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 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
106K+ 4.43% |
$10.2M - $10.5M
|
2.49M
$243M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
103K+ 44.12% |
$10M - $10.3M
|
338K
$32.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
101K+ 1.8% |
$9.75M - $10M
|
5.7M
$555M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
98.9K+ 128.28% |
$9.57M - $9.83M
|
176K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
96.7KNew |
$9.36M - $9.61M
|
96.7K
$9.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
95.1K+ 122.33% |
$9.2M - $9.45M
|
173K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93K+ 6.13% |
$9M - $9.24M
|
1.61M
$157M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
92.2K+ 13.78% |
$8.92M - $9.16M
|
761K
$74.1M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
90.4K+ 99.33% |
$8.75M - $8.98M
|
181K
$17.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
89K+ 6.13% |
$8.61M - $8.84M
|
1.54M
$150M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
88.3K+ 94.49% |
$8.54M - $8.78M
|
182K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
87.9K+ 203.97% |
$8.5M - $8.74M
|
131K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
87.7K+ 46.84% |
$8.48M - $8.71M
|
275K
$26.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
85.9K+ 107.31% |
$8.31M - $8.54M
|
166K
$16.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
85.9K+ 41.29% |
$8.31M - $8.54M
|
294K
$28.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85K+ 0.68% |
$8.22M - $8.45M
|
12.6M
$1.23B
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
80.9K+ 729.1% |
$7.82M - $8.04M
|
92K
$8.96M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
79K+ 27.82% |
$7.64M - $7.85M
|
363K
$35.4M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.6K+ 67.87% |
$7.51M - $7.71M
|
192K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77.5K+ 9.27% |
$7.49M - $7.7M
|
913K
$89M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
76.6K+ 54.68% |
$7.42M - $7.62M
|
217K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74.1K+ 2.11% |
$7.17M - $7.36M
|
3.59M
$350M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
72.8KNew |
$7.05M - $7.24M
|
72.8K
$7.09M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
71.8K+ 32.08% |
$6.94M - $7.13M
|
295K
$28.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71.7K+ 25.1% |
$6.94M - $7.13M
|
358K
$34.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
69.7K+ 26.78% |
$6.75M - $6.93M
|
330K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
69.5K+ 35.25% |
$6.72M - $6.91M
|
267K
$26M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
69.4KNew |
$6.72M - $6.9M
|
69.4K
$6.76M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
68KNew |
$6.58M - $6.75M
|
68K
$6.62M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
67.2K+ 13.02% |
$6.5M - $6.68M
|
584K
$56.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
65.7K+ 13.45% |
$6.36M - $6.53M
|
554K
$54M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
63.6K+ 134.89% |
$6.16M - $6.32M
|
111K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
62.5K+ 45.88% |
$6.05M - $6.21M
|
199K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
62.2K+ 521.65% |
$6.02M - $6.18M
|
74.1K
$7.22M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60.6K+ 66.02% |
$5.86M - $6.02M
|
152K
$14.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
60.5KNew |
$5.85M - $6.01M
|
60.5K
$5.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
59.5K+ 20.01% |
$5.75M - $5.91M
|
357K
$34.7M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
59.3K+ 18.56% |
$5.74M - $5.89M
|
379K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
58.6KNew |
$5.66M - $5.82M
|
58.6K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
58K+ 336.2% |
$5.61M - $5.77M
|
75.3K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58K+ 18.49% |
$5.61M - $5.76M
|
372K
$36.2M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
56.7K+ 9.88% |
$5.48M - $5.63M
|
630K
$61.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
56.2K+ 39.92% |
$5.44M - $5.59M
|
197K
$19.2M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55.8KNew |
$5.4M - $5.55M
|
55.8K
$5.44M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55.4K+ 23.33% |
$5.36M - $5.5M
|
293K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
54.8K+ 219336.0% |
$5.31M - $5.45M
|
54.9K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54.4K+ 23.6% |
$5.26M - $5.41M
|
285K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
54.3K+ 52.74% |
$5.25M - $5.39M
|
157K
$15.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
53K+ 7.28% |
$5.13M - $5.27M
|
781K
$76M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
52.1K+ 103.93% |
$5.04M - $5.18M
|
102K
$9.96M
|