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 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
339+ 3.3% |
$32.6K - $34.6K
|
10.6K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
330+ 4.66% |
$31.8K - $33.7K
|
7.41K
$724K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
312+ 13.27% |
$30K - $31.8K
|
2.66K
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
310+ 0.93% |
$29.8K - $31.6K
|
33.7K
$3.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
305+ 30500.0% |
$29.4K - $31.1K
|
306
$29.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
302+ 1.94% |
$29.1K - $30.8K
|
15.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
302+ 1.69% |
$29.1K - $30.8K
|
18.2K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
301+ 0.03% |
$29K - $30.7K
|
996K
$97.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
300+ 12.04% |
$28.9K - $30.6K
|
2.79K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
296+ 5.02% |
$28.5K - $30.2K
|
6.19K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
290+ 38.87% |
$27.9K - $29.6K
|
1.04K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
290+ 3.78% |
$27.9K - $29.6K
|
7.96K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
286+ 10.94% |
$27.5K - $29.2K
|
2.9K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
282+ 4.29% |
$27.1K - $28.8K
|
6.85K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
275+ 5.54% |
$26.5K - $28K
|
5.24K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
268+ 110.29% |
$25.8K - $27.3K
|
511
$49.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
268+ 1.28% |
$25.8K - $27.3K
|
21.3K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
265+ 0.44% |
$25.5K - $27K
|
61K
$5.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
263+ 1.13% |
$25.3K - $26.8K
|
23.5K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
260+ 4.58% |
$25K - $26.5K
|
5.94K
$581K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
258+ 0.54% |
$24.8K - $26.3K
|
48.5K
$4.74M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
255+ 1020.0% |
$24.5K - $26K
|
280
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
245+ 6.32% |
$23.6K - $25K
|
4.12K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
243+ 506.25% |
$23.4K - $24.8K
|
291
$28.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
242+ 1.18% |
$23.3K - $24.7K
|
20.7K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
240+ 0.92% |
$23.1K - $24.5K
|
26.2K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
238+ 3.34% |
$22.9K - $24.3K
|
7.36K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
234+ 2.1% |
$22.5K - $23.9K
|
11.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
232+ 4.43% |
$22.3K - $23.7K
|
5.47K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 2.09% |
$21.9K - $23.3K
|
11.2K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
225+ 11.42% |
$21.7K - $22.9K
|
2.2K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
224+ 4.69% |
$21.6K - $22.8K
|
5K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
224+ 0.2% |
$21.6K - $22.8K
|
115K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
222+ 3.23% |
$21.4K - $22.6K
|
7.09K
$693K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
221+ 0.54% |
$21.3K - $22.5K
|
41K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
220+ 1.85% |
$21.2K - $22.4K
|
12.1K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
217+ 1.55% |
$20.9K - $22.1K
|
14.2K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
214+ 0.67% |
$20.6K - $21.8K
|
32.3K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
213+ 4.35% |
$20.5K - $21.7K
|
5.1K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
211+ 1.11% |
$20.3K - $21.5K
|
19.3K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
209+ 9.26% |
$20.1K - $21.3K
|
2.47K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
206New |
$19.8K - $21K
|
206
$20.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
201+ 4.3% |
$19.3K - $20.5K
|
4.88K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 2.35% |
$19.3K - $20.4K
|
8.71K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
200+ 1.82% |
$19.3K - $20.4K
|
11.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
198+ 4.65% |
$19.1K - $20.2K
|
4.46K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
196+ 3.49% |
$18.9K - $20K
|
5.81K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
195+ 1.97% |
$18.8K - $19.9K
|
10.1K
$987K
|