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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.96K+ 120.28% |
$670K - $709K
|
12.7K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.93K+ 6.37% |
$667K - $707K
|
116K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.82K+ 99.68% |
$656K - $695K
|
13.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.81KNew |
$656K - $695K
|
6.81K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.76K+ 6.01% |
$651K - $689K
|
119K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.76K+ 30.0% |
$650K - $689K
|
29.3K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.73KNew |
$647K - $686K
|
6.73K
$658K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.61K+ 1.89% |
$637K - $674K
|
357K
$34.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.6K+ 43.83% |
$635K - $673K
|
21.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55K+ 1.1% |
$630K - $668K
|
604K
$59.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.47KNew |
$622K - $660K
|
6.47K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.4K+ 19.33% |
$616K - $653K
|
39.5K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
6.29K+ 5.66% |
$606K - $642K
|
118K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.29K+ 12.08% |
$605K - $641K
|
58.4K
$5.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.29K+ 31.9% |
$605K - $641K
|
26K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.26K+ 14.86% |
$602K - $638K
|
48.4K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 6.69% |
$599K - $634K
|
99.3K
$9.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 2.0% |
$596K - $631K
|
315K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.15K+ 3.69% |
$592K - $627K
|
173K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.15K+ 1.77% |
$592K - $627K
|
353K
$34.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.13K+ 7.17% |
$590K - $625K
|
91.6K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.09KNew |
$586K - $621K
|
6.09K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.06KNew |
$584K - $618K
|
6.06K
$593K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 0.91% |
$567K - $601K
|
656K
$64.2M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.8K+ 9.32% |
$558K - $591K
|
67.9K
$6.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.73K+ 2.32% |
$551K - $584K
|
252K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
5.68K+ 5.7% |
$547K - $579K
|
105K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.67K+ 9.72% |
$546K - $579K
|
64K
$6.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.63K+ 30.33% |
$542K - $574K
|
24.2K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.63K+ 107.84% |
$541K - $574K
|
10.8K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 30.73% |
$537K - $569K
|
23.7K
$2.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.51K+ 1.16% |
$530K - $561K
|
480K
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.48K+ 9.28% |
$527K - $559K
|
64.5K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.48K+ 36.7% |
$527K - $558K
|
20.4K
$1.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.42K+ 3736.55% |
$521K - $553K
|
5.56K
$544K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.41K+ 5.3% |
$521K - $552K
|
107K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.39K+ 17.4% |
$518K - $549K
|
36.3K
$3.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.33K+ 15.61% |
$513K - $544K
|
39.5K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.32KNew |
$512K - $543K
|
5.32K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.27KNew |
$507K - $537K
|
5.27K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.26K+ 2.93% |
$506K - $536K
|
185K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.2K+ 45.04% |
$500K - $530K
|
16.7K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 4.75% |
$499K - $528K
|
114K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.18K+ 3.11% |
$498K - $528K
|
172K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 175.7% |
$492K - $521K
|
8.02K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.1K+ 6.92% |
$490K - $520K
|
78.7K
$7.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.09K+ 113.71% |
$490K - $519K
|
9.57K
$936K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.08K+ 49.43% |
$489K - $518K
|
15.4K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 62.97% |
$489K - $518K
|
13.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.04K+ 7.01% |
$485K - $514K
|
76.9K
$7.52M
|