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 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-203- 4.02% |
$19.5K - $20.7K
|
4.85K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-205- 5.34% |
$19.7K - $20.9K
|
3.64K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-205- 6.37% |
$19.7K - $20.9K
|
3.02K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-205- 10.76% |
$19.7K - $20.9K
|
1.7K
$166K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-205- 0.1% |
$19.7K - $20.9K
|
209K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-209- 1.24% |
$20.1K - $21.3K
|
16.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-213- 2.52% |
$20.5K - $21.7K
|
8.22K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-215- 1.08% |
$20.7K - $21.9K
|
19.8K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-218- 7.4% |
$21K - $22.2K
|
2.73K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-218- 3.18% |
$21K - $22.2K
|
6.64K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-225- 3.08% |
$21.7K - $22.9K
|
7.09K
$693K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-227- 3.62% |
$21.8K - $23.1K
|
6.04K
$591K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-227- 35.41% |
$21.8K - $23.1K
|
414
$40.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-228- 5.28% |
$21.9K - $23.3K
|
4.09K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-231- 0.09% |
$22.2K - $23.6K
|
251K
$24.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-232- 8.17% |
$22.3K - $23.7K
|
2.61K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-234- 14.11% |
$22.5K - $23.9K
|
1.42K
$139K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-253- 1.72% |
$24.4K - $25.8K
|
14.4K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-256- 7.53% |
$24.6K - $26.1K
|
3.15K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-267- 7.51% |
$25.7K - $27.2K
|
3.29K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-276- 3.1% |
$26.6K - $28.1K
|
8.61K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-276- 5.18% |
$26.6K - $28.1K
|
5.06K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-282- 2.72% |
$27.1K - $28.8K
|
10.1K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-286- 5.46% |
$27.5K - $29.2K
|
4.95K
$484K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-291- 52.34% |
$28K - $29.7K
|
265
$25.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-296- 6.43% |
$28.5K - $30.2K
|
4.31K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-300- 0.89% |
$28.9K - $30.6K
|
33.3K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-322- 3.64% |
$31K - $32.8K
|
8.51K
$832K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-325- 0.9% |
$31.3K - $33.1K
|
35.9K
$3.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-331- 4.48% |
$31.9K - $33.8K
|
7.06K
$690K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-345- 14.82% |
$33.2K - $35.2K
|
1.98K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-346- 3.44% |
$33.3K - $35.3K
|
9.72K
$950K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-348- 15.59% |
$33.5K - $35.5K
|
1.88K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-352- 57.99% |
$33.9K - $35.9K
|
255
$24.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-359- 1.95% |
$34.6K - $36.6K
|
18K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-392- 0.58% |
$37.7K - $40K
|
66.7K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-392- 4.19% |
$37.7K - $40K
|
8.96K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-398- 0.86% |
$38.3K - $40.6K
|
45.8K
$4.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-400- 16.44% |
$38.5K - $40.8K
|
2.03K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-402- 11.39% |
$38.7K - $41K
|
3.13K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-403- 7.81% |
$38.8K - $41.1K
|
4.76K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-413- 14.56% |
$39.8K - $42.1K
|
2.42K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 37.38% |
$39.8K - $42.1K
|
692
$67.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-414- 4.68% |
$39.8K - $42.2K
|
8.42K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-414- 3.66% |
$39.8K - $42.2K
|
10.9K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-417- 12.6% |
$40.1K - $42.5K
|
2.89K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-418- 2.09% |
$40.2K - $42.6K
|
19.6K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-419- 11.94% |
$40.3K - $42.7K
|
3.09K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-420- 13.02% |
$40.4K - $42.8K
|
2.81K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-423- 7.32% |
$40.7K - $43.1K
|
5.35K
$523K
|