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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.58K+ 0.96% |
$345K - $365K
|
375K
$36.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$343K - $364K
|
3.57K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 4.31% |
$343K - $364K
|
86.3K
$8.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.52K+ 54.53% |
$339K - $359K
|
9.98K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.48K+ 2.08% |
$335K - $355K
|
171K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.47K+ 50.52% |
$334K - $354K
|
10.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.47K+ 5.5% |
$334K - $354K
|
66.5K
$6.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.47K+ 60.38% |
$334K - $353K
|
9.2K
$900K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.46K+ 5.4% |
$333K - $352K
|
67.5K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.45K+ 1.19% |
$332K - $352K
|
294K
$28.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.44K+ 3.79% |
$331K - $351K
|
94.4K
$9.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.43K+ 2.67% |
$331K - $350K
|
132K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.43K+ 23.94% |
$330K - $350K
|
17.8K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 71.28% |
$325K - $345K
|
8.12K
$795K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.38K+ 30.7% |
$325K - $344K
|
14.4K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.38K+ 5.41% |
$325K - $344K
|
65.8K
$6.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.34K+ 5.1% |
$322K - $341K
|
68.9K
$6.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.34K+ 1.63% |
$321K - $340K
|
208K
$20.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 38.57% |
$319K - $338K
|
11.9K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.3K+ 7.95% |
$317K - $336K
|
44.8K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.28K+ 38.49% |
$316K - $335K
|
11.8K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.27K+ 33.54% |
$314K - $333K
|
13K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 34.33% |
$307K - $326K
|
12.5K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19K+ 15.08% |
$307K - $325K
|
24.3K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.17KNew |
$305K - $324K
|
3.17K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.17K+ 65.17% |
$305K - $323K
|
8.03K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.16K+ 5.42% |
$304K - $322K
|
61.5K
$6.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.14KNew |
$302K - $320K
|
3.14K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.14K+ 8.73% |
$302K - $320K
|
39.1K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.14K+ 0.87% |
$302K - $320K
|
365K
$35.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.12KNew |
$300K - $318K
|
3.12K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
3.12KNew |
$300K - $318K
|
3.12K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.12K+ 6.69% |
$300K - $318K
|
49.7K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.1K+ 3.0% |
$298K - $316K
|
106K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.1K+ 394.02% |
$298K - $316K
|
3.88K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.04K+ 130.69% |
$292K - $310K
|
5.36K
$524K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.03K+ 1.02% |
$292K - $309K
|
299K
$29.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.02K+ 19.37% |
$290K - $308K
|
18.6K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.01K+ 46.0% |
$290K - $307K
|
9.55K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.01K+ 2.93% |
$290K - $307K
|
106K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.01K+ 14.51% |
$289K - $306K
|
23.7K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.99K+ 9.62% |
$288K - $305K
|
34.1K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.98KNew |
$287K - $304K
|
2.98K
$291K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.94KNew |
$283K - $300K
|
2.94K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.93K+ 14.45% |
$282K - $298K
|
23.2K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.92K+ 2.71% |
$281K - $298K
|
111K
$10.8M
|