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
|
Patriot Investment Management Inc.
|
BUY
|
- |
16.8K+ 11.83% |
$1.6M - $1.65M
|
159K
$15.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
16.5KNew |
$1.57M - $1.61M
|
16.5K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.3K+ 1.94% |
$1.55M - $1.59M
|
855K
$83.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 20.94% |
$1.53M - $1.58M
|
93K
$9.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16K+ 27.89% |
$1.52M - $1.57M
|
73.4K
$7.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.9K+ 5.8% |
$1.51M - $1.56M
|
290K
$28.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
15.9K+ 17.12% |
$1.51M - $1.56M
|
109K
$10.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.7K+ 6.76% |
$1.4M - $1.44M
|
232K
$22.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
14.6K+ 15.69% |
$1.39M - $1.43M
|
108K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.6K+ 5.1% |
$1.38M - $1.43M
|
300K
$29.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
14.5K+ 2.77% |
$1.38M - $1.42M
|
538K
$52.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14.4KNew |
$1.37M - $1.41M
|
14.4K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
14.3K+ 23.67% |
$1.36M - $1.4M
|
74.8K
$7.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14.3K+ 5.2% |
$1.36M - $1.4M
|
289K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
14K+ 0.92% |
$1.33M - $1.37M
|
1.53M
$150M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14K+ 183.06% |
$1.33M - $1.37M
|
21.6K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
14K+ 105.69% |
$1.33M - $1.37M
|
27.2K
$2.66M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
13.8K+ 9.61% |
$1.32M - $1.35M
|
158K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
13.8K+ 20.03% |
$1.31M - $1.35M
|
82.6K
$8.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
13.6K+ 9.14% |
$1.29M - $1.33M
|
162K
$15.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
13.6KNew |
$1.29M - $1.33M
|
13.6K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
13.5KNew |
$1.29M - $1.33M
|
13.5K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
13.5K+ 13.6% |
$1.28M - $1.32M
|
112K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 7.13% |
$1.26M - $1.3M
|
200K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 122.69% |
$1.26M - $1.3M
|
24.1K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.2K+ 43.49% |
$1.26M - $1.29M
|
43.6K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1K+ 6.12% |
$1.25M - $1.29M
|
228K
$22.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
13.1K+ 1.97% |
$1.25M - $1.28M
|
679K
$66.4M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13KNew |
$1.23M - $1.27M
|
13K
$1.27M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12.9KNew |
$1.23M - $1.27M
|
12.9K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
12.9K+ 1.52% |
$1.23M - $1.27M
|
865K
$84.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 28.34% |
$1.23M - $1.26M
|
58.4K
$5.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.8K+ 18.27% |
$1.21M - $1.25M
|
82.5K
$8.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$1.2M - $1.24M
|
12.7K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$1.2M - $1.23M
|
12.6K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.5KNew |
$1.19M - $1.23M
|
12.5K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 17.97% |
$1.18M - $1.22M
|
81.7K
$7.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$1.18M - $1.21M
|
12.4K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.2KNew |
$1.16M - $1.19M
|
12.2K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.2K+ 9.52% |
$1.16M - $1.19M
|
140K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.9K+ 4.52% |
$1.13M - $1.17M
|
276K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.9K+ 7.44% |
$1.13M - $1.17M
|
172K
$16.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.7K+ 2848.29% |
$1.11M - $1.14M
|
12.1K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
11.6K+ 7.32% |
$1.11M - $1.14M
|
171K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.48% |
$1.09M - $1.13M
|
475K
$46.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11.4K+ 3.9% |
$1.09M - $1.12M
|
304K
$29.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 4.74% |
$1.08M - $1.12M
|
252K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.08M - $1.11M
|
11.3K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11.2K+ 78.64% |
$1.06M - $1.1M
|
25.4K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 26.96% |
$1.06M - $1.09M
|
52.4K
$5.13M
|