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 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-382- 6.31% |
$36.3K - $37.4K
|
5.67K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-387- 0.32% |
$36.8K - $37.9K
|
122K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-390- 13.53% |
$37.1K - $38.2K
|
2.49K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-395- 6.92% |
$37.6K - $38.7K
|
5.31K
$520K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-395- 6.92% |
$37.6K - $38.7K
|
5.31K
$520K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-397- 2.17% |
$37.8K - $38.9K
|
17.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-400- 3.51% |
$38K - $39.2K
|
11K
$1.08M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-400- 12.44% |
$38K - $39.2K
|
2.82K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-403- 3.3% |
$38.3K - $39.5K
|
11.8K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-406- 3.13% |
$38.6K - $39.8K
|
12.6K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-413- 1.19% |
$39.3K - $40.4K
|
34.3K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-414- 0.89% |
$39.4K - $40.5K
|
46.2K
$4.52M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$39.4K - $40.5K
|
256
$25K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-415- 0.38% |
$39.5K - $40.6K
|
108K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-416- 2.41% |
$39.6K - $40.7K
|
16.8K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-421- 3.31% |
$40K - $41.2K
|
12.3K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-427- 13.08% |
$40.6K - $41.8K
|
2.84K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-437- 1.45% |
$41.6K - $42.8K
|
29.7K
$2.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-441- 7.01% |
$41.9K - $43.2K
|
5.85K
$572K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-452- 51.31% |
$43K - $44.3K
|
429
$42K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-457- 2.13% |
$43.5K - $44.7K
|
21K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-468- 5.03% |
$44.5K - $45.8K
|
8.84K
$864K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-469- 13.7% |
$44.6K - $45.9K
|
2.95K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-476- 4.11% |
$45.3K - $46.6K
|
11.1K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-477- 2.76% |
$45.4K - $46.7K
|
16.8K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-480- 2.5% |
$45.7K - $47K
|
18.7K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-480- 2.85% |
$45.7K - $47K
|
16.4K
$1.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-481- 3.13% |
$45.7K - $47.1K
|
14.9K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-502- 4.75% |
$47.7K - $49.2K
|
10.1K
$985K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-516- 9.18% |
$49.1K - $50.5K
|
5.11K
$499K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-521- 11.74% |
$49.6K - $51K
|
3.92K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-527- 3.02% |
$50.1K - $51.6K
|
16.9K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-534- 8.31% |
$50.8K - $52.3K
|
5.89K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-544- 0.13% |
$51.7K - $53.3K
|
410K
$40.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-557- 13.86% |
$53K - $54.5K
|
3.46K
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-566- 2.17% |
$53.8K - $55.4K
|
25.5K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-567- 5.66% |
$53.9K - $55.5K
|
9.46K
$925K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-572- 2.57% |
$54.4K - $56K
|
21.7K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-577- 19.42% |
$54.9K - $56.5K
|
2.39K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-580- 3.48% |
$55.2K - $56.8K
|
16.1K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-589- 21.13% |
$56K - $57.7K
|
2.2K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-591- 89.95% |
$56.2K - $57.9K
|
66
$6.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-615- 5.06% |
$58.5K - $60.2K
|
11.5K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-616- 4.02% |
$58.6K - $60.3K
|
14.7K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-619- 6.84% |
$58.9K - $60.6K
|
8.44K
$825K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-623- 11.54% |
$59.3K - $61K
|
4.78K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-626- 0.79% |
$59.5K - $61.3K
|
78.4K
$7.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-627- 2.69% |
$59.6K - $61.4K
|
22.7K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-645- 4.13% |
$61.3K - $63.2K
|
15K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-658- 7.38% |
$62.6K - $64.4K
|
8.26K
$808K
|