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 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31.8K- 58.72% |
$3.06M - $3.24M
|
22.3K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 3.93% |
$3.06M - $3.24M
|
776K
$75.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-33.3K- 6.94% |
$3.2M - $3.39M
|
446K
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 28.99% |
$3.28M - $3.47M
|
83.4K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34.2K- 74.91% |
$3.3M - $3.49M
|
11.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
P/E Global LLC
|
SELL
|
- |
-37.5K- 8.05% |
$3.61M - $3.82M
|
428K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.3K- 25.5% |
$3.69M - $3.9M
|
112K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-39.8K- 6.04% |
$3.83M - $4.06M
|
620K
$60.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 2.73% |
$4.15M - $4.4M
|
1.54M
$150M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44.1K- 19.61% |
$4.24M - $4.49M
|
181K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-45.7K- 87.64% |
$4.4M - $4.66M
|
6.44K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 48.96% |
$4.49M - $4.76M
|
48.7K
$4.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.4K- 9.86% |
$4.57M - $4.84M
|
434K
$42.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-49.3K- 9.37% |
$4.75M - $5.03M
|
477K
$46.7M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-51.1K- 11.05% |
$4.92M - $5.21M
|
411K
$40.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.3K- 99.81% |
$4.94M - $5.23M
|
99
$9.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-51.4K- 65.85% |
$4.95M - $5.24M
|
26.7K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-51.7K- 34.08% |
$4.97M - $5.27M
|
100K
$9.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-53.9K- 60.79% |
$5.19M - $5.5M
|
34.8K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-55.5K- 5.37% |
$5.35M - $5.66M
|
979K
$95.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.5K- 1.14% |
$5.54M - $5.87M
|
4.98M
$487M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-63.4K- 86.36% |
$6.1M - $6.47M
|
10K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-65.2K- 3.75% |
$6.28M - $6.65M
|
1.67M
$164M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-66K- 47.5% |
$6.35M - $6.73M
|
72.9K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-66.7K- 4.71% |
$6.42M - $6.81M
|
1.35M
$132M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-67.1K- 89.68% |
$6.45M - $6.84M
|
7.71K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-83.7K- 14.67% |
$8.06M - $8.54M
|
487K
$47.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85.8K- 13.81% |
$8.26M - $8.75M
|
536K
$52.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-90.4K- 96.23% |
$8.7M - $9.22M
|
3.54K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-91.4K- 29.45% |
$8.8M - $9.32M
|
219K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-103K- 90.01% |
$9.93M - $10.5M
|
11.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-110K- 97.5% |
$10.6M - $11.2M
|
2.82K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-112K- 40.56% |
$10.7M - $11.4M
|
164K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-114K- 20.88% |
$10.9M - $11.6M
|
430K
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-117K- 15.4% |
$11.3M - $11.9M
|
644K
$63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 9.45% |
$12.5M - $13.2M
|
1.24M
$121M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-141K- 97.09% |
$13.5M - $14.4M
|
4.22K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-143K- 5.53% |
$13.8M - $14.6M
|
2.45M
$240M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-145K- 15.31% |
$13.9M - $14.8M
|
801K
$78.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-159K- 2.84% |
$15.4M - $16.3M
|
5.46M
$534M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-160K- 96.24% |
$15.4M - $16.4M
|
6.26K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-175K- 5.94% |
$16.9M - $17.9M
|
2.77M
$271M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-182K- 69.2% |
$17.6M - $18.6M
|
81.2K
$7.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-202K- 98.42% |
$19.5M - $20.6M
|
3.25K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-242K- 98.36% |
$23.3M - $24.7M
|
4.04K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-283K- 16.71% |
$27.2M - $28.8M
|
1.41M
$138M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-284K- 30.74% |
$27.4M - $29M
|
640K
$62.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-310K- 93.08% |
$29.9M - $31.7M
|
23.1K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-322K- 52.66% |
$31M - $32.9M
|
290K
$28.3M
|