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 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.35KNew |
$226K - $240K
|
2.35K
$230K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.33K+ 1554.0% |
$224K - $238K
|
2.48K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.32K+ 2.86% |
$223K - $236K
|
83.2K
$8.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.3K+ 14.72% |
$221K - $234K
|
17.9K
$1.75M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
2.29K+ 8.76% |
$220K - $234K
|
28.4K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 8.18% |
$220K - $233K
|
30.2K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.28K+ 722.22% |
$219K - $232K
|
2.59K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.27KNew |
$219K - $232K
|
2.27K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.27K+ 11.56% |
$219K - $232K
|
21.9K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.26K+ 3.39% |
$218K - $231K
|
69K
$6.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.26K+ 2.67% |
$218K - $231K
|
86.9K
$8.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.26KNew |
$217K - $230K
|
2.26K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$217K - $230K
|
2.26K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.25KNew |
$216K - $229K
|
2.25K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
2.24K+ 0.5% |
$216K - $229K
|
451K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.24KNew |
$215K - $228K
|
2.24K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.23K+ 7.24% |
$214K - $227K
|
33K
$3.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.22K+ 24.35% |
$213K - $226K
|
11.3K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 7.47% |
$213K - $226K
|
31.9K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.21K+ 20.79% |
$213K - $226K
|
12.9K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.2K+ 1.06% |
$212K - $224K
|
211K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.19K+ 1.45% |
$210K - $223K
|
153K
$15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.18K+ 7.25% |
$209K - $222K
|
32.2K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.18K+ 1.97% |
$209K - $222K
|
113K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.17K+ 7.18% |
$209K - $221K
|
32.4K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.17K+ 17.5% |
$209K - $221K
|
14.6K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.16K+ 2.39% |
$208K - $220K
|
92.6K
$9.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.16K+ 1.74% |
$208K - $220K
|
126K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 53.63% |
$207K - $219K
|
6.16K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.15K+ 3.51% |
$207K - $219K
|
63.3K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.15K+ 12.81% |
$207K - $219K
|
18.9K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.15K+ 1.04% |
$206K - $219K
|
209K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.14K+ 12.7% |
$205K - $218K
|
18.9K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.13K+ 20.11% |
$205K - $217K
|
12.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 12.88% |
$205K - $217K
|
18.6K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12KNew |
$204K - $216K
|
2.12K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.11KNew |
$203K - $215K
|
2.11K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 44.16% |
$203K - $215K
|
6.87K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$202K - $214K
|
2.1K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.09K+ 4980.95% |
$201K - $213K
|
2.13K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.09KNew |
$201K - $213K
|
2.09K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$197K - $209K
|
2.05K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.04KNew |
$196K - $208K
|
2.04K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.03K+ 14.99% |
$195K - $207K
|
15.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.01KNew |
$193K - $205K
|
2.01K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 15.34% |
$193K - $205K
|
15.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2K+ 8.31% |
$193K - $204K
|
26.1K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$195K
|