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
|
Patron Partners, LLC
|
SELL
|
- |
-189- 3.77% |
$18K - $18.5K
|
4.82K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-189- 3.7% |
$18K - $18.5K
|
4.92K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-198- 1.72% |
$18.8K - $19.4K
|
11.3K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-199- 5.51% |
$18.9K - $19.5K
|
3.41K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-200- 6.47% |
$19K - $19.6K
|
2.89K
$283K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-203- 5.8% |
$19.3K - $19.9K
|
3.3K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-204- 6.22% |
$19.4K - $20K
|
3.08K
$300K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 7.93% |
$19.4K - $20K
|
2.37K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-205- 4.53% |
$19.5K - $20.1K
|
4.32K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-206- 0.64% |
$19.6K - $20.2K
|
31.8K
$3.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-210- 3.12% |
$20K - $20.6K
|
6.52K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-225- 1.7% |
$21.4K - $22K
|
13K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-229- 1.85% |
$21.8K - $22.4K
|
12.1K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-233- 3.68% |
$22.2K - $22.8K
|
6.09K
$595K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-236- 0.67% |
$22.4K - $23.1K
|
35.1K
$3.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-242- 0.2% |
$23K - $23.7K
|
122K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-256- 1.4% |
$24.3K - $25.1K
|
18K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 2.71% |
$24.4K - $25.2K
|
9.23K
$902K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-258- 2.5% |
$24.5K - $25.3K
|
10.1K
$984K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-269- 3.75% |
$25.6K - $26.3K
|
6.9K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-269- 2.98% |
$25.6K - $26.3K
|
8.77K
$857K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-273- 8.56% |
$26K - $26.7K
|
2.92K
$285K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-277- 5.14% |
$26.3K - $27.1K
|
5.12K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-278- 8.18% |
$26.4K - $27.2K
|
3.12K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-279- 6.35% |
$26.5K - $27.3K
|
4.12K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-280- 0.42% |
$26.6K - $27.4K
|
67.1K
$6.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-282- 4.63% |
$26.8K - $27.6K
|
5.81K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-291- 0.7% |
$27.7K - $28.5K
|
41.6K
$4.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-293- 16.13% |
$27.9K - $28.7K
|
1.52K
$149K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-298- 95.82% |
$28.3K - $29.2K
|
13
$1.27K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-303- 96.81% |
$28.8K - $29.7K
|
10
$977
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-304- 1.43% |
$28.9K - $29.8K
|
20.9K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-304- 1.98% |
$28.9K - $29.8K
|
15.1K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-311- 1.02% |
$29.6K - $30.5K
|
30.1K
$2.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-311- 2.95% |
$29.6K - $30.5K
|
10.2K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-314- 1.11% |
$29.9K - $30.7K
|
27.9K
$2.72M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-320- 0.73% |
$30.4K - $31.3K
|
43.4K
$4.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-323- 2.8% |
$30.7K - $31.6K
|
11.2K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-325- 2.96% |
$30.9K - $31.8K
|
10.7K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-330- 2.9% |
$31.4K - $32.3K
|
11.1K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-342- 10.28% |
$32.5K - $33.5K
|
2.99K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-348- 5.87% |
$33.1K - $34.1K
|
5.58K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-354- 4.93% |
$33.7K - $34.7K
|
6.82K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-365- 0.29% |
$34.7K - $35.7K
|
125K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-373- 9.41% |
$35.5K - $36.5K
|
3.59K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-377- 0.58% |
$35.9K - $36.9K
|
64.1K
$6.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-381- 0.31% |
$36.2K - $37.3K
|
122K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-382- 9.57% |
$36.3K - $37.4K
|
3.61K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-382- 6.31% |
$36.3K - $37.4K
|
5.67K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-387- 0.32% |
$36.8K - $37.9K
|
122K
$11.9M
|