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 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.29K- 4.6% |
$124K - $131K
|
26.7K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 2.39% |
$127K - $134K
|
53.6K
$5.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.32K- 1.69% |
$127K - $135K
|
77.1K
$7.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.36K- 9.16% |
$131K - $139K
|
13.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.37K- 5.65% |
$131K - $139K
|
22.8K
$2.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.35% |
$134K - $142K
|
102K
$9.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.42K- 19.01% |
$136K - $145K
|
6.04K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.43K- 6.51% |
$138K - $146K
|
20.5K
$2.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.43K- 9.02% |
$138K - $146K
|
14.4K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.44K- 25.47% |
$139K - $147K
|
4.21K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.45K- 4.12% |
$139K - $147K
|
33.6K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.47K- 8.64% |
$141K - $150K
|
15.5K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.48K- 7.24% |
$142K - $151K
|
18.9K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.48K- 31.96% |
$142K - $151K
|
3.15K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.52K- 20.46% |
$146K - $155K
|
5.91K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.52K- 31.51% |
$146K - $155K
|
3.3K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.53K- 27.69% |
$147K - $156K
|
4K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 9.06% |
$148K - $156K
|
15.4K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.54K- 12.25% |
$148K - $157K
|
11K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.56K- 23.07% |
$150K - $159K
|
5.19K
$507K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.56K- 2.79% |
$150K - $159K
|
54.3K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.57K- 20.59% |
$151K - $160K
|
6.06K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 62.77% |
$156K - $165K
|
961
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.68K- 32.53% |
$162K - $172K
|
3.49K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.69K- 15.24% |
$163K - $172K
|
9.4K
$918K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.7K- 15.37% |
$164K - $173K
|
9.37K
$915K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.77K- 6.71% |
$170K - $181K
|
24.6K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.79K- 49.2% |
$172K - $182K
|
1.84K
$180K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.82K- 15.29% |
$175K - $186K
|
10.1K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.85K- 2.68% |
$178K - $189K
|
67.2K
$6.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.87K- 4.63% |
$180K - $191K
|
38.5K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.88K- 13.37% |
$181K - $191K
|
12.2K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.91K- 3.0% |
$183K - $194K
|
61.6K
$6.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.93K- 3.69% |
$186K - $197K
|
50.3K
$4.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.97K- 10.25% |
$189K - $201K
|
17.2K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.05K- 3.92% |
$197K - $209K
|
50.2K
$4.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.05K- 2.66% |
$198K - $209K
|
75.1K
$7.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 18.13% |
$198K - $210K
|
9.29K
$908K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.2K- 10.41% |
$211K - $224K
|
18.9K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.2K- 5.02% |
$212K - $225K
|
41.7K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.27K- 3.56% |
$218K - $231K
|
61.4K
$6.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.18% |
$219K - $232K
|
102K
$9.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.3K- 53.49% |
$221K - $235K
|
2K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.34K- 4.02% |
$225K - $238K
|
55.8K
$5.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.34K- 3.37% |
$225K - $239K
|
67.2K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.35K- 1.18% |
$227K - $240K
|
197K
$19.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.36K- 11.25% |
$227K - $241K
|
18.6K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.45K- 4.42% |
$235K - $249K
|
52.9K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.45K- 0.98% |
$236K - $250K
|
248K
$24.3M
|