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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.6K- 92.07% |
$3.93M - $4.04M
|
3.5K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-41.5K- 77.29% |
$4.02M - $4.13M
|
12.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.4K- 71.37% |
$4.39M - $4.51M
|
18.2K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-48.3K- 93.67% |
$4.67M - $4.8M
|
3.26K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-53.9K- 39.51% |
$5.22M - $5.36M
|
82.6K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54.1K- 5.98% |
$5.23M - $5.37M
|
850K
$82.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-54.2K- 68.69% |
$5.24M - $5.38M
|
24.7K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-54.4K- 75.99% |
$5.26M - $5.4M
|
17.2K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-55K- 14.54% |
$5.32M - $5.46M
|
323K
$31.5M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-55K- 14.54% |
$5.32M - $5.46M
|
323K
$31.5M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57.2K- 52.97% |
$5.53M - $5.68M
|
50.8K
$4.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-57.4K- 89.06% |
$5.56M - $5.71M
|
7.06K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-59K- 41.67% |
$5.7M - $5.86M
|
82.5K
$8.04M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62.8K- 79.74% |
$6.08M - $6.24M
|
16K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-63K- 85.08% |
$6.09M - $6.26M
|
11K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-67.3K- 11.9% |
$6.51M - $6.69M
|
498K
$48.5M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-67.4K- 67.48% |
$6.52M - $6.7M
|
32.5K
$3.16M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-75.2K- 11.83% |
$7.27M - $7.47M
|
560K
$54.6M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-75.5K- 68.44% |
$7.3M - $7.5M
|
34.8K
$3.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-75.7K- 23.22% |
$7.32M - $7.52M
|
250K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-80.8K- 14.86% |
$7.82M - $8.03M
|
463K
$45.1M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-80.9K- 90.15% |
$7.83M - $8.04M
|
8.85K
$862K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-81K- 59.77% |
$7.84M - $8.05M
|
54.5K
$5.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-85.1K- 44.25% |
$8.24M - $8.46M
|
107K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-90.9K- 19.0% |
$8.8M - $9.04M
|
388K
$37.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-92.5K- 78.53% |
$8.95M - $9.19M
|
25.3K
$2.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Deere & CO
Moline, IL |
SELL
|
- |
-92.7K- 26.87% |
$8.97M - $9.21M
|
252K
$24.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-96.2K- 41.33% |
$9.31M - $9.56M
|
137K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-96.6K- 9.35% |
$9.35M - $9.6M
|
937K
$91.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-98.8K- 93.24% |
$9.56M - $9.82M
|
7.17K
$698K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-102K- 13.0% |
$9.86M - $10.1M
|
682K
$66.4M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-106K- 63.44% |
$10.2M - $10.5M
|
61K
$5.94M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-116K- 12.74% |
$11.2M - $11.5M
|
795K
$77.5M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-119K- 22.56% |
$11.6M - $11.9M
|
410K
$39.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-133K- 93.8% |
$12.9M - $13.2M
|
8.78K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-134K- 38.17% |
$13M - $13.3M
|
217K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-135K- 39.55% |
$13M - $13.4M
|
206K
$20.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-138K- 83.92% |
$13.3M - $13.7M
|
26.4K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-143K- 1.92% |
$13.8M - $14.2M
|
7.29M
$710M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-144K- 40.73% |
$13.9M - $14.3M
|
209K
$20.3M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-151K- 53.54% |
$14.6M - $15M
|
131K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-151K- 82.55% |
$14.6M - $15M
|
32K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-157K- 10.78% |
$15.2M - $15.6M
|
1.3M
$126M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-159K- 84.02% |
$15.3M - $15.8M
|
30.2K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-163K- 25.54% |
$15.8M - $16.2M
|
476K
$46.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164K- 12.69% |
$15.9M - $16.3M
|
1.13M
$110M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-166K- 13.49% |
$16M - $16.5M
|
1.06M
$104M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-167K- 12.13% |
$16.1M - $16.6M
|
1.21M
$118M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-170K- 31.11% |
$16.5M - $16.9M
|
377K
$36.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-173K- 43.16% |
$16.8M - $17.2M
|
228K
$22.3M
|