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 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
25K+ 6.46% |
$2.37M - $2.44M
|
411K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.6KNew |
$2.34M - $2.41M
|
24.6K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.5K+ 45.52% |
$2.33M - $2.4M
|
78.3K
$7.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
24.2KNew |
$2.3M - $2.37M
|
24.2K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.2K+ 18.17% |
$2.3M - $2.36M
|
157K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
24.1K+ 13.15% |
$2.29M - $2.36M
|
207K
$20.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
23.6K+ 4.95% |
$2.24M - $2.31M
|
499K
$48.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23.3K+ 15.5% |
$2.22M - $2.28M
|
174K
$17M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.2K+ 15.96% |
$2.2M - $2.27M
|
168K
$16.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22.9K+ 6.64% |
$2.18M - $2.24M
|
368K
$36M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
22.7K+ 2.88% |
$2.15M - $2.22M
|
808K
$79M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
22.5K+ 8.94% |
$2.14M - $2.21M
|
274K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.5K+ 137.79% |
$2.14M - $2.21M
|
38.9K
$3.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
22.2K+ 6.86% |
$2.11M - $2.17M
|
346K
$33.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
22KNew |
$2.1M - $2.16M
|
22K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
21.9K+ 20.15% |
$2.08M - $2.14M
|
130K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
21.8K+ 1.57% |
$2.08M - $2.14M
|
1.42M
$138M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
21.5K+ 7.32% |
$2.05M - $2.11M
|
315K
$30.8M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$2.04M - $2.1M
|
21.5K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
21.5K+ 3576.04% |
$2.04M - $2.1M
|
22.1K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21.4K+ 361.27% |
$2.03M - $2.09M
|
27.3K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
21.3K+ 9.27% |
$2.03M - $2.09M
|
251K
$24.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 4.65% |
$2.01M - $2.07M
|
475K
$46.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
21K+ 4.15% |
$2M - $2.06M
|
526K
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.6K+ 75.14% |
$1.96M - $2.02M
|
48.1K
$4.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.5K+ 2.71% |
$1.95M - $2.01M
|
779K
$76.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20.4KNew |
$1.94M - $2M
|
20.4K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
20.3K+ 4.15% |
$1.93M - $1.99M
|
510K
$49.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 0.73% |
$1.93M - $1.98M
|
2.8M
$274M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20K+ 5.59% |
$1.9M - $1.96M
|
378K
$36.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
19.4K+ 91.62% |
$1.84M - $1.9M
|
40.5K
$3.96M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
19.1K+ 7.77% |
$1.82M - $1.87M
|
265K
$25.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19KNew |
$1.81M - $1.86M
|
19K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.6K+ 11.16% |
$1.77M - $1.83M
|
186K
$18.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$1.76M - $1.82M
|
18.5K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
18.2K+ 4.81% |
$1.73M - $1.78M
|
397K
$38.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
18K+ 3.44% |
$1.71M - $1.76M
|
541K
$52.9M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.9K+ 4.16% |
$1.71M - $1.76M
|
449K
$43.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.7KNew |
$1.69M - $1.74M
|
17.7K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.7K+ 11.85% |
$1.68M - $1.73M
|
167K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
17.5K+ 2.21% |
$1.66M - $1.71M
|
809K
$79.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
17.4K+ 52.13% |
$1.65M - $1.7M
|
50.7K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.4K+ 23.49% |
$1.65M - $1.7M
|
91.2K
$8.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.1K+ 3.73% |
$1.63M - $1.68M
|
477K
$46.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 5.89% |
$1.63M - $1.67M
|
308K
$30.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
17K+ 6.68% |
$1.62M - $1.67M
|
272K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17K+ 6.51% |
$1.62M - $1.67M
|
278K
$27.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17K+ 5.14% |
$1.61M - $1.66M
|
347K
$33.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
17K+ 18.44% |
$1.61M - $1.66M
|
109K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 21.54% |
$1.6M - $1.65M
|
95K
$9.29M
|