Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.21K+ 41.9% |
$213K - $219K
|
7.47K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.2K+ 35.26% |
$212K - $218K
|
8.42K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.2K+ 1.36% |
$212K - $218K
|
164K
$16M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.19KNew |
$211K - $217K
|
2.19K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.17K+ 15.1% |
$210K - $216K
|
16.5K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.15KNew |
$208K - $214K
|
2.15K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.14K+ 11.08% |
$207K - $213K
|
21.5K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.14KNew |
$207K - $213K
|
2.14K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.13KNew |
$206K - $212K
|
2.13K
$208K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 46.14% |
$206K - $212K
|
6.75K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.13K+ 20.65% |
$206K - $212K
|
12.5K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$205K - $210K
|
2.12K
$206K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.11KNew |
$204K - $210K
|
2.11K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.1KNew |
$203K - $209K
|
2.1K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.08K+ 74.99% |
$202K - $207K
|
4.86K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$198K - $204K
|
2.05K
$200K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.04K+ 5.74% |
$198K - $203K
|
37.7K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.99K+ 6.3% |
$193K - $198K
|
33.6K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.98K+ 20.96% |
$191K - $196K
|
11.4K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.91K+ 4.71% |
$185K - $190K
|
42.5K
$4.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.91K+ 1.41% |
$184K - $189K
|
137K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.88K+ 2.44% |
$182K - $187K
|
79K
$7.69M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.88K+ 2.06% |
$182K - $187K
|
92.9K
$9.05M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.84K+ 30.15% |
$178K - $182K
|
7.92K
$772K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 3.46% |
$174K - $179K
|
53.8K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.79K+ 3.05% |
$173K - $178K
|
60.6K
$5.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.76K+ 30.94% |
$170K - $175K
|
7.44K
$724K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75K+ 38.43% |
$169K - $174K
|
6.31K
$614K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.75K+ 4.01% |
$169K - $174K
|
45.4K
$4.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.71K+ 3.72% |
$165K - $170K
|
47.6K
$4.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.7K+ 20.33% |
$164K - $169K
|
10K
$978K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.68K+ 4.18% |
$162K - $166K
|
41.7K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.65K+ 9.91% |
$159K - $164K
|
18.3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.64K+ 30.33% |
$158K - $163K
|
7.04K
$685K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.63K+ 0.34% |
$157K - $162K
|
474K
$46.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.62K+ 0.5% |
$157K - $161K
|
328K
$31.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.62K+ 2.7% |
$156K - $161K
|
61.4K
$5.99M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.61K+ 5.93% |
$156K - $160K
|
28.7K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.6K+ 3.42% |
$155K - $159K
|
48.4K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.59K+ 5.91% |
$153K - $158K
|
28.4K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 21.15% |
$153K - $157K
|
9.07K
$884K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.56K+ 31.75% |
$151K - $155K
|
6.49K
$632K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.56K+ 34.3% |
$151K - $155K
|
6.12K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.51K+ 0.49% |
$146K - $150K
|
307K
$29.9M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.5K+ 0.72% |
$145K - $149K
|
210K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.5K+ 26.12% |
$145K - $149K
|
7.23K
$704K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 20.62% |
$145K - $148K
|
8.74K
$851K
|