15.2K
|
5.59K
$546K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
152+ 18.16% |
$14.5K - $14.9K
|
989
$96.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
151+ 1.3% |
$14.4K - $14.8K
|
11.7K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
147+ 3.12% |
$14K - $14.4K
|
4.86K
$475K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
145New |
$13.8K - $14.2K
|
145
$14.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
143+ 1.03% |
$13.6K - $14K
|
14K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 3.08% |
$13.3K - $13.7K
|
4.69K
$458K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
134+ 2.41% |
$12.7K - $13.1K
|
5.7K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
134+ 1.0% |
$12.7K - $13.1K
|
13.6K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
130+ 0.91% |
$12.4K - $12.7K
|
14.5K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
130+ 2.55% |
$12.4K - $12.7K
|
5.24K
$512K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
130+ 5.89% |
$12.4K - $12.7K
|
2.34K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
125+ 3.98% |
$11.9K - $12.2K
|
3.27K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
123+ 0.92% |
$11.7K - $12K
|
13.5K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
123+ 1.76% |
$11.7K - $12K
|
7.13K
$696K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122+ 22.3% |
$11.6K - $11.9K
|
669
$65.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
120+ 18.1% |
$11.4K - $11.8K
|
783
$76.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
119New |
$11.3K - $11.7K
|
119
$11.6K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
119+ 2.41% |
$11.3K - $11.7K
|
5.05K
$494K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
116+ 2.21% |
$11K - $11.4K
|
5.36K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
114+ 104.59% |
$10.8K - $11.2K
|
223
$21.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
108+ 1.7% |
$10.3K - $10.6K
|
6.46K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
108+ 0.74% |
$10.3K - $10.6K
|
14.7K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
106+ 1.22% |
$10.1K - $10.4K
|
8.78K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
105+ 0.64% |
$9.99K - $10.3K
|
16.5K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
103+ 1.36% |
$9.8K - $10.1K
|
7.67K
$750K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
101+ 1.05% |
$9.61K - $9.89K
|
9.68K
$946K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
100+ 3.94% |
$9.51K - $9.79K
|
2.64K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
100+ 4.0% |
$9.51K - $9.79K
|
2.6K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.19% |
$9.51K - $9.79K
|
8.51K
$832K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
100+ 0.92% |
$9.51K - $9.79K
|
11K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
100+ 0.36% |
$9.51K - $9.79K
|
28K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
98+ 3.22% |
$9.32K - $9.6K
|
3.14K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 0.45% |
$9.23K - $9.5K
|
21.6K
$2.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
93+ 1.62% |
$8.85K - $9.11K
|
5.85K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
92+ 133.33% |
$8.75K - $9.01K
|
161
$15.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
87New |
$8.27K - $8.52K
|
87
$8.5K
|