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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.01K+ 46.0% |
$290K - $307K
|
9.55K
$933K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.01K+ 2.93% |
$290K - $307K
|
106K
$10.3M
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.01K+ 14.51% |
$289K - $306K
|
23.7K
$2.32M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.99K+ 9.62% |
$288K - $305K
|
34.1K
$3.33M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.98KNew |
$287K - $304K
|
2.98K
$291K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$291K
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.94KNew |
$283K - $300K
|
2.94K
$287K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.93K+ 14.45% |
$282K - $298K
|
23.2K
$2.26M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.92K+ 2.71% |
$281K - $298K
|
111K
$10.8M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.9K+ 7.21% |
$279K - $296K
|
43.1K
$4.22M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.9K+ 73.63% |
$279K - $296K
|
6.84K
$668K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 71.56% |
$278K - $295K
|
6.94K
$678K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.89K+ 13.24% |
$278K - $295K
|
24.7K
$2.42M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.88K+ 114.74% |
$277K - $294K
|
5.39K
$527K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
2.88K+ 0.96% |
$277K - $294K
|
302K
$29.5M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.88K+ 32.3% |
$277K - $293K
|
11.8K
$1.15M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.87K+ 7.81% |
$277K - $293K
|
39.6K
$3.87M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86KNew |
$275K - $292K
|
2.86K
$280K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.85K+ 15.83% |
$274K - $291K
|
20.9K
$2.04M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.85K+ 4.63% |
$274K - $290K
|
64.3K
$6.28M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.84K+ 4.69% |
$273K - $289K
|
63.3K
$6.19M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.81K+ 11.53% |
$271K - $287K
|
27.2K
$2.66M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.79K+ 1.66% |
$268K - $284K
|
170K
$16.7M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.78K+ 2.48% |
$267K - $283K
|
115K
$11.2M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.76K+ 1.51% |
$266K - $282K
|
186K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.76KNew |
$266K - $281K
|
2.76K
$270K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.76K+ 9.85% |
$265K - $281K
|
30.7K
$3M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.74K+ 8.14% |
$264K - $279K
|
36.4K
$3.55M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.69K+ 6.67% |
$259K - $274K
|
42.9K
$4.19M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
2.68K+ 1.63% |
$258K - $273K
|
167K
$16.3M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 3.47% |
$257K - $273K
|
79.7K
$7.78M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 9.21% |
$257K - $272K
|
31.6K
$3.09M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.66K+ 43.49% |
$256K - $271K
|
8.78K
$858K
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.66KNew |
$256K - $271K
|
2.66K
$260K
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.63KNew |
$254K - $269K
|
2.63K
$257K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.63K+ 7.5% |
$254K - $269K
|
37.7K
$3.69M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6KNew |
$250K - $265K
|
2.6K
$254K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.59KNew |
$250K - $265K
|
2.59K
$253K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59KNew |
$249K - $264K
|
2.59K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.58KNew |
$248K - $263K
|
2.58K
$252K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.57K+ 2.78% |
$247K - $262K
|
94.8K
$9.26M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.56KNew |
$246K - $261K
|
2.56K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.55K+ 4.45% |
$246K - $260K
|
60K
$5.86M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$245K - $260K
|
2.55K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.5KNew |
$241K - $255K
|
2.5K
$244K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.5KNew |
$240K - $255K
|
2.5K
$244K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49K+ 5.74% |
$240K - $254K
|
46K
$4.49M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.49K+ 1.05% |
$240K - $254K
|
239K
$23.3M
|