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 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-674- 7.69% |
$64.9K - $68.7K
|
8.09K
$791K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-678- 5.74% |
$65.3K - $69.1K
|
11.1K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-684- 18.8% |
$65.8K - $69.8K
|
2.95K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-687- 0.96% |
$66.1K - $70.1K
|
71K
$6.94M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-687- 5.03% |
$66.1K - $70.1K
|
13K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-694- 0.06% |
$66.8K - $70.8K
|
1.19M
$116M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-700- 1.33% |
$67.4K - $71.4K
|
51.9K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 9.77% |
$68.6K - $72.7K
|
6.58K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-714- 21.77% |
$68.7K - $72.8K
|
2.57K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-716- 26.46% |
$68.9K - $73K
|
1.99K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-760- 6.85% |
$73.2K - $77.5K
|
10.3K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-763- 23.09% |
$73.4K - $77.8K
|
2.54K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-776- 0.36% |
$74.7K - $79.1K
|
217K
$21.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-780- 1.34% |
$75.1K - $79.5K
|
57.6K
$5.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-787- 17.13% |
$75.7K - $80.3K
|
3.81K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-793- 4.93% |
$76.3K - $80.9K
|
15.3K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-795- 6.58% |
$76.5K - $81.1K
|
11.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-801- 18.86% |
$77.1K - $81.7K
|
3.45K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-806- 7.59% |
$77.6K - $82.2K
|
9.82K
$960K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-830- 14.5% |
$79.9K - $84.6K
|
4.9K
$479K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-833- 2.84% |
$80.2K - $84.9K
|
28.5K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-833- 0.94% |
$80.2K - $84.9K
|
87.4K
$8.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-840- 27.7% |
$80.9K - $85.7K
|
2.19K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-864- 28.24% |
$83.2K - $88.1K
|
2.2K
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-866- 96.98% |
$83.4K - $88.3K
|
27
$2.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-875- 0.48% |
$84.2K - $89.2K
|
180K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-894- 2.1% |
$86K - $91.2K
|
41.7K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-895- 6.21% |
$86.1K - $91.3K
|
13.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-926- 29.66% |
$89.1K - $94.4K
|
2.2K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-930- 1.74% |
$89.5K - $94.8K
|
52.6K
$5.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-957- 1.67% |
$92.1K - $97.6K
|
56.5K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-963- 9.0% |
$92.7K - $98.2K
|
9.74K
$951K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-965- 12.66% |
$92.9K - $98.4K
|
6.66K
$651K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-986- 16.97% |
$94.9K - $101K
|
4.83K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-986- 24.41% |
$94.9K - $101K
|
3.05K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.01K- 10.21% |
$97.6K - $103K
|
8.92K
$872K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.02K- 4.9% |
$97.7K - $104K
|
19.7K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.03K- 20.07% |
$98.8K - $105K
|
4.09K
$400K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.04K- 9.33% |
$100K - $106K
|
10.1K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.13K- 31.24% |
$108K - $115K
|
2.48K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.13K- 11.64% |
$108K - $115K
|
8.55K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 3.25% |
$109K - $115K
|
33.6K
$3.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.14K- 1.43% |
$109K - $116K
|
78.4K
$7.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15K- 23.08% |
$110K - $117K
|
3.82K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.16K- 3.53% |
$111K - $118K
|
31.6K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.18K- 11.34% |
$113K - $120K
|
9.2K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 9.27% |
$121K - $128K
|
12.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.28K- 1.64% |
$123K - $131K
|
77K
$7.53M
|