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 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.12KNew |
$582K - $599K
|
6.12K
$599K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6.12K+ 3.01% |
$582K - $599K
|
209K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.97KNew |
$568K - $584K
|
5.97K
$584K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.95K+ 23.12% |
$566K - $583K
|
31.7K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.93K+ 6.11% |
$564K - $580K
|
103K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.92K+ 2.6% |
$563K - $580K
|
233K
$22.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.87K+ 134.77% |
$558K - $575K
|
10.2K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 3.73% |
$556K - $573K
|
163K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.84K+ 6.76% |
$556K - $572K
|
92.3K
$9.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.84K+ 154.63% |
$556K - $572K
|
9.62K
$941K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.83K+ 216.16% |
$555K - $571K
|
8.53K
$834K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.82K+ 0.9% |
$554K - $570K
|
651K
$63.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.8K+ 1.77% |
$552K - $568K
|
334K
$32.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.78K+ 13.86% |
$550K - $566K
|
47.5K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.71KNew |
$543K - $559K
|
5.71K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.7K+ 67.18% |
$543K - $559K
|
14.2K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
5.7K+ 2.47% |
$542K - $558K
|
236K
$23.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.67KNew |
$539K - $555K
|
5.67K
$554K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.65K+ 3.03% |
$538K - $554K
|
192K
$18.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.45K+ 7.02% |
$519K - $534K
|
83.1K
$8.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.44K+ 3.05% |
$517K - $532K
|
184K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.39K+ 3.7% |
$512K - $528K
|
151K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.38KNew |
$512K - $527K
|
5.38K
$527K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.36K+ 21.35% |
$510K - $525K
|
30.5K
$2.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.36K+ 21.54% |
$509K - $524K
|
30.2K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.34K+ 2.37% |
$508K - $523K
|
230K
$22.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.29K+ 60.83% |
$503K - $518K
|
14K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.28K+ 1.44% |
$502K - $517K
|
372K
$36.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.13K+ 5.4% |
$488K - $503K
|
100K
$9.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.09KNew |
$484K - $499K
|
5.09K
$498K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.93K+ 13.28% |
$468K - $482K
|
42K
$4.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.88K+ 67.56% |
$464K - $478K
|
12.1K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.88K+ 80.67% |
$464K - $477K
|
10.9K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.86KNew |
$462K - $476K
|
4.86K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.82K+ 55.15% |
$458K - $472K
|
13.6K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.71K+ 4.62% |
$448K - $461K
|
107K
$10.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.7K+ 38.6% |
$447K - $460K
|
16.9K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.66KNew |
$443K - $456K
|
4.66K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 13.11% |
$440K - $452K
|
39.9K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.62K+ 4.17% |
$439K - $452K
|
115K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Passaic Partners LLC
|
BUY
|
- |
4.55K+ 1.68% |
$432K - $445K
|
276K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.49KNew |
$427K - $439K
|
4.49K
$439K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.48KNew |
$426K - $438K
|
4.48K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.46K+ 2.09% |
$424K - $437K
|
218K
$21.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
4.46K+ 118.16% |
$424K - $437K
|
8.23K
$805K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.45K+ 1.77% |
$423K - $436K
|
256K
$25.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
4.45K+ 2.8% |
$423K - $436K
|
163K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.43K+ 13.74% |
$421K - $434K
|
36.7K
$3.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.38K+ 4.28% |
$417K - $429K
|
107K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.38K+ 2.46% |
$417K - $429K
|
183K
$17.9M
|