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 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
29.5K+ 6.25% |
$2.85M - $2.93M
|
501K
$48.8M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 39.71% |
$2.85M - $2.93M
|
104K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28.9K+ 12.33% |
$2.8M - $2.88M
|
264K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
28.5K+ 298.09% |
$2.76M - $2.83M
|
38.1K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28.2K+ 54.46% |
$2.73M - $2.8M
|
79.9K
$7.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
27.5K+ 5.55% |
$2.66M - $2.73M
|
523K
$51M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.1K+ 52.22% |
$2.62M - $2.69M
|
78.9K
$7.68M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27K+ 16.91% |
$2.61M - $2.68M
|
186K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.9K+ 299.98% |
$2.61M - $2.68M
|
35.9K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
26.8K+ 26.75% |
$2.59M - $2.66M
|
127K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
26.7K+ 5.36% |
$2.59M - $2.66M
|
526K
$51.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.6K+ 2.49% |
$2.58M - $2.65M
|
1.09M
$107M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
26.6K+ 25.5% |
$2.57M - $2.64M
|
131K
$12.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
26.1K+ 19.64% |
$2.53M - $2.6M
|
159K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
25.9K+ 42.84% |
$2.51M - $2.58M
|
86.4K
$8.42M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.7K+ 27.46% |
$2.49M - $2.56M
|
119K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25.5K+ 255.87% |
$2.47M - $2.53M
|
35.5K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
BUY
|
- |
25K+ 10.18% |
$2.42M - $2.49M
|
271K
$26.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
25K+ 3.91% |
$2.42M - $2.49M
|
666K
$64.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
24.9K+ 8.83% |
$2.41M - $2.48M
|
307K
$29.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 5.1% |
$2.4M - $2.46M
|
510K
$49.7M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
24.6K+ 34.06% |
$2.38M - $2.45M
|
96.9K
$9.44M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6K+ 5.3% |
$2.38M - $2.44M
|
488K
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 18.24% |
$2.34M - $2.4M
|
157K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$2.32M - $2.38M
|
24K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
23.8K+ 56.59% |
$2.31M - $2.37M
|
66K
$6.42M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23.8K+ 104.27% |
$2.3M - $2.37M
|
46.6K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
23.7K+ 34.87% |
$2.3M - $2.36M
|
91.8K
$8.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
23.6K+ 8.04% |
$2.28M - $2.34M
|
317K
$30.9M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
23.4K+ 78.89% |
$2.27M - $2.33M
|
53.2K
$5.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.6K+ 20.53% |
$2.19M - $2.25M
|
133K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
22.6K+ 7.52% |
$2.19M - $2.25M
|
324K
$31.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
22.3K+ 10.72% |
$2.16M - $2.22M
|
231K
$22.5M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
22K+ 14.1% |
$2.13M - $2.19M
|
178K
$17.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
22K+ 30.83% |
$2.13M - $2.18M
|
93.3K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
21.9K+ 5.65% |
$2.12M - $2.18M
|
410K
$39.9M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21.8K+ 8.64% |
$2.11M - $2.17M
|
274K
$26.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.7K+ 11.27% |
$2.1M - $2.16M
|
215K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21.7K+ 22.98% |
$2.1M - $2.15M
|
116K
$11.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.7K+ 5.98% |
$2.09M - $2.15M
|
384K
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
21.5K+ 33.78% |
$2.08M - $2.14M
|
85.3K
$8.3M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.4K+ 73.54% |
$2.07M - $2.13M
|
50.6K
$4.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
20.7K+ 15.09% |
$2M - $2.06M
|
158K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.4K+ 34.25% |
$1.97M - $2.03M
|
80K
$7.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20.1K+ 116.87% |
$1.94M - $2M
|
37.3K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.1K+ 231.39% |
$1.94M - $2M
|
28.8K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
19.8K+ 8.84% |
$1.92M - $1.97M
|
244K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.4K+ 14.97% |
$1.88M - $1.93M
|
149K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.3K+ 197.8% |
$1.87M - $1.92M
|
29.1K
$2.83M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
19.2KNew |
$1.86M - $1.91M
|
19.2K
$1.87M
|