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 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8.43K- 2.77% |
$801K - $825K
|
296K
$29M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.46K- 10.1% |
$805K - $828K
|
75.3K
$7.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.54K- 69.02% |
$812K - $836K
|
3.83K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.88K- 33.44% |
$845K - $870K
|
17.7K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.91K- 2.46% |
$847K - $872K
|
353K
$34.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.97K- 4.75% |
$853K - $878K
|
180K
$17.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.98K- 2.13% |
$854K - $880K
|
412K
$40.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9.08K- 19.62% |
$863K - $889K
|
37.2K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.33K- 6.13% |
$887K - $913K
|
143K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.42K- 17.81% |
$896K - $922K
|
43.5K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.47K- 14.0% |
$901K - $927K
|
58.2K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9.49K- 82.01% |
$902K - $929K
|
2.08K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.72K- 33.6% |
$924K - $951K
|
19.2K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.79K- 2.76% |
$931K - $958K
|
345K
$33.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 5.51% |
$967K - $996K
|
174K
$17.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.2K- 80.49% |
$972K - $1M
|
2.48K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10.5K- 54.0% |
$1M - $1.03M
|
8.95K
$875K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-10.8K- 96.17% |
$1.02M - $1.06M
|
429
$42K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.8K- 8.02% |
$1.03M - $1.06M
|
124K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10.9K- 63.43% |
$1.04M - $1.07M
|
6.28K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.1K- 19.86% |
$1.06M - $1.09M
|
44.9K
$4.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-11.2K- 12.63% |
$1.06M - $1.1M
|
77.5K
$7.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.3K- 17.99% |
$1.07M - $1.1M
|
51.4K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11.6K- 11.97% |
$1.1M - $1.13M
|
85.2K
$8.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.6K- 21.21% |
$1.1M - $1.14M
|
43.1K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.6K- 43.21% |
$1.11M - $1.14M
|
15.3K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-11.8K- 66.95% |
$1.12M - $1.16M
|
5.82K
$570K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.6K- 21.54% |
$1.2M - $1.24M
|
46.1K
$4.51M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-13K- 14.53% |
$1.23M - $1.27M
|
76.3K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.4K- 18.39% |
$1.28M - $1.32M
|
59.6K
$5.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-13.5K- 1.73% |
$1.28M - $1.32M
|
767K
$75M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-13.5K- 28.59% |
$1.28M - $1.32M
|
33.7K
$3.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.5K- 8.06% |
$1.28M - $1.32M
|
154K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14.2K- 35.93% |
$1.35M - $1.39M
|
25.3K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14.3K- 26.0% |
$1.36M - $1.4M
|
40.8K
$3.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.8K- 56.12% |
$1.41M - $1.45M
|
11.6K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-14.9K- 31.47% |
$1.41M - $1.46M
|
32.4K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.75% |
$1.43M - $1.47M
|
139K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 17.56% |
$1.44M - $1.48M
|
71K
$6.95M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-15.2K- 76.7% |
$1.44M - $1.48M
|
4.6K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.2K- 49.18% |
$1.44M - $1.48M
|
15.7K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15.6K- 25.47% |
$1.49M - $1.53M
|
45.7K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.8K- 11.0% |
$1.51M - $1.55M
|
128K
$12.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-16.6K- 1.38% |
$1.58M - $1.63M
|
1.19M
$116M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-16.8K- 27.67% |
$1.6M - $1.65M
|
43.9K
$4.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-16.9K- 4.81% |
$1.61M - $1.66M
|
335K
$32.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17.6K- 3.17% |
$1.67M - $1.72M
|
537K
$52.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 9.27% |
$1.7M - $1.75M
|
175K
$17.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-18K- 5.15% |
$1.71M - $1.76M
|
331K
$32.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-18.9K- 8.69% |
$1.8M - $1.85M
|
199K
$19.5M
|