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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 5.48% |
$40.4K - $42.8K
|
8.08K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
409+ 5.98% |
$39.4K - $41.7K
|
7.25K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
405+ 0.26% |
$39K - $41.3K
|
156K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
403+ 5.06% |
$38.8K - $41.1K
|
8.37K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
403+ 3.34% |
$38.8K - $41.1K
|
12.5K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
397+ 5.75% |
$38.2K - $40.5K
|
7.3K
$734K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
395+ 3.15% |
$38K - $40.3K
|
12.9K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
391+ 3.58% |
$37.6K - $39.9K
|
11.3K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
389+ 17.68% |
$37.4K - $39.7K
|
2.59K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
389+ 1.33% |
$37.4K - $39.7K
|
29.6K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
379+ 1.9% |
$36.5K - $38.7K
|
20.3K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
377+ 5.33% |
$36.3K - $38.4K
|
7.45K
$750K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
375+ 4.04% |
$36.1K - $38.2K
|
9.65K
$972K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
373+ 4.78% |
$35.9K - $38K
|
8.17K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
372+ 7.3% |
$35.8K - $37.9K
|
5.47K
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
370+ 4.21% |
$35.6K - $37.7K
|
9.15K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
369+ 7.39% |
$35.5K - $37.6K
|
5.36K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
368+ 4.27% |
$35.4K - $37.5K
|
8.99K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
368+ 8.0% |
$35.4K - $37.5K
|
4.97K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
366+ 2.82% |
$35.2K - $37.3K
|
13.3K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
362+ 8.89% |
$34.8K - $36.9K
|
4.43K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
362+ 5.83% |
$34.8K - $36.9K
|
6.57K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
358+ 0.06% |
$34.5K - $36.5K
|
565K
$56.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
355+ 16.17% |
$34.2K - $36.2K
|
2.55K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
349+ 0.92% |
$33.6K - $35.6K
|
38.4K
$3.86M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
348+ 0.07% |
$33.5K - $35.5K
|
531K
$53.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
340+ 6.32% |
$32.7K - $34.7K
|
5.72K
$576K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
340+ 1.43% |
$32.7K - $34.7K
|
24.2K
$2.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
339+ 3.3% |
$32.6K - $34.6K
|
10.6K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
330+ 4.66% |
$31.8K - $33.7K
|
7.41K
$746K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
312+ 13.27% |
$30K - $31.8K
|
2.66K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
310+ 0.93% |
$29.8K - $31.6K
|
33.7K
$3.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
305+ 30500.0% |
$29.4K - $31.1K
|
306
$30.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
302+ 1.94% |
$29.1K - $30.8K
|
15.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
302+ 1.69% |
$29.1K - $30.8K
|
18.2K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
301+ 0.03% |
$29K - $30.7K
|
996K
$100M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
300+ 12.04% |
$28.9K - $30.6K
|
2.79K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
296+ 5.02% |
$28.5K - $30.2K
|
6.19K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
290+ 38.87% |
$27.9K - $29.6K
|
1.04K
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
290+ 3.78% |
$27.9K - $29.6K
|
7.96K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
286+ 10.94% |
$27.5K - $29.2K
|
2.9K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
282+ 4.29% |
$27.1K - $28.8K
|
6.85K
$689K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
275+ 5.54% |
$26.5K - $28K
|
5.24K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
268+ 110.29% |
$25.8K - $27.3K
|
511
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
268+ 1.28% |
$25.8K - $27.3K
|
21.3K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
265+ 0.44% |
$25.5K - $27K
|
61K
$6.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
263+ 1.13% |
$25.3K - $26.8K
|
23.5K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
260+ 4.58% |
$25K - $26.5K
|
5.94K
$598K
|