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
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
89.4K+ 6.31% |
$8.61M - $9.12M
|
1.51M
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
89.3K+ 1294.33% |
$8.6M - $9.11M
|
96.2K
$9.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
88.7KNew |
$8.54M - $9.04M
|
88.7K
$8.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
87.2K+ 13.65% |
$8.39M - $8.89M
|
726K
$71M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
86.5K+ 24.09% |
$8.32M - $8.82M
|
445K
$43.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
84.2KNew |
$8.1M - $8.58M
|
84.2K
$8.23M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.9K+ 2.11% |
$8.07M - $8.55M
|
4.06M
$397M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
82.5K+ 110.51% |
$7.94M - $8.42M
|
157K
$15.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80.5K+ 219.29% |
$7.75M - $8.21M
|
117K
$11.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
79.2K+ 9.15% |
$7.62M - $8.08M
|
945K
$92.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
78.9K+ 13.96% |
$7.6M - $8.05M
|
644K
$63M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77.7K+ 11.81% |
$7.47M - $7.92M
|
735K
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
76.3KNew |
$7.35M - $7.78M
|
76.3K
$7.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
76.2K+ 14.75% |
$7.33M - $7.77M
|
593K
$58M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
74.3KNew |
$7.15M - $7.58M
|
74.3K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
73.5K+ 60.24% |
$7.07M - $7.49M
|
195K
$19.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
68.4K+ 46.71% |
$6.59M - $6.98M
|
215K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
68.3K+ 18.58% |
$6.57M - $6.97M
|
436K
$42.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
68K+ 74.25% |
$6.54M - $6.93M
|
159K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
67.3K+ 2.74% |
$6.48M - $6.86M
|
2.52M
$247M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
67.2K+ 12.77% |
$6.47M - $6.85M
|
593K
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
66.5K+ 4.1% |
$6.4M - $6.78M
|
1.69M
$165M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
65.3K+ 7.32% |
$6.28M - $6.65M
|
956K
$93.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
65KNew |
$6.26M - $6.63M
|
65K
$6.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.6K+ 60.83% |
$6.22M - $6.59M
|
171K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
62.9K+ 41.5% |
$6.06M - $6.42M
|
215K
$21M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.7K+ 3.68% |
$5.84M - $6.19M
|
1.71M
$167M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
58.5K+ 6.94% |
$5.64M - $5.97M
|
902K
$88.2M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
58.2K+ 9.67% |
$5.6M - $5.93M
|
660K
$64.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58K+ 44.35% |
$5.58M - $5.91M
|
189K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.9K+ 7.09% |
$5.57M - $5.91M
|
874K
$85.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
57K+ 125.7% |
$5.49M - $5.82M
|
102K
$10M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
56.3K+ 64.33% |
$5.42M - $5.74M
|
144K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
56K+ 33.83% |
$5.39M - $5.71M
|
222K
$21.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 5.57% |
$5.39M - $5.71M
|
1.06M
$104M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55.7K+ 24.84% |
$5.36M - $5.68M
|
280K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55.4K+ 21.97% |
$5.33M - $5.65M
|
308K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 549.18% |
$5.33M - $5.65M
|
65.5K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55.2K+ 19.61% |
$5.31M - $5.63M
|
337K
$32.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
53.7KNew |
$5.17M - $5.47M
|
53.7K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.1K+ 41.41% |
$5.11M - $5.41M
|
181K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49.4K+ 80.55% |
$4.75M - $5.04M
|
111K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49.2K+ 3.46% |
$4.73M - $5.01M
|
1.47M
$144M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
48.6K+ 21.11% |
$4.67M - $4.95M
|
279K
$27.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
48.2K+ 2.08% |
$4.64M - $4.91M
|
2.37M
$231M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48.1K+ 7.87% |
$4.63M - $4.91M
|
660K
$64.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
48.1K+ 13.9% |
$4.63M - $4.9M
|
394K
$38.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48K+ 292.87% |
$4.62M - $4.89M
|
64.4K
$6.3M
|