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 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.39K+ 227.65% |
$798K - $821K
|
12.1K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
8.32K+ 8.41% |
$791K - $815K
|
107K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8.22K+ 11.28% |
$782K - $805K
|
81K
$7.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
8.2K+ 3.96% |
$780K - $803K
|
215K
$21M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.13K+ 23.61% |
$773K - $796K
|
42.6K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.94KNew |
$755K - $777K
|
7.94K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.92K+ 22.33% |
$754K - $776K
|
43.4K
$4.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
7.86K+ 3.28% |
$748K - $770K
|
248K
$24.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.8K+ 13.23% |
$742K - $764K
|
66.8K
$6.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.74K+ 2.3% |
$736K - $758K
|
344K
$33.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
7.7K+ 15.38% |
$732K - $754K
|
57.8K
$5.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
7.66KNew |
$728K - $750K
|
7.66K
$749K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
7.58K+ 18.99% |
$721K - $742K
|
47.5K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.58K+ 16.8% |
$721K - $742K
|
52.7K
$5.15M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.48K+ 3.06% |
$711K - $732K
|
252K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.45KNew |
$709K - $730K
|
7.45K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.4K+ 4.65% |
$704K - $725K
|
167K
$16.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.4K+ 6.6% |
$704K - $724K
|
120K
$11.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.3K+ 38.21% |
$694K - $714K
|
26.4K
$2.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
7.29K+ 10.66% |
$693K - $713K
|
75.6K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.27K+ 46.56% |
$691K - $711K
|
22.9K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
7.24K+ 25.21% |
$689K - $709K
|
36K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.22K+ 14.28% |
$687K - $707K
|
57.8K
$5.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.15KNew |
$680K - $700K
|
7.15K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7.07KNew |
$672K - $692K
|
7.07K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
6.99K+ 2.2% |
$664K - $684K
|
324K
$31.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
6.97K+ 13.56% |
$663K - $682K
|
58.4K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.95K+ 51.54% |
$661K - $680K
|
20.4K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.94K+ 59.8% |
$660K - $680K
|
18.6K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.86K+ 6.05% |
$653K - $672K
|
120K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.86K+ 50.08% |
$653K - $672K
|
20.6K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.71KNew |
$638K - $657K
|
6.71K
$656K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.7K+ 1.11% |
$637K - $656K
|
611K
$59.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$637K - $656K
|
6.7K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.65K+ 4.71% |
$633K - $651K
|
148K
$14.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.64KNew |
$632K - $651K
|
6.64K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.6K+ 8.73% |
$627K - $646K
|
82.2K
$8.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6.58K+ 2.14% |
$625K - $644K
|
314K
$30.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6.58K+ 4.13% |
$625K - $644K
|
166K
$16.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.53K+ 17.36% |
$621K - $639K
|
44.1K
$4.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.52K+ 4.66% |
$620K - $639K
|
147K
$14.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
6.47K+ 7.48% |
$616K - $634K
|
93K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.41K+ 2.62% |
$610K - $628K
|
251K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
6.34KNew |
$603K - $621K
|
6.34K
$620K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.29KNew |
$598K - $616K
|
6.29K
$615K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
6.28K+ 11.48% |
$597K - $615K
|
61K
$5.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.26K+ 6.54% |
$595K - $613K
|
102K
$9.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.21K+ 7.3% |
$590K - $608K
|
91.2K
$8.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
6.18K+ 0.48% |
$587K - $605K
|
1.28M
$126M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
6.17K+ 7.47% |
$587K - $604K
|
88.8K
$8.68M
|