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 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-20.1K- 5.65% |
$1.92M - $1.97M
|
336K
$32.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-20.2K- 13.61% |
$1.93M - $1.98M
|
129K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20.3K- 83.4% |
$1.93M - $1.99M
|
4.04K
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-20.9K- 77.61% |
$1.98M - $2.04M
|
6.02K
$588K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21K- 22.66% |
$2M - $2.06M
|
71.7K
$7M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-21K- 51.64% |
$2M - $2.06M
|
19.7K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21.1K- 8.85% |
$2.01M - $2.07M
|
218K
$21.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-21.3K- 18.96% |
$2.02M - $2.08M
|
90.9K
$8.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-21.3K- 21.45% |
$2.03M - $2.09M
|
78K
$7.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-22.3K- 25.39% |
$2.12M - $2.19M
|
65.6K
$6.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.3K- 6.74% |
$2.12M - $2.19M
|
309K
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-22.5K- 1.56% |
$2.14M - $2.2M
|
1.42M
$138M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-23.2K- 59.73% |
$2.21M - $2.28M
|
15.7K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.3K- 2.78% |
$2.22M - $2.29M
|
816K
$79.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.5K- 21.75% |
$2.24M - $2.3M
|
84.6K
$8.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.3K- 5.99% |
$2.31M - $2.38M
|
381K
$37.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.6K- 5.2% |
$2.34M - $2.41M
|
448K
$43.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-24.8K- 12.96% |
$2.36M - $2.43M
|
167K
$16.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-25.7K- 46.0% |
$2.44M - $2.51M
|
30.1K
$2.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 2.66% |
$2.52M - $2.59M
|
966K
$94.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.2K- 40.34% |
$2.58M - $2.66M
|
40.2K
$3.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-28.1K- 3.22% |
$2.67M - $2.75M
|
843K
$82.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-28.6K- 17.92% |
$2.72M - $2.8M
|
131K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-28.9K- 4.82% |
$2.75M - $2.83M
|
571K
$55.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-29.2K- 2.52% |
$2.77M - $2.86M
|
1.13M
$110M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-29.7K- 57.4% |
$2.83M - $2.91M
|
22.1K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-29.9K- 56.41% |
$2.84M - $2.92M
|
23.1K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-30.4K- 56.45% |
$2.89M - $2.98M
|
23.5K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-30.7K- 86.98% |
$2.92M - $3.01M
|
4.59K
$449K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-30.7K- 94.16% |
$2.92M - $3.01M
|
1.91K
$186K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-31.4K- 40.39% |
$2.98M - $3.07M
|
46.3K
$4.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32.3K- 41.62% |
$3.07M - $3.16M
|
45.3K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-32.5K- 5.16% |
$3.09M - $3.18M
|
598K
$58.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-32.6K- 16.55% |
$3.1M - $3.19M
|
164K
$16.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-32.7K- 5.85% |
$3.11M - $3.2M
|
526K
$51.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-32.8K- 9.16% |
$3.12M - $3.21M
|
326K
$31.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.9K- 32.09% |
$3.22M - $3.32M
|
71.7K
$7.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-34.2K- 34.27% |
$3.25M - $3.35M
|
65.6K
$6.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35K- 18.53% |
$3.33M - $3.43M
|
154K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.1K- 5.15% |
$3.34M - $3.44M
|
647K
$63.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-36K- 14.03% |
$3.42M - $3.52M
|
220K
$21.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-36.6K- 1.47% |
$3.48M - $3.59M
|
2.46M
$240M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-39.3K- 19.1% |
$3.74M - $3.85M
|
167K
$16.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-40K- 45.54% |
$3.81M - $3.92M
|
47.9K
$4.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40K- 43.24% |
$3.81M - $3.92M
|
52.6K
$5.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-40.6K- 0.48% |
$3.87M - $3.98M
|
8.42M
$823M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-40.7K- 22.74% |
$3.87M - $3.99M
|
138K
$13.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.8K- 1.07% |
$3.88M - $4M
|
3.79M
$370M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41.4K- 12.83% |
$3.94M - $4.06M
|
282K
$27.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-42.1K- 48.82% |
$4M - $4.12M
|
44.1K
$4.31M
|