Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.18K+ 3.11% |
$498K - $528K
|
172K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 175.7% |
$492K - $521K
|
8.02K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.1K+ 6.92% |
$490K - $520K
|
78.7K
$7.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.09K+ 113.71% |
$490K - $519K
|
9.57K
$932K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.08K+ 49.43% |
$489K - $518K
|
15.4K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 62.97% |
$489K - $518K
|
13.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.04K+ 7.01% |
$485K - $514K
|
76.9K
$7.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.02K+ 225.29% |
$484K - $512K
|
7.25K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$481K - $510K
|
5K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
5K+ 1.25% |
$481K - $510K
|
407K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$481K - $510K
|
5K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.99K+ 32.61% |
$480K - $509K
|
20.3K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.93K+ 8.46% |
$474K - $503K
|
63.2K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$466K - $494K
|
4.84K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.84KNew |
$466K - $493K
|
4.84K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.82KNew |
$464K - $492K
|
4.82K
$470K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.79K+ 231.8% |
$461K - $488K
|
6.86K
$668K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.75K+ 129.29% |
$457K - $484K
|
8.42K
$821K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
4.74K+ 0.91% |
$456K - $483K
|
525K
$51.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 13.74% |
$455K - $482K
|
39.2K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.71KNew |
$453K - $480K
|
4.71K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.69K+ 11.71% |
$452K - $479K
|
44.8K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.64K+ 16.88% |
$447K - $473K
|
32.1K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.62KNew |
$445K - $471K
|
4.62K
$450K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.6K+ 24.57% |
$443K - $469K
|
23.3K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.58K+ 2.78% |
$441K - $467K
|
169K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.52K+ 7.65% |
$435K - $460K
|
63.5K
$6.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 5.74% |
$433K - $459K
|
82.9K
$8.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.49KNew |
$432K - $457K
|
4.49K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.36KNew |
$419K - $444K
|
4.36K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.27K+ 2.72% |
$411K - $435K
|
161K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.25KNew |
$409K - $433K
|
4.25K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$407K - $431K
|
4.23K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.22KNew |
$406K - $431K
|
4.22K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.21K+ 8.91% |
$405K - $429K
|
51.4K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.18K+ 45.24% |
$402K - $426K
|
13.4K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.11K+ 5.91% |
$396K - $419K
|
73.6K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.1KNew |
$395K - $418K
|
4.1K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.1K+ 165.86% |
$394K - $418K
|
6.56K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 3.67% |
$392K - $415K
|
115K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.05K+ 16.87% |
$390K - $413K
|
28.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
4.05KNew |
$390K - $413K
|
4.05K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.04K+ 17.42% |
$388K - $411K
|
27.2K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 1.25% |
$382K - $404K
|
320K
$31.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.92K+ 15.2% |
$377K - $399K
|
29.7K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.84K+ 2.95% |
$370K - $392K
|
134K
$13.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.83K+ 3.77% |
$369K - $391K
|
105K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.83K+ 2.43% |
$368K - $390K
|
162K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.82K+ 68.18% |
$368K - $390K
|
9.43K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.8K+ 26.93% |
$365K - $387K
|
17.9K
$1.74M
|