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 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
83+ 2.19% |
$7.89K - $8.13K
|
3.88K
$379K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
82+ 1.54% |
$7.8K - $8.03K
|
5.4K
$528K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
82+ 3.22% |
$7.8K - $8.03K
|
2.63K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
80+ 2.25% |
$7.61K - $7.83K
|
3.63K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
80+ 6.49% |
$7.61K - $7.83K
|
1.31K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
79+ 2.65% |
$7.51K - $7.74K
|
3.06K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
78+ 1.15% |
$7.42K - $7.64K
|
6.87K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
77+ 3.58% |
$7.32K - $7.54K
|
2.23K
$218K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77+ 3.04% |
$7.32K - $7.54K
|
2.61K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
72+ 1.27% |
$6.85K - $7.05K
|
5.73K
$560K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 0.32% |
$6.85K - $7.05K
|
22.5K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72+ 6.97% |
$6.85K - $7.05K
|
1.11K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
71New |
$6.75K - $6.95K
|
71
$6.94K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
71+ 1.77% |
$6.75K - $6.95K
|
4.07K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
70+ 10.85% |
$6.66K - $6.85K
|
715
$69.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
65+ 6.1% |
$6.18K - $6.36K
|
1.13K
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
64+ 0.81% |
$6.09K - $6.27K
|
7.97K
$779K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
63+ 0.04% |
$5.99K - $6.17K
|
145K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
62+ 0.7% |
$5.9K - $6.07K
|
8.89K
$869K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
61+ 0.03% |
$5.8K - $5.97K
|
208K
$20.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
60+ 1.03% |
$5.71K - $5.88K
|
5.86K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
59+ 0.38% |
$5.61K - $5.78K
|
15.5K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 1.28% |
$5.52K - $5.68K
|
4.6K
$450K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.27% |
$5.23K - $5.39K
|
20.4K
$1.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
53+ 0.56% |
$5.04K - $5.19K
|
9.54K
$933K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$4.76K - $4.9K
|
50
$4.89K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.27% |
$4.66K - $4.8K
|
17.9K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 6.8% |
$4.38K - $4.5K
|
722
$70.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
44New |
$4.18K - $4.31K
|
44
$4.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
44+ 0.75% |
$4.18K - $4.31K
|
5.88K
$575K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43+ 4.83% |
$4.09K - $4.21K
|
934
$91.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42+ 0.92% |
$3.99K - $4.11K
|
4.6K
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
38+ 0.36% |
$3.61K - $3.72K
|
10.7K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
37+ 0.72% |
$3.52K - $3.62K
|
5.17K
$506K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35+ 0.68% |
$3.33K - $3.43K
|
5.16K
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
33+ 40.74% |
$3.14K - $3.23K
|
114
$11.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
33New |
$3.14K - $3.23K
|
33
$3.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 0.35% |
$3.04K - $3.13K
|
9.11K
$890K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31+ 0.9% |
$2.95K - $3.04K
|
3.48K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
29+ 0.93% |
$2.76K - $2.84K
|
3.15K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
28+ 8.62% |
$2.66K - $2.74K
|
353
$34.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
28New |
$2.66K - $2.74K
|
28
$2.74K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27+ 0.92% |
$2.57K - $2.64K
|
2.95K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
27+ 0.91% |
$2.57K - $2.64K
|
2.98K
$291K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
25+ 0.33% |
$2.38K - $2.45K
|
7.5K
$733K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
23+ 0.89% |
$2.19K - $2.25K
|
2.61K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.66% |
$2.19K - $2.25K
|
3.49K
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
20+ 0.89% |
$1.9K - $1.96K
|
2.26K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20+ 0.69% |
$1.9K - $1.96K
|
2.91K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
20+ 0.83% |
$1.9K - $1.96K
|
2.42K
$237K
|