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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20+ 0.69% |
$1.9K - $1.96K
|
2.91K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
20+ 0.83% |
$1.9K - $1.96K
|
2.42K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19+ 0.87% |
$1.81K - $1.86K
|
2.22K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
19+ 0.83% |
$1.81K - $1.86K
|
2.3K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
19+ 0.89% |
$1.81K - $1.86K
|
2.16K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.66% |
$1.81K - $1.86K
|
2.89K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
15+ 0.4% |
$1.43K - $1.47K
|
3.77K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15+ 0.19% |
$1.43K - $1.47K
|
8.06K
$788K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15+ 1.18% |
$1.43K - $1.47K
|
1.29K
$126K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 0.18% |
$1.33K - $1.37K
|
7.62K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.75% |
$1.14K - $1.18K
|
1.6K
$157K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
11+ 0.46% |
$1.05K - $1.08K
|
2.42K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9+ 0.39% |
$856 - $881
|
2.31K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9+ 0.21% |
$856 - $881
|
4.34K
$424K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 4.91% |
$761 - $783
|
171
$16.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8+ 0.32% |
$761 - $783
|
2.51K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7+ 0.32% |
$666 - $685
|
2.18K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.67% |
$666 - $685
|
1.06K
$104K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 0.19% |
$666 - $685
|
3.65K
$357K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.75% |
$666 - $685
|
942
$92.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6+ 0.09% |
$571 - $588
|
6.33K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.23% |
$571 - $588
|
2.65K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.14% |
$571 - $588
|
4.18K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.0% |
$571 - $588
|
282K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.49% |
$571 - $588
|
1.22K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.87% |
$476 - $490
|
577
$56.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 1.16% |
$380 - $392
|
350
$34.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.09% |
$380 - $392
|
4.59K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4+ 0.02% |
$380 - $392
|
19.7K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.04% |
$285 - $294
|
7.72K
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 4.48% |
$285 - $294
|
70
$6.85K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.48% |
$285 - $294
|
624
$61K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3+ 0.06% |
$285 - $294
|
4.65K
$455K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.3% |
$285 - $294
|
234
$22.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.78% |
$190 - $196
|
259
$25.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.07% |
$190 - $196
|
3.03K
$297K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.43% |
$190 - $196
|
465
$45.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$190 - $196
|
2
$196
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.58% |
$190 - $196
|
346
$33.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$190 - $196
|
2.59K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.83% |
$190 - $196
|
243
$23.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.07% |
$190 - $196
|
3.07K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$190 - $196
|
29K
$2.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.03% |
$95.1 - $97.9
|
3.42K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$95.1 - $97.9
|
1
$97.8
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$95.1 - $97.9
|
3.58K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$95.1 - $97.9
|
1
$97.8
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$95.1 - $97.9
|
6.92K
$677K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.36% |
$95.1 - $97.9
|
277
$27.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$95.1 - $97.9
|
1.32K
$129K
|