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 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
10K+ 4.82% |
$970K - $996K
|
218K
$21.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
9.74K+ 7.38% |
$942K - $968K
|
142K
$13.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
9.66K+ 12.83% |
$935K - $960K
|
85K
$8.28M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
9.64K+ 6.88% |
$933K - $958K
|
150K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.56K+ 4.3% |
$925K - $950K
|
232K
$22.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.52K+ 62.23% |
$921K - $946K
|
24.8K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.48K+ 2.83% |
$917K - $942K
|
345K
$33.6M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.36K+ 7.29% |
$906K - $930K
|
138K
$13.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
9.25K+ 6.18% |
$895K - $919K
|
159K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.12K+ 54.92% |
$882K - $906K
|
25.7K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.07K+ 8.66% |
$877K - $901K
|
114K
$11.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9.05K+ 21.16% |
$875K - $899K
|
51.8K
$5.05M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.04KNew |
$874K - $898K
|
9.04K
$880K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
9.04K+ 13.22% |
$874K - $898K
|
77.4K
$7.54M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
8.98K+ 2.61% |
$869K - $892K
|
353K
$34.4M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.96K+ 7.13% |
$867K - $890K
|
135K
$13.1M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
8.88K+ 18.06% |
$859K - $883K
|
58.1K
$5.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
8.86K+ 24.66% |
$857K - $880K
|
44.8K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.78K+ 89.64% |
$850K - $873K
|
18.6K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.73K+ 87300.0% |
$845K - $868K
|
8.74K
$851K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.68K+ 4.38% |
$840K - $863K
|
207K
$20.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.65K+ 30.41% |
$837K - $859K
|
37.1K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.54KNew |
$826K - $849K
|
8.54K
$832K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
8.5K+ 67.57% |
$822K - $844K
|
21.1K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.37K+ 11.26% |
$810K - $832K
|
82.7K
$8.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
8.27K+ 156.77% |
$800K - $822K
|
13.6K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
8.21K+ 13.56% |
$794K - $816K
|
68.8K
$6.7M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.21K+ 9.58% |
$794K - $816K
|
93.9K
$9.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
8.2K+ 10.47% |
$793K - $814K
|
86.5K
$8.42M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
8.16K+ 97.37% |
$789K - $811K
|
16.5K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.11KNew |
$785K - $806K
|
8.11K
$790K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.06K+ 13.45% |
$780K - $801K
|
68K
$6.62M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.99K+ 54.58% |
$773K - $794K
|
22.6K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.99K+ 7.67% |
$773K - $794K
|
112K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.85K+ 17.76% |
$759K - $780K
|
52K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.78KNew |
$752K - $773K
|
7.78K
$757K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.77K+ 53.52% |
$752K - $772K
|
22.3K
$2.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
7.71K+ 31.42% |
$746K - $766K
|
32.3K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.71K+ 241.3% |
$746K - $766K
|
10.9K
$1.06M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.67K+ 63.39% |
$742K - $762K
|
19.8K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.64K+ 46.51% |
$739K - $759K
|
24.1K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
7.63K+ 3.85% |
$739K - $759K
|
206K
$20.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.57K+ 9.13% |
$732K - $752K
|
90.4K
$8.81M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
7.5K+ 8.01% |
$726K - $745K
|
101K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.49K+ 1.36% |
$725K - $745K
|
560K
$54.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7.34K+ 3.0% |
$711K - $730K
|
252K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
7.18KNew |
$694K - $713K
|
7.18K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.01K+ 8.18% |
$678K - $696K
|
92.7K
$9.03M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.92K+ 1.84% |
$670K - $688K
|
384K
$37.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.92K+ 66.71% |
$670K - $688K
|
17.3K
$1.68M
|