Purchases and Sales Made in Q3 2024 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 08, 2024 Q3 2024
Peddock Capital Advisors, LLC

BUY
 -
928
+ 0.58%
$89.3K - $94.6K
162K $15.8M
Oct 29, 2024 Q3 2024
Kg&L Capital Management,Llc

BUY
 -
921
+ 2.15%
$88.6K - $93.9K
43.8K $4.28M
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
906
+ 10.34%
$87.2K - $92.4K
9.67K $945K
Oct 31, 2024 Q3 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
901
+ 16.1%
$86.7K - $91.9K
6.5K $635K
Nov 08, 2024 Q3 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
900
+ 24.28%
$86.6K - $91.8K
4.61K $450K
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
883
New
$85K - $90K
883 $86.3K
Nov 08, 2024 Q3 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
869
+ 24.23%
$83.6K - $88.6K
4.46K $436K
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
865
+ 5.93%
$83.3K - $88.2K
15.5K $1.51M
Oct 31, 2024 Q3 2024
Ntv Asset Management LLC

BUY
 -
864
+ 3.99%
$83.2K - $88.1K
22.5K $2.2M
Nov 04, 2024 Q3 2024
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
860
+ 10.29%
$82.8K - $87.7K
9.21K $901K
Oct 04, 2024 Q3 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
843
+ 0.99%
$81.1K - $86K
85.9K $8.39M
Nov 07, 2024 Q3 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
830
+ 1.73%
$79.9K - $84.6K
48.9K $4.78M
Oct 17, 2024 Q3 2024
Capital Investment Advisors, LLC

BUY
 -
829
+ 5.38%
$79.8K - $84.5K
16.3K $1.59M
Nov 12, 2024 Q3 2024
Cfo4 Life Group, LLC

BUY
 -
808
+ 18.44%
$77.8K - $82.4K
5.19K $507K
Nov 18, 2024 Q3 2024
Continental Investors Services, Inc.

Longview, WA
BUY
 -
793
+ 2.67%
$76.3K - $80.9K
30.5K $2.98M
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
790
+ 11.88%
$76K - $80.6K
7.44K $727K
Oct 30, 2024 Q3 2024
White Lighthouse Investment Management Inc.

BUY
 -
783
+ 32.26%
$75.4K - $79.9K
3.21K $314K
Oct 02, 2024 Q3 2024
Trust CO Of The South

Greensboro, NC
BUY
 -
780
+ 26.71%
$75.1K - $79.5K
3.7K $362K
Oct 24, 2024 Q3 2024
Gemmer Asset Management LLC

BUY
 -
772
+ 1.21%
$74.3K - $78.7K
64.7K $6.32M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
764
New
$73.5K - $77.9K
764 $74.7K
Oct 23, 2024 Q3 2024
Cooksen Wealth, LLC

The Woodlands, TX
BUY
 -
761
+ 3.35%
$73.2K - $77.6K
23.5K $2.29M
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
754
+ 19.67%
$72.6K - $76.9K
4.59K $448K
Oct 28, 2024 Q3 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
749
+ 0.32%
$72.1K - $76.4K
233K $22.8M
Nov 12, 2024 Q3 2024
Running Point Capital Advisors, LLC

BUY
 -
748
+ 4.31%
$72K - $76.3K
18.1K $1.77M
Nov 13, 2024 Q3 2024
Csenge Advisory Group

BUY
 -
741
+ 1.03%
$71.3K - $75.6K
72.4K $7.08M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
739
+ 6.09%
$71.1K - $75.4K
12.9K $1.26M
Oct 21, 2024 Q3 2024
Mps Loria Financial Planners, LLC

BUY
 -
737
+ 2.15%
$70.9K - $75.2K
35K $3.42M
Oct 18, 2024 Q3 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
721
+ 4.47%
$69.4K - $73.5K
16.9K $1.65M
Nov 04, 2024 Q3 2024
1900 Wealth Management LLC

BUY
 -
718
+ 28.02%
$69.1K - $73.2K
3.28K $321K
Oct 21, 2024 Q3 2024
Rba Wealth Management, LLC

BUY
 -
715
+ 5.1%
$68.8K - $72.9K
14.7K $1.44M
Nov 06, 2024 Q3 2024
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
713
+ 4.72%
$68.6K - $72.7K
15.8K $1.55M
Oct 21, 2024 Q3 2024
Stewardship Advisors, LLC

BUY
 -
710
+ 5.62%
$68.3K - $72.4K
13.3K $1.3M
Nov 14, 2024 Q3 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
710
+ 98.34%
$68.3K - $72.4K
1.43K $140K
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
703
+ 26.42%
$67.7K - $71.7K
3.36K $329K
Oct 10, 2024 Q3 2024
Stonekeep Investments, LLC

Sante Fe, NM
BUY
 -
702
+ 2.05%
$67.6K - $71.6K
34.9K $3.41M
Oct 16, 2024 Q3 2024
Wolff Wiese Magana LLC

BUY
 -
700
+ 30.2%
$67.4K - $71.4K
3.02K $295K
Nov 12, 2024 Q3 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
696
+ 0.77%
$67K - $71K
91.6K $8.95M
Nov 20, 2024 Q3 2024
Westside Investment Management, Inc.

BUY
 -
676
+ 0.92%
$65.1K - $68.9K
74.3K $7.27M
Oct 07, 2024 Q3 2024
Agincourt Capital Management, LLC

BUY
 -
675
+ 0.41%
$65K - $68.8K
164K $16M
Oct 18, 2024 Q3 2024
West Hill Financial Advisors, Inc.

BUY
 -
675
+ 4.56%
$65K - $68.8K
15.5K $1.51M
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
670
New
$64.5K - $68.3K
670 $65.5K
Oct 24, 2024 Q3 2024
Ellis Investment Partners, LLC

BUY
 -
667
+ 6.21%
$64.2K - $68K
11.4K $1.12M
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
661
+ 2.97%
$63.6K - $67.4K
22.9K $2.24M
Nov 12, 2024 Q3 2024
Cornerstone Advisory, LLC

BUY
 -
653
+ 9.38%
$62.9K - $66.6K
7.61K $744K
Oct 18, 2024 Q3 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
642
+ 6.03%
$61.8K - $65.5K
11.3K $1.1M
Oct 21, 2024 Q3 2024
Plimoth Trust CO LLC

BUY
 -
641
+ 0.86%
$61.7K - $65.4K
75.3K $7.36M
Nov 13, 2024 Q3 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
640
+ 68.52%
$61.6K - $65.3K
1.57K $154K
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
621
+ 2.72%
$59.8K - $63.3K
23.5K $2.3M
Oct 16, 2024 Q3 2024
Lex Aurum Advisors, LLC

BUY
 -
614
+ 19.95%
$59.1K - $62.6K
3.69K $361K

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