Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.1K+ 118.39% |
$1.06M - $1.09M
|
20.5K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.1K+ 33.69% |
$1.06M - $1.09M
|
44K
$4.3M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11.1KNew |
$1.05M - $1.09M
|
11.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11K+ 33.92% |
$1.05M - $1.08M
|
43.5K
$4.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11K+ 10.62% |
$1.05M - $1.08M
|
115K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$1.03M - $1.06M
|
10.8K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
10.8K+ 7.92% |
$1.03M - $1.06M
|
147K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.8K+ 394.59% |
$1.03M - $1.06M
|
13.5K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10.8K+ 28.91% |
$1.03M - $1.06M
|
48.1K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 15.64% |
$1.02M - $1.05M
|
79.6K
$7.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 6.93% |
$1.02M - $1.05M
|
166K
$16.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.7K+ 25.89% |
$1.02M - $1.05M
|
52.2K
$5.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
10.7K+ 3.64% |
$1.02M - $1.05M
|
305K
$29.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.7K+ 186.9% |
$1.02M - $1.05M
|
16.4K
$1.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$1.01M - $1.04M
|
10.6K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
10.5K+ 18.71% |
$1M - $1.03M
|
66.7K
$6.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.4KNew |
$987K - $1.02M
|
10.4K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.3K+ 15.14% |
$979K - $1.01M
|
78.3K
$7.65M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
10.3KNew |
$978K - $1.01M
|
10.3K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.3K+ 5.49% |
$976K - $1M
|
197K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.86K+ 85.57% |
$938K - $966K
|
21.4K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.83K+ 6.06% |
$935K - $963K
|
172K
$16.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.7K+ 14.32% |
$923K - $950K
|
77.4K
$7.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
9.67K+ 11.81% |
$919K - $947K
|
91.5K
$8.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
9.62K+ 292.7% |
$915K - $942K
|
12.9K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.61K+ 115.5% |
$914K - $941K
|
17.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.57K+ 39.78% |
$910K - $937K
|
33.6K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.56K+ 0.93% |
$910K - $936K
|
1.03M
$101M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.53K+ 22.4% |
$906K - $933K
|
52.1K
$5.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.48K+ 10.48% |
$902K - $928K
|
99.9K
$9.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.47K+ 65.14% |
$901K - $927K
|
24K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.46K+ 32.82% |
$900K - $926K
|
38.3K
$3.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
9.45K+ 85.73% |
$899K - $926K
|
20.5K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.36K+ 2.44% |
$890K - $916K
|
393K
$38.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.35K+ 312.54% |
$889K - $915K
|
12.3K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.23KNew |
$878K - $904K
|
9.23K
$902K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.23K+ 25.36% |
$877K - $903K
|
45.6K
$4.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
9.09K+ 24.12% |
$864K - $890K
|
46.8K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.03K+ 10.94% |
$859K - $884K
|
91.5K
$8.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.99K+ 10.46% |
$855K - $880K
|
94.9K
$9.27M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.98K+ 16.89% |
$854K - $879K
|
62.2K
$6.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.84K+ 1.59% |
$840K - $865K
|
565K
$55.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.7K+ 10.21% |
$828K - $852K
|
94K
$9.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.69K+ 52.09% |
$827K - $851K
|
25.4K
$2.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
8.66K+ 19.07% |
$823K - $847K
|
54K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.62K+ 2.53% |
$820K - $844K
|
350K
$34.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.57K+ 3.63% |
$815K - $839K
|
245K
$23.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 10.28% |
$807K - $831K
|
91K
$8.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
8.43K+ 2.39% |
$802K - $825K
|
362K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8.43K+ 8.38% |
$802K - $825K
|
109K
$10.7M
|