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 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.43K+ 94.28% |
$138K - $146K
|
2.95K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.43K+ 5.13% |
$138K - $146K
|
29.3K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.43K+ 14.85% |
$138K - $146K
|
11K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 0.24% |
$137K - $146K
|
586K
$57.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.42KNew |
$136K - $144K
|
1.42K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 21.01% |
$136K - $144K
|
8.14K
$795K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.4K+ 25.45% |
$135K - $143K
|
6.9K
$674K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.39K+ 3.25% |
$133K - $141K
|
44.1K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.36K+ 0.97% |
$131K - $139K
|
142K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.34K+ 6.03% |
$129K - $136K
|
23.5K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.32K+ 16.0% |
$127K - $135K
|
9.59K
$937K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.31K+ 57.44% |
$126K - $133K
|
3.59K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.3K+ 16.75% |
$125K - $133K
|
9.08K
$887K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.29K+ 9.94% |
$124K - $131K
|
14.2K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.27K+ 21.78% |
$122K - $129K
|
7.09K
$693K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.73% |
$119K - $126K
|
19.6K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.22K+ 10.27% |
$118K - $125K
|
13.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.22K+ 1.31% |
$117K - $124K
|
94.2K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.2K+ 34.83% |
$115K - $122K
|
4.63K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 1.99% |
$114K - $121K
|
60.8K
$5.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.17K+ 3.19% |
$113K - $119K
|
37.9K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.16K+ 7.96% |
$112K - $119K
|
15.8K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.15K+ 1.89% |
$111K - $117K
|
62.1K
$6.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.15KNew |
$111K - $117K
|
1.15K
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.14K+ 1.51% |
$110K - $116K
|
76.7K
$7.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.1K+ 6.52% |
$105K - $112K
|
17.9K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.08K+ 6.82% |
$104K - $110K
|
16.9K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.07K+ 41.96% |
$103K - $109K
|
3.61K
$353K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 30.2% |
$101K - $107K
|
4.54K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.05KNew |
$101K - $107K
|
1.05K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
1.04K+ 2.51% |
$100K - $106K
|
42.6K
$4.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.04K+ 4.96% |
$99.9K - $106K
|
22K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.03K+ 2.98% |
$98.8K - $105K
|
35.4K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.02K+ 19.87% |
$98.6K - $104K
|
6.18K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.02K+ 8.42% |
$98K - $104K
|
13.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.01K+ 2.19% |
$97.4K - $103K
|
47.3K
$4.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.01K+ 6.14% |
$96.7K - $102K
|
17.4K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1K+ 13.38% |
$96.5K - $102K
|
8.5K
$831K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1KNew |
$96.3K - $102K
|
1K
$97.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 83.33% |
$96.3K - $102K
|
2.2K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1K+ 16.1% |
$96.3K - $102K
|
7.21K
$705K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
995+ 7.34% |
$95.8K - $101K
|
14.5K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
995+ 12.35% |
$95.8K - $101K
|
9.05K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
986New |
$94.9K - $101K
|
986
$96.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
980+ 3.22% |
$94.3K - $99.9K
|
31.5K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
958+ 3.18% |
$92.2K - $97.7K
|
31.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
954+ 10.28% |
$91.8K - $97.3K
|
10.2K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
946+ 0.85% |
$91.1K - $96.5K
|
112K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
946+ 91.4% |
$91.1K - $96.5K
|
1.98K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
935+ 9.14% |
$90K - $95.4K
|
11.2K
$1.09M
|