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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-83- 1.21% |
$7.99K - $8.46K
|
6.77K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-88- 0.31% |
$8.47K - $8.97K
|
28.4K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-88- 0.83% |
$8.47K - $8.97K
|
10.5K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-90- 3.45% |
$8.66K - $9.18K
|
2.52K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-93- 8.44% |
$8.95K - $9.48K
|
1.01K
$98.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.04% |
$9.05K - $9.59K
|
4.51K
$440K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 10.08% |
$9.14K - $9.69K
|
847
$82.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-96- 0.38% |
$9.24K - $9.79K
|
25.2K
$2.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-99- 3.59% |
$9.53K - $10.1K
|
2.66K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.54% |
$9.63K - $10.2K
|
18.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.14% |
$9.63K - $10.2K
|
70.2K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-102- 36.82% |
$9.82K - $10.4K
|
175
$17.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-104- 4.47% |
$10K - $10.6K
|
2.22K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-106- 0.64% |
$10.2K - $10.8K
|
16.5K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-106- 0.04% |
$10.2K - $10.8K
|
282K
$27.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-107- 1.76% |
$10.3K - $10.9K
|
5.98K
$585K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-110- 5.04% |
$10.6K - $11.2K
|
2.07K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-110- 7.85% |
$10.6K - $11.2K
|
1.29K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-110- 3.34% |
$10.6K - $11.2K
|
3.19K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-110- 3.53% |
$10.6K - $11.2K
|
3.01K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-112- 3.15% |
$10.8K - $11.4K
|
3.44K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-119- 0.22% |
$11.5K - $12.1K
|
53.2K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 4.03% |
$11.8K - $12.5K
|
2.93K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-127- 1.23% |
$12.2K - $13K
|
10.2K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-135- 1.6% |
$13K - $13.8K
|
8.32K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-139- 19.44% |
$13.4K - $14.2K
|
576
$56.3K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-140- 0.59% |
$13.5K - $14.3K
|
23.7K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-144- 0.13% |
$13.9K - $14.7K
|
108K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-145- 3.12% |
$14K - $14.8K
|
4.51K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-148- 2.34% |
$14.2K - $15.1K
|
6.18K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 0.57% |
$14.4K - $15.3K
|
26.4K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-157- 11.96% |
$15.1K - $16K
|
1.16K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-159- 1.82% |
$15.3K - $16.2K
|
8.58K
$839K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-160- 4.2% |
$15.4K - $16.3K
|
3.65K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-162- 63.53% |
$15.6K - $16.5K
|
93
$9.09K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-165- 1.1% |
$15.9K - $16.8K
|
14.8K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-168- 4.66% |
$16.2K - $17.1K
|
3.44K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 2.96% |
$16.4K - $17.3K
|
5.57K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-175- 0.12% |
$16.8K - $17.8K
|
143K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-177- 6.98% |
$17K - $18.1K
|
2.36K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-178- 5.45% |
$17.1K - $18.2K
|
3.09K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-180- 6.92% |
$17.3K - $18.4K
|
2.42K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-181- 0.96% |
$17.4K - $18.5K
|
18.7K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-182- 1.41% |
$17.5K - $18.6K
|
12.7K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 24.7% |
$17.7K - $18.8K
|
561
$54.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-192- 0.06% |
$18.5K - $19.6K
|
331K
$32.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-192- 4.74% |
$18.5K - $19.6K
|
3.86K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-197- 31.57% |
$19K - $20.1K
|
427
$41.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-198- 5.72% |
$19.1K - $20.2K
|
3.27K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-199- 6.44% |
$19.2K - $20.3K
|
2.89K
$282K
|