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 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
82+ 1.79% |
$7.89K - $8.36K
|
4.67K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 1.13% |
$7.89K - $8.36K
|
7.37K
$720K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
80+ 49.69% |
$7.7K - $8.16K
|
241
$23.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 0.66% |
$7.22K - $7.65K
|
11.4K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
71+ 0.43% |
$6.83K - $7.24K
|
16.7K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.39% |
$6.64K - $7.04K
|
18K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$782K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 32.97% |
$5.78K - $6.12K
|
242
$23.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
51+ 0.05% |
$4.91K - $5.2K
|
106K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50+ 5.79% |
$4.81K - $5.1K
|
914
$89.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
50+ 1.07% |
$4.81K - $5.1K
|
4.71K
$460K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 22.42% |
$4.81K - $5.1K
|
273
$26.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46+ 0.54% |
$4.43K - $4.69K
|
8.55K
$835K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
46+ 0.53% |
$4.43K - $4.69K
|
8.7K
$850K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45+ 39.47% |
$4.33K - $4.59K
|
159
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
45+ 1.03% |
$4.33K - $4.59K
|
4.42K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.1% |
$4.33K - $4.59K
|
4.13K
$403K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
44+ 1.75% |
$4.24K - $4.49K
|
2.55K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
44New |
$4.24K - $4.49K
|
44
$4.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
43+ 0.93% |
$4.14K - $4.39K
|
4.65K
$454K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.03% |
$4.04K - $4.28K
|
166K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.31% |
$3.85K - $4.08K
|
13.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
39+ 0.14% |
$3.75K - $3.98K
|
27.6K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
38+ 1.21% |
$3.66K - $3.88K
|
3.18K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.66K - $3.88K
|
38
$3.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
37+ 0.16% |
$3.56K - $3.77K
|
23.5K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
37+ 0.86% |
$3.56K - $3.77K
|
4.32K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35+ 0.02% |
$3.37K - $3.57K
|
152K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34+ 1.94% |
$3.27K - $3.47K
|
1.78K
$174K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.18K - $3.37K
|
12.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
31+ 1.06% |
$2.98K - $3.16K
|
2.96K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
30+ 0.74% |
$2.89K - $3.06K
|
4.07K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 1.36% |
$2.89K - $3.06K
|
2.24K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$2.89K - $3.06K
|
30
$2.93K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
29+ 0.35% |
$2.79K - $2.96K
|
8.39K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
29+ 0.92% |
$2.79K - $2.96K
|
3.18K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
28+ 0.94% |
$2.7K - $2.86K
|
3.01K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27+ 0.92% |
$2.6K - $2.75K
|
2.98K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
27+ 0.38% |
$2.6K - $2.75K
|
7.1K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26+ 0.55% |
$2.5K - $2.65K
|
4.71K
$460K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
25+ 0.08% |
$2.41K - $2.55K
|
31.9K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
25+ 0.98% |
$2.41K - $2.55K
|
2.57K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.43% |
$2.21K - $2.35K
|
5.38K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 1.66% |
$2.12K - $2.24K
|
1.35K
$131K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 0.89% |
$1.93K - $2.04K
|
2.27K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20+ 0.54% |
$1.93K - $2.04K
|
3.7K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20+ 0.93% |
$1.93K - $2.04K
|
2.18K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19+ 0.78% |
$1.83K - $1.94K
|
2.44K
$239K
|