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 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.06K- 21.26% |
$295K - $312K
|
11.3K
$1.11M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.11K- 2.06% |
$299K - $317K
|
148K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.12K- 3.85% |
$300K - $318K
|
77.9K
$7.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-3.13K- 1.51% |
$302K - $320K
|
205K
$20.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.17K- 44.84% |
$305K - $323K
|
3.9K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.18K- 0.77% |
$306K - $324K
|
409K
$40.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 4.38% |
$311K - $329K
|
70.5K
$6.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.26K- 10.77% |
$313K - $332K
|
27K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.35K- 13.96% |
$322K - $342K
|
20.6K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.41K- 7.45% |
$328K - $347K
|
42.3K
$4.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.43K- 1.71% |
$330K - $349K
|
197K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.5K- 10.74% |
$337K - $357K
|
29.1K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.52K- 35.38% |
$339K - $359K
|
6.42K
$630K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.61K- 35.88% |
$348K - $369K
|
6.46K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.63K- 61.35% |
$349K - $370K
|
2.28K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.64K- 46.17% |
$350K - $371K
|
4.24K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.72K- 24.36% |
$358K - $380K
|
11.6K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.8K- 1.59% |
$366K - $388K
|
235K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 50.65% |
$373K - $396K
|
3.78K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.88K- 12.2% |
$373K - $396K
|
27.9K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.92K- 6.24% |
$378K - $400K
|
59K
$5.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.93K- 7.98% |
$378K - $401K
|
45.3K
$4.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.95K- 5.1% |
$381K - $403K
|
73.5K
$7.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 30.62% |
$381K - $403K
|
8.96K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 2.8% |
$384K - $407K
|
139K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.06K- 10.02% |
$390K - $414K
|
36.4K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 2.16% |
$400K - $423K
|
188K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.16K- 9.19% |
$400K - $424K
|
41.1K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.21K- 41.14% |
$405K - $429K
|
6.02K
$591K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.22K- 13.74% |
$406K - $430K
|
26.5K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.26K- 20.01% |
$410K - $434K
|
17K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.27K- 10.53% |
$411K - $435K
|
36.3K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.3K- 14.01% |
$414K - $439K
|
26.4K
$2.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.32K- 4.54% |
$416K - $440K
|
90.7K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-4.38K- 6.88% |
$422K - $447K
|
59.3K
$5.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.43K- 11.39% |
$426K - $451K
|
34.4K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.51K- 15.19% |
$434K - $460K
|
25.2K
$2.47M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.61K- 1.44% |
$444K - $470K
|
316K
$31M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 65.88% |
$452K - $478K
|
2.43K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.71K- 40.16% |
$454K - $481K
|
7.02K
$689K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.76K- 46.16% |
$458K - $485K
|
5.55K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.78K- 66.37% |
$460K - $488K
|
2.42K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.81K- 9.15% |
$463K - $490K
|
47.7K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 36.08% |
$471K - $499K
|
8.67K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.91K- 30.72% |
$472K - $501K
|
11.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 3.91% |
$523K - $554K
|
133K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.44K- 35.19% |
$524K - $555K
|
10K
$984K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.53K- 1.6% |
$533K - $564K
|
340K
$33.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.64K- 40.13% |
$542K - $575K
|
8.41K
$825K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.8K- 66.4% |
$558K - $591K
|
2.93K
$288K
|