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 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-73- 8.36% |
$6.94K - $7.15K
|
800
$78.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-74- 1.91% |
$7.04K - $7.25K
|
3.81K
$372K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-75- 3.2% |
$7.13K - $7.34K
|
2.27K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-75- 0.63% |
$7.13K - $7.34K
|
11.9K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-76- 1.76% |
$7.23K - $7.44K
|
4.24K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-77- 2.25% |
$7.32K - $7.54K
|
3.34K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.65% |
$7.32K - $7.54K
|
4.6K
$450K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-83- 0.64% |
$7.89K - $8.13K
|
12.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-84- 1.91% |
$7.99K - $8.23K
|
4.31K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-85- 2.6% |
$8.08K - $8.32K
|
3.19K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-88- 3.65% |
$8.37K - $8.62K
|
2.32K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-95- 5.95% |
$9.04K - $9.3K
|
1.5K
$147K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-99- 1.95% |
$9.42K - $9.69K
|
4.97K
$486K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-100- 3.95% |
$9.51K - $9.79K
|
2.43K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 3.18% |
$9.51K - $9.79K
|
3.05K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-100- 0.3% |
$9.51K - $9.79K
|
33.6K
$3.28M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-102- 0.39% |
$9.7K - $9.99K
|
26.1K
$2.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-103- 1.22% |
$9.8K - $10.1K
|
8.35K
$817K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-104- 1.71% |
$9.89K - $10.2K
|
5.99K
$586K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-104- 0.5% |
$9.89K - $10.2K
|
20.7K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-104- 1.65% |
$9.89K - $10.2K
|
6.21K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-104- 0.8% |
$9.89K - $10.2K
|
13K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-105- 6.97% |
$9.99K - $10.3K
|
1.4K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 64.24% |
$10.1K - $10.4K
|
59
$5.77K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-107- 3.17% |
$10.2K - $10.5K
|
3.27K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-109- 0.65% |
$10.4K - $10.7K
|
16.7K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-111- 0.52% |
$10.6K - $10.9K
|
21.4K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-116- 2.39% |
$11K - $11.4K
|
4.74K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-120- 1.19% |
$11.4K - $11.8K
|
9.93K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 18.73% |
$12.1K - $12.4K
|
551
$53.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-127- 7.71% |
$12.1K - $12.4K
|
1.52K
$149K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-128- 1.27% |
$12.2K - $12.5K
|
9.94K
$972K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-132- 0.87% |
$12.6K - $12.9K
|
15K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 18.34% |
$12.6K - $13K
|
592
$57.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-134- 8.79% |
$12.7K - $13.1K
|
1.39K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 42.68% |
$12.7K - $13.1K
|
180
$17.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-136- 1.41% |
$12.9K - $13.3K
|
9.49K
$927K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-138- 3.3% |
$13.1K - $13.5K
|
4.05K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-140- 1.99% |
$13.3K - $13.7K
|
6.9K
$675K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 5.1% |
$13.6K - $14K
|
2.66K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-151- 16.63% |
$14.4K - $14.8K
|
757
$74K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-151- 86.78% |
$14.4K - $14.8K
|
23
$2.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-151- 1.57% |
$14.4K - $14.8K
|
9.48K
$926K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-159- 1.13% |
$15.1K - $15.6K
|
13.9K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-159- 6.96% |
$15.1K - $15.6K
|
2.13K
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-167- 1.28% |
$15.9K - $16.4K
|
12.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-168- 5.39% |
$16K - $16.5K
|
2.95K
$288K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-173- 2.36% |
$16.5K - $16.9K
|
7.15K
$699K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-178- 2.37% |
$16.9K - $17.4K
|
7.34K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-182- 2.85% |
$17.3K - $17.8K
|
6.21K
$607K
|