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
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.8K- 0.47% |
$171K - $176K
|
383K
$37.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.85K- 1.97% |
$176K - $181K
|
91.8K
$8.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 2.48% |
$179K - $184K
|
73.8K
$7.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.89K- 2.25% |
$180K - $185K
|
82K
$8.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.89K- 4.49% |
$180K - $185K
|
40.2K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 2.4% |
$180K - $185K
|
77K
$7.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.92K- 8.39% |
$183K - $188K
|
21K
$2.05M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.94K- 21.51% |
$184K - $190K
|
7.07K
$692K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.96K- 17.45% |
$187K - $192K
|
9.28K
$907K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.98K- 15.73% |
$189K - $194K
|
10.6K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2K- 10.14% |
$190K - $196K
|
17.7K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-2K- 45.0% |
$190K - $196K
|
2.44K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.02K- 26.05% |
$192K - $198K
|
5.74K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.04K- 2.34% |
$194K - $199K
|
85K
$8.32M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.04K- 5.43% |
$194K - $200K
|
35.6K
$3.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.06K- 1.56% |
$196K - $202K
|
130K
$12.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 3.08% |
$198K - $204K
|
65.7K
$6.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 1.3% |
$201K - $207K
|
161K
$15.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.11K- 3.04% |
$201K - $207K
|
67.3K
$6.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.17K- 2.01% |
$206K - $212K
|
106K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.19K- 7.65% |
$208K - $215K
|
26.4K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.2K- 23.92% |
$209K - $215K
|
7K
$684K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.21K- 3.65% |
$210K - $217K
|
58.4K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.24K- 28.28% |
$213K - $219K
|
5.68K
$556K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.26K- 52.25% |
$215K - $221K
|
2.06K
$202K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.27K- 1.73% |
$216K - $222K
|
128K
$12.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-2.27K- 47.66% |
$216K - $222K
|
2.49K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 7.89% |
$216K - $222K
|
26.5K
$2.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.3K- 7.12% |
$219K - $225K
|
30K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.3K- 1.11% |
$219K - $225K
|
204K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3K- 46.94% |
$219K - $225K
|
2.6K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.31K- 30.25% |
$220K - $226K
|
5.33K
$522K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.33K- 6.48% |
$222K - $228K
|
33.7K
$3.29M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.35K- 32.16% |
$224K - $231K
|
4.97K
$486K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.36K- 52.9% |
$225K - $231K
|
2.11K
$206K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.37K- 28.6% |
$225K - $232K
|
5.91K
$578K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.39K- 21.23% |
$227K - $234K
|
8.87K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.41K- 14.61% |
$230K - $236K
|
14.1K
$1.38M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.41K- 14.61% |
$230K - $236K
|
14.1K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.45K- 2.18% |
$233K - $240K
|
110K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.5K- 4.93% |
$238K - $245K
|
48.3K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.51K- 14.37% |
$238K - $245K
|
14.9K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.54K- 17.93% |
$241K - $248K
|
11.6K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-2.55K- 27.11% |
$242K - $250K
|
6.85K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.56K- 24.85% |
$243K - $251K
|
7.74K
$757K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.66K- 14.36% |
$253K - $261K
|
15.9K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.67K- 40.49% |
$254K - $262K
|
3.93K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.67K- 23.16% |
$254K - $262K
|
8.87K
$867K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.68K- 7.43% |
$255K - $263K
|
33.4K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.7K- 8.33% |
$256K - $264K
|
29.7K
$2.9M
|