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 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12K- 99.31% |
$1.16M - $1.22M
|
84
$8.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.3K- 69.34% |
$1.18M - $1.25M
|
5.43K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13K- 7.52% |
$1.25M - $1.32M
|
160K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.2K- 30.85% |
$1.27M - $1.35M
|
29.6K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14K- 51.38% |
$1.35M - $1.43M
|
13.2K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 45.31% |
$1.35M - $1.43M
|
16.9K
$1.66M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-14.2K- 79.68% |
$1.37M - $1.45M
|
3.62K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 12.16% |
$1.37M - $1.45M
|
103K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 12.07% |
$1.4M - $1.48M
|
106K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.16% |
$1.45M - $1.54M
|
149K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-15.8K- 6.67% |
$1.52M - $1.61M
|
221K
$21.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16K- 8.02% |
$1.54M - $1.63M
|
184K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 42.74% |
$1.57M - $1.66M
|
21.9K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-16.9K- 75.77% |
$1.62M - $1.72M
|
5.39K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-17.2K- 1.91% |
$1.65M - $1.75M
|
882K
$86.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.1K- 74.73% |
$1.74M - $1.85M
|
6.12K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-18.3K- 6.29% |
$1.76M - $1.87M
|
273K
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.9K- 14.83% |
$1.82M - $1.93M
|
109K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19.1K- 52.05% |
$1.83M - $1.94M
|
17.6K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 0.98% |
$1.89M - $2M
|
1.98M
$194M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 9.02% |
$1.91M - $2.03M
|
201K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20.3K- 18.45% |
$1.96M - $2.07M
|
89.9K
$8.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21.1K- 5.11% |
$2.03M - $2.15M
|
391K
$38.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-21.5K- 66.55% |
$2.07M - $2.2M
|
10.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 2.36% |
$2.08M - $2.2M
|
891K
$87.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 1.8% |
$2.24M - $2.38M
|
1.27M
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 19.73% |
$2.29M - $2.42M
|
96.7K
$9.49M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-25K- 3.84% |
$2.41M - $2.55M
|
626K
$61.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.7K- 6.93% |
$2.67M - $2.83M
|
372K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28K- 2.87% |
$2.69M - $2.85M
|
947K
$92.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 35.65% |
$2.77M - $2.94M
|
52K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-29.3K- 8.71% |
$2.82M - $2.99M
|
307K
$30.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-29.3K- 11.66% |
$2.82M - $2.99M
|
222K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-29.5K- 38.66% |
$2.84M - $3.01M
|
46.8K
$4.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29.5K- 44.96% |
$2.84M - $3.01M
|
36.1K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 1.56% |
$2.88M - $3.05M
|
1.89M
$185M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-29.9K- 9.18% |
$2.88M - $3.05M
|
296K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-30.9K- 19.07% |
$2.98M - $3.15M
|
131K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.2K- 3.38% |
$3.01M - $3.19M
|
894K
$87.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31.8K- 58.72% |
$3.06M - $3.24M
|
22.3K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 3.93% |
$3.06M - $3.24M
|
776K
$76.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-33.3K- 6.94% |
$3.2M - $3.39M
|
446K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 28.99% |
$3.28M - $3.47M
|
83.4K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34.2K- 74.91% |
$3.3M - $3.49M
|
11.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
P/E Global LLC
|
SELL
|
- |
-37.5K- 8.05% |
$3.61M - $3.82M
|
428K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.3K- 25.5% |
$3.69M - $3.9M
|
112K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-39.8K- 6.04% |
$3.83M - $4.06M
|
620K
$60.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 2.73% |
$4.15M - $4.4M
|
1.54M
$151M
|