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 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-660- 0.43% |
$62.8K - $64.6K
|
152K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-670- 4.2% |
$63.7K - $65.6K
|
15.3K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-673- 52.25% |
$64K - $65.9K
|
615
$60.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-677- 3.46% |
$64.4K - $66.3K
|
18.9K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-679- 1.81% |
$64.6K - $66.5K
|
36.8K
$3.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-685- 7.69% |
$65.2K - $67.1K
|
8.22K
$804K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-686- 13.54% |
$65.2K - $67.2K
|
4.38K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-694- 0.61% |
$66K - $68K
|
113K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-704- 12.96% |
$67K - $68.9K
|
4.73K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-718- 21.89% |
$68.3K - $70.3K
|
2.56K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-730- 21.25% |
$69.4K - $71.5K
|
2.71K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-733- 3.42% |
$69.7K - $71.8K
|
20.7K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-735- 9.83% |
$69.9K - $72K
|
6.74K
$659K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-753- 9.21% |
$71.6K - $73.7K
|
7.42K
$726K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-761- 1.39% |
$72.4K - $74.5K
|
54.1K
$5.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-763- 20.04% |
$72.6K - $74.7K
|
3.04K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-788- 9.72% |
$74.9K - $77.2K
|
7.32K
$716K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-789- 20.4% |
$75K - $77.3K
|
3.08K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-810- 6.05% |
$77K - $79.3K
|
12.6K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-811- 7.32% |
$77.1K - $79.4K
|
10.3K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-846- 7.69% |
$80.5K - $82.8K
|
10.2K
$993K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-848- 96.47% |
$80.7K - $83K
|
31
$3.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-851- 7.79% |
$80.9K - $83.3K
|
10.1K
$985K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-870- 1.4% |
$82.7K - $85.2K
|
61.1K
$5.98M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-882- 28.8% |
$83.9K - $86.4K
|
2.18K
$213K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-886- 12.34% |
$84.3K - $86.8K
|
6.29K
$616K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-899- 3.56% |
$85.5K - $88K
|
24.4K
$2.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-906- 0.55% |
$86.2K - $88.7K
|
164K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-908- 9.7% |
$86.4K - $88.9K
|
8.46K
$827K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-920- 22.06% |
$87.5K - $90.1K
|
3.25K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-939- 3.11% |
$89.3K - $91.9K
|
29.2K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-943- 15.84% |
$89.7K - $92.3K
|
5.01K
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-951- 2.77% |
$90.4K - $93.1K
|
33.3K
$3.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-968- 18.01% |
$92.1K - $94.8K
|
4.41K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-981- 15.06% |
$93.3K - $96.1K
|
5.53K
$541K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-998- 35.89% |
$94.9K - $97.7K
|
1.78K
$174K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 22.22% |
$95.1K - $97.9K
|
3.5K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 16.7% |
$96.5K - $99.4K
|
5.06K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.02K- 0.44% |
$96.5K - $99.4K
|
231K
$22.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.02K- 23.0% |
$96.6K - $99.5K
|
3.4K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.02K- 2.4% |
$96.8K - $99.7K
|
41.4K
$4.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.04K- 9.1% |
$98.7K - $102K
|
10.4K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.04K- 21.3% |
$98.9K - $102K
|
3.84K
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.04K- 4.52% |
$99K - $102K
|
22K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 63.28% |
$99.5K - $102K
|
607
$59.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.05K- 15.2% |
$99.9K - $103K
|
5.86K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.05K- 7.16% |
$100K - $103K
|
13.7K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 8.73% |
$103K - $106K
|
11.3K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.09K- 4.47% |
$104K - $107K
|
23.3K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.09K- 5.93% |
$104K - $107K
|
17.3K
$1.69M
|