Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
8.13MNew |
$782M - $829M
|
8.13M
$818M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.8M+ 10.89% |
$462M - $490M
|
48.9M
$4.92B
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.69M+ 105.85% |
$452M - $479M
|
9.13M
$919M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.46M+ 3.81% |
$429M - $454M
|
121M
$12.2B
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.38M+ 100.57% |
$421M - $446M
|
8.73M
$879M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.72M+ 11.08% |
$358M - $379M
|
37.3M
$3.75B
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.18M+ 16.46% |
$307M - $325M
|
22.5M
$2.27B
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11M+ 19.73% |
$299M - $317M
|
18.8M
$1.9B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71M+ 10.64% |
$261M - $276M
|
28.2M
$2.84B
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71M+ 10.64% |
$261M - $276M
|
28.2M
$2.84B
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.39M+ 12022.82% |
$230M - $244M
|
2.41M
$243M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38M+ 3.46% |
$229M - $242M
|
71.1M
$7.15B
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.19M+ 571.96% |
$211M - $224M
|
2.58M
$259M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.12M+ 86.4% |
$204M - $217M
|
4.58M
$461M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.89M+ 0.0% |
$182M - $193M
|
1.89M
$190M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64M+ 43.43% |
$158M - $168M
|
5.43M
$547M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.34M+ 38.11% |
$129M - $137M
|
4.87M
$490M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.3MNew |
$125M - $133M
|
1.3M
$131M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25M+ 24.26% |
$121M - $128M
|
6.42M
$646M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.12M+ 9.58% |
$108M - $114M
|
12.8M
$1.29B
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.07M+ 33.35% |
$103M - $109M
|
4.29M
$432M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
981K+ 14.1% |
$94.5M - $100M
|
7.94M
$800M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
937KNew |
$90.2M - $95.6M
|
937K
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
877K+ 20.95% |
$84.4M - $89.4M
|
5.06M
$509M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
870K+ 977513.5% |
$83.7M - $88.7M
|
870K
$87.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
852K+ 20808.11% |
$82M - $86.9M
|
856K
$86.2M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
820K+ 8.63% |
$79M - $83.7M
|
10.3M
$1.04B
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
792K+ 484.05% |
$76.2M - $80.8M
|
956K
$96.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
767K+ 282.09% |
$73.8M - $78.2M
|
1.04M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
735K+ 7.23% |
$70.8M - $75M
|
10.9M
$1.1B
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
728K+ 12.09% |
$70.1M - $74.2M
|
6.75M
$680M
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
BUY
|
- |
701K+ 1367.25% |
$67.5M - $71.5M
|
753K
$75.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
688K+ 15.23% |
$66.2M - $70.2M
|
5.21M
$524M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
687K+ 212.72% |
$66.2M - $70.1M
|
1.01M
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
679K+ 355.61% |
$65.4M - $69.3M
|
870K
$87.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
617K+ 148.74% |
$59.4M - $62.9M
|
1.03M
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593K+ 6.65% |
$57.1M - $60.4M
|
9.51M
$957M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
581K+ 24.31% |
$55.9M - $59.3M
|
2.97M
$299M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
562K+ 14.97% |
$54M - $57.3M
|
4.31M
$434M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
554K+ 23.61% |
$53.3M - $56.4M
|
2.9M
$292M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
528KNew |
$50.8M - $53.9M
|
528K
$53.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
484K+ 7.81% |
$46.6M - $49.4M
|
6.68M
$673M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
432K+ 1956.19% |
$41.6M - $44M
|
454K
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
404K+ 3.65% |
$38.8M - $41.2M
|
11.4M
$1.15B
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
399K+ 15.48% |
$38.4M - $40.7M
|
2.98M
$300M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
395KNew |
$38.1M - $40.3M
|
395K
$39.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
374K+ 57.81% |
$36M - $38.1M
|
1.02M
$103M
|
|
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
374K+ 57.81% |
$36M - $38.1M
|
1.02M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
346K+ 5.01% |
$33.3M - $35.3M
|
7.26M
$731M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
337K+ 102.49% |
$32.5M - $34.4M
|
666K
$67.1M
|