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 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.97% |
$290 - $298
|
313
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.53% |
$290 - $298
|
572
$55.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.32% |
$194 - $199
|
621
$60.5K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.43% |
$194 - $199
|
463
$45.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$96.8 - $99.4
|
58.7K
$5.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.0% |
$96.8 - $99.4
|
57.6K
$5.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$96.8 - $99.4
|
3
$292
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.61% |
$96.8 - $99.4
|
165
$16.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.43% |
$96.8 - $99.4
|
231
$22.5K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$96.8 - $99.4
|
1
$97.4
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.01% |
$96.8 - $99.4
|
100
$9.74K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 5.56% |
$96.8 - $99.4
|
19
$1.85K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$96.8 - $99.4
|
2.25K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 0.08% |
$96.8 - $99.4
|
1.27K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.01% |
$96.8 - $99.4
|
16.4K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.41% |
$194 - $199
|
35
$3.41K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 0.58% |
$194 - $199
|
344
$33.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.17% |
$387 - $397
|
2.3K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 0.12% |
$387 - $397
|
3.2K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4- 0.04% |
$387 - $397
|
11.1K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5- 0.31% |
$484 - $497
|
1.59K
$155K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 0.29% |
$581 - $596
|
2.08K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-6- 0.09% |
$581 - $596
|
6.43K
$626K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7- 0.03% |
$677 - $696
|
20.1K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$871 - $894
|
5.91K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.14% |
$968 - $994
|
870
$84.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-12- 0.57% |
$1.16K - $1.19K
|
2.09K
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-14- 0.27% |
$1.35K - $1.39K
|
5.14K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14- 2.35% |
$1.35K - $1.39K
|
582
$56.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-15- 0.05% |
$1.45K - $1.49K
|
30.4K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16- 0.52% |
$1.55K - $1.59K
|
3.06K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 0.13% |
$1.55K - $1.59K
|
12.3K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18- 0.43% |
$1.74K - $1.79K
|
4.19K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-18- 0.68% |
$1.74K - $1.79K
|
2.63K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-19- 0.37% |
$1.84K - $1.89K
|
5.07K
$494K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-21- 1.56% |
$2.03K - $2.09K
|
1.32K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-22- 0.12% |
$2.13K - $2.19K
|
18.9K
$1.85M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-24- 0.93% |
$2.32K - $2.38K
|
2.55K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-25- 0.66% |
$2.42K - $2.48K
|
3.76K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-26- 0.37% |
$2.52K - $2.58K
|
6.92K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-28- 0.6% |
$2.71K - $2.78K
|
4.65K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 15.96% |
$2.9K - $2.98K
|
158
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-31- 0.26% |
$3K - $3.08K
|
12K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 22.14% |
$3K - $3.08K
|
109
$10.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-33- 0.61% |
$3.19K - $3.28K
|
5.39K
$525K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-36- 0.37% |
$3.48K - $3.58K
|
9.58K
$933K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-37- 0.26% |
$3.58K - $3.68K
|
14.1K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-37- 24.03% |
$3.58K - $3.68K
|
117
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-38- 1.7% |
$3.68K - $3.78K
|
2.2K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-40- 0.17% |
$3.87K - $3.97K
|
23.3K
$2.27M
|