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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11.6K- 11.97% |
$1.1M - $1.13M
|
85.2K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.6K- 21.21% |
$1.1M - $1.14M
|
43.1K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.6K- 43.21% |
$1.11M - $1.14M
|
15.3K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-11.8K- 66.95% |
$1.12M - $1.16M
|
5.82K
$582K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-12.6K- 21.54% |
$1.2M - $1.24M
|
46.1K
$4.61M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-13K- 14.53% |
$1.23M - $1.27M
|
76.3K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.4K- 18.39% |
$1.28M - $1.32M
|
59.6K
$5.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-13.5K- 1.73% |
$1.28M - $1.32M
|
767K
$76.7M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-13.5K- 28.59% |
$1.28M - $1.32M
|
33.7K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.5K- 8.06% |
$1.28M - $1.32M
|
154K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14.2K- 35.93% |
$1.35M - $1.39M
|
25.3K
$2.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14.3K- 26.0% |
$1.36M - $1.4M
|
40.8K
$4.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.8K- 56.12% |
$1.41M - $1.45M
|
11.6K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-14.9K- 31.47% |
$1.41M - $1.46M
|
32.4K
$3.24M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.75% |
$1.43M - $1.47M
|
139K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 17.56% |
$1.44M - $1.48M
|
71K
$7.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-15.2K- 76.7% |
$1.44M - $1.48M
|
4.6K
$460K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.2K- 49.18% |
$1.44M - $1.48M
|
15.7K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15.6K- 25.47% |
$1.49M - $1.53M
|
45.7K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.8K- 11.0% |
$1.51M - $1.55M
|
128K
$12.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-16.6K- 1.38% |
$1.58M - $1.63M
|
1.19M
$119M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-16.8K- 27.67% |
$1.6M - $1.65M
|
43.9K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-16.9K- 4.81% |
$1.61M - $1.66M
|
335K
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17.6K- 3.17% |
$1.67M - $1.72M
|
537K
$53.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 9.27% |
$1.7M - $1.75M
|
175K
$17.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-18K- 5.15% |
$1.71M - $1.76M
|
331K
$33.1M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 3.81% |
$1.79M - $1.84M
|
475K
$47.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-18.9K- 8.69% |
$1.8M - $1.85M
|
199K
$19.9M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-19.2K- 70.67% |
$1.82M - $1.88M
|
7.95K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-19.6K- 6.15% |
$1.86M - $1.92M
|
299K
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-19.8K- 3.95% |
$1.88M - $1.94M
|
481K
$48.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-19.8K- 4.23% |
$1.89M - $1.94M
|
449K
$44.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-19.8K- 4.72% |
$1.89M - $1.94M
|
400K
$40M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-20.1K- 5.65% |
$1.92M - $1.97M
|
336K
$33.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-20.2K- 13.61% |
$1.93M - $1.98M
|
129K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20.3K- 83.4% |
$1.93M - $1.99M
|
4.04K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-20.9K- 77.61% |
$1.98M - $2.04M
|
6.02K
$602K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21K- 22.66% |
$2M - $2.06M
|
71.7K
$7.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-21K- 51.64% |
$2M - $2.06M
|
19.7K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21.1K- 8.85% |
$2.01M - $2.07M
|
218K
$21.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-21.3K- 18.96% |
$2.02M - $2.08M
|
90.9K
$9.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-21.3K- 21.45% |
$2.03M - $2.09M
|
78K
$7.8M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-21.5K- 28.21% |
$2.05M - $2.11M
|
54.8K
$5.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-22.3K- 25.39% |
$2.12M - $2.19M
|
65.6K
$6.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.3K- 6.74% |
$2.12M - $2.19M
|
309K
$30.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-22.5K- 1.56% |
$2.14M - $2.2M
|
1.42M
$142M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-23.2K- 59.73% |
$2.21M - $2.28M
|
15.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.3K- 2.78% |
$2.22M - $2.29M
|
816K
$81.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.5K- 21.75% |
$2.24M - $2.3M
|
84.6K
$8.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.3K- 5.99% |
$2.31M - $2.38M
|
381K
$38.1M
|
|