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 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
71.8KNew |
$6.83M - $7.04M
|
71.8K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
71K+ 1.11% |
$6.75M - $6.95M
|
6.49M
$634M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
70.5K+ 58.52% |
$6.71M - $6.9M
|
191K
$18.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
70.2K+ 4.52% |
$6.67M - $6.87M
|
1.62M
$159M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
69.1KNew |
$6.57M - $6.77M
|
69.1K
$6.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68.4K+ 335.48% |
$6.5M - $6.69M
|
88.7K
$8.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
67.9K+ 15.93% |
$6.45M - $6.65M
|
494K
$48.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
67.3K+ 1.72% |
$6.4M - $6.59M
|
3.98M
$389M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
66.5K+ 72.92% |
$6.33M - $6.51M
|
158K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65.5K+ 5.32% |
$6.23M - $6.41M
|
1.3M
$127M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
63.9KNew |
$6.08M - $6.25M
|
63.9K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
63.7KNew |
$6.05M - $6.23M
|
63.7K
$6.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
63.2K+ 8.14% |
$6.01M - $6.19M
|
841K
$82.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
63.2K+ 53.41% |
$6.01M - $6.19M
|
182K
$17.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
62.7K+ 5.1% |
$5.97M - $6.14M
|
1.29M
$126M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
62.5K+ 149.72% |
$5.95M - $6.12M
|
104K
$10.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
62.2K+ 45.18% |
$5.92M - $6.09M
|
200K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62.2K+ 9.31% |
$5.91M - $6.09M
|
730K
$71.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
61.6K+ 6.74% |
$5.86M - $6.03M
|
975K
$95.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
61.3KNew |
$5.83M - $6M
|
61.3K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
60.6K+ 2602.15% |
$5.76M - $5.93M
|
62.9K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
60.1K+ 1.9% |
$5.72M - $5.89M
|
3.22M
$314M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.7KNew |
$5.68M - $5.85M
|
59.7K
$5.83M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$5.63M - $5.8M
|
59.2K
$5.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
59KNew |
$5.61M - $5.78M
|
59K
$5.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59K+ 6.3% |
$5.61M - $5.78M
|
996K
$97.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
58.6K+ 231.22% |
$5.58M - $5.74M
|
84K
$8.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
57.7KNew |
$5.48M - $5.65M
|
57.7K
$5.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57.4K+ 232.42% |
$5.46M - $5.62M
|
82.1K
$8.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.7K+ 39.12% |
$5.39M - $5.55M
|
202K
$19.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.5K+ 7.3% |
$5.28M - $5.44M
|
817K
$79.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
54.7K+ 5.37% |
$5.21M - $5.36M
|
1.07M
$105M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
54.2K+ 3.96% |
$5.15M - $5.3M
|
1.42M
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.9K+ 11.0% |
$5.12M - $5.28M
|
544K
$53.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
53.3K+ 13.92% |
$5.07M - $5.22M
|
437K
$42.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
52.4K+ 12.21% |
$4.98M - $5.13M
|
481K
$47M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
51.5K+ 12.19% |
$4.9M - $5.05M
|
474K
$46.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
50.6K+ 8.35% |
$4.82M - $4.96M
|
657K
$64.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
BUY
|
- |
50.2K+ 66.87% |
$4.77M - $4.91M
|
125K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
49.8K+ 48.69% |
$4.73M - $4.87M
|
152K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
47.9K+ 92.76% |
$4.56M - $4.7M
|
99.6K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47.7K+ 5.31% |
$4.54M - $4.67M
|
946K
$92.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.2KNew |
$4.49M - $4.62M
|
47.2K
$4.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
47K+ 5.14% |
$4.47M - $4.6M
|
960K
$93.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
46.3KNew |
$4.41M - $4.54M
|
46.3K
$4.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
45.4KNew |
$4.31M - $4.44M
|
45.4K
$4.43M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
45.3K+ 77.94% |
$4.3M - $4.43M
|
103K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.1K+ 5.27% |
$4.29M - $4.42M
|
901K
$88M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
44.2K+ 24.34% |
$4.2M - $4.32M
|
226K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40.8K+ 223.97% |
$3.88M - $4M
|
59K
$5.77M
|