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 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9.89K+ 3.86% |
$952K - $1.01M
|
266K
$26M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.83K+ 1.97% |
$946K - $1M
|
509K
$49.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.76K+ 7.97% |
$939K - $995K
|
132K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.58K+ 57.09% |
$922K - $976K
|
26.3K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.58K+ 4.15% |
$922K - $976K
|
241K
$23.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.3K+ 5.85% |
$895K - $949K
|
168K
$16.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.19K+ 189.19% |
$884K - $937K
|
14K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.14K+ 47.59% |
$879K - $932K
|
28.3K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.11K+ 2.73% |
$877K - $929K
|
343K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.94K+ 5.05% |
$861K - $912K
|
186K
$18.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.9K+ 21.19% |
$857K - $908K
|
50.9K
$4.98M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.87K+ 1.97% |
$854K - $905K
|
458K
$44.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.83K+ 16.75% |
$850K - $900K
|
61.5K
$6.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.74KNew |
$841K - $891K
|
8.74K
$855K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.68K+ 12.66% |
$836K - $885K
|
77.2K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.67KNew |
$834K - $884K
|
8.67K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5KNew |
$818K - $867K
|
8.5K
$831K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
8.47K+ 6.44% |
$815K - $864K
|
140K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.45K+ 57.64% |
$813K - $862K
|
23.1K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.27K+ 16.28% |
$796K - $843K
|
59.1K
$5.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.2K+ 8.99% |
$789K - $836K
|
99.4K
$9.72M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
8.19K+ 1.99% |
$789K - $836K
|
420K
$41M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.17K+ 312.39% |
$786K - $833K
|
10.8K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
8.1K+ 8.43% |
$780K - $826K
|
104K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.05K+ 9.68% |
$775K - $821K
|
91.2K
$8.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.03K+ 12.57% |
$773K - $819K
|
71.9K
$7.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.97KNew |
$767K - $813K
|
7.97K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7.92KNew |
$762K - $808K
|
7.92K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
7.91K+ 6.08% |
$762K - $807K
|
138K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.9K+ 3.77% |
$760K - $805K
|
217K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7.86K+ 38.23% |
$757K - $802K
|
28.4K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
7.8K+ 3.18% |
$751K - $796K
|
253K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.78K+ 17.64% |
$749K - $794K
|
51.9K
$5.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.76K+ 4.91% |
$747K - $791K
|
166K
$16.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.74K+ 54.91% |
$745K - $789K
|
21.8K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.68K+ 4.4% |
$740K - $784K
|
182K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.66K+ 23.99% |
$737K - $781K
|
39.6K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
7.62K+ 25.19% |
$734K - $777K
|
37.9K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.53KNew |
$725K - $768K
|
7.53K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.52K+ 36.84% |
$724K - $767K
|
27.9K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.46KNew |
$718K - $761K
|
7.46K
$730K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.46K+ 44.33% |
$718K - $760K
|
24.3K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.45K+ 13.79% |
$717K - $760K
|
61.5K
$6.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.33K+ 6.87% |
$706K - $748K
|
114K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.2K+ 10.57% |
$693K - $734K
|
75.3K
$7.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.14K+ 2.27% |
$687K - $728K
|
321K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.04K+ 15.67% |
$677K - $718K
|
51.9K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.01K+ 82.54% |
$675K - $715K
|
15.5K
$1.52M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7KNew |
$674K - $714K
|
7K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.98KNew |
$672K - $712K
|
6.98K
$683K
|