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 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.13K- 16.33% |
$107K - $110K
|
5.78K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 10.05% |
$107K - $110K
|
10.1K
$986K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 72.18% |
$109K - $112K
|
441
$43.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.15K- 4.92% |
$109K - $113K
|
22.2K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.17K- 1.28% |
$111K - $114K
|
89.5K
$8.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.17K- 1.54% |
$111K - $114K
|
74.7K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.17K- 24.22% |
$111K - $115K
|
3.67K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.19K- 33.75% |
$113K - $116K
|
2.33K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.2K- 3.52% |
$114K - $117K
|
32.8K
$3.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.21K- 1.5% |
$115K - $119K
|
79.5K
$7.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.22K- 4.04% |
$116K - $119K
|
29K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.22K- 3.8% |
$116K - $120K
|
31K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.23K- 27.29% |
$117K - $121K
|
3.28K
$321K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.25K- 12.6% |
$119K - $122K
|
8.65K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.25K- 1.36% |
$119K - $123K
|
90.9K
$8.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.27K- 30.46% |
$121K - $124K
|
2.9K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.29K- 5.05% |
$122K - $126K
|
24.2K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-1.3K- 32.04% |
$124K - $127K
|
2.76K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.31K- 2.75% |
$124K - $128K
|
46.3K
$4.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.32K- 11.7% |
$125K - $129K
|
9.94K
$971K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.32K- 1.86% |
$126K - $129K
|
69.5K
$6.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.35K- 1.47% |
$128K - $132K
|
90.5K
$8.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 22.16% |
$129K - $133K
|
4.76K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.37K- 64.71% |
$130K - $134K
|
745
$72.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 8.87% |
$131K - $135K
|
14.1K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 15.26% |
$131K - $135K
|
7.66K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.44K- 6.59% |
$137K - $141K
|
20.4K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.44K- 2.51% |
$137K - $141K
|
56.2K
$5.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.46K- 3.11% |
$139K - $143K
|
45.6K
$4.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.46K- 57.05% |
$139K - $143K
|
1.1K
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.51K- 9.73% |
$144K - $148K
|
14K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.52K- 4.67% |
$145K - $149K
|
31.1K
$3.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 20.92% |
$146K - $150K
|
5.78K
$565K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.6K- 7.42% |
$152K - $157K
|
20K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.63K- 8.2% |
$155K - $160K
|
18.2K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.66K- 0.79% |
$158K - $163K
|
208K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.69K- 9.11% |
$160K - $165K
|
16.8K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.69K- 19.0% |
$161K - $165K
|
7.21K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.69K- 0.23% |
$161K - $166K
|
748K
$73.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.71K- 18.2% |
$163K - $167K
|
7.68K
$751K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.71K- 2.14% |
$163K - $168K
|
78.4K
$7.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.72K- 3.28% |
$164K - $169K
|
50.8K
$4.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.73K- 20.81% |
$164K - $169K
|
6.58K
$643K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.74K- 0.87% |
$165K - $170K
|
198K
$19.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.74K- 9.4% |
$166K - $171K
|
16.8K
$1.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.76K- 0.08% |
$167K - $172K
|
2.14M
$209M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.78K- 14.43% |
$169K - $174K
|
10.6K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.78K- 10.15% |
$170K - $175K
|
15.8K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.8K- 0.47% |
$171K - $176K
|
383K
$37.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.85K- 1.97% |
$176K - $181K
|
91.8K
$8.97M
|