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 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$197K - $209K
|
2.05K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.04KNew |
$196K - $208K
|
2.04K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.03K+ 14.99% |
$195K - $207K
|
15.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.01KNew |
$193K - $205K
|
2.01K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 15.34% |
$193K - $205K
|
15.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2K+ 8.31% |
$193K - $204K
|
26.1K
$2.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.99K+ 9.47% |
$191K - $202K
|
23K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.98KNew |
$191K - $202K
|
1.98K
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.98K+ 5.05% |
$190K - $201K
|
41.1K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.96K+ 0.85% |
$189K - $200K
|
232K
$22.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 2.53% |
$189K - $200K
|
79.4K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.95K+ 33.16% |
$188K - $199K
|
7.84K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.95K+ 3.8% |
$188K - $199K
|
53.3K
$5.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.95K+ 300.0% |
$188K - $199K
|
2.6K
$253K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 1.7% |
$187K - $199K
|
117K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.94K+ 17.27% |
$187K - $198K
|
13.2K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.91K+ 1.56% |
$184K - $195K
|
124K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.89K+ 3.27% |
$182K - $193K
|
59.7K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 6.36% |
$182K - $193K
|
31.6K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 8.46% |
$181K - $192K
|
24.2K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.89K+ 88.71% |
$181K - $192K
|
4.01K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.87K+ 4.0% |
$180K - $191K
|
48.6K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.85K+ 2.5% |
$178K - $189K
|
75.9K
$7.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.84K+ 1.98% |
$177K - $188K
|
94.8K
$9.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.82K+ 0.26% |
$175K - $186K
|
694K
$67.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.82K+ 27.22% |
$175K - $186K
|
8.52K
$830K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.82K+ 4.81% |
$175K - $185K
|
39.6K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.8K+ 2.62% |
$173K - $184K
|
70.4K
$6.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.78K+ 8.06% |
$171K - $182K
|
23.9K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 6.81% |
$167K - $177K
|
27.2K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.73K+ 6.04% |
$166K - $176K
|
30.4K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.71K+ 7.93% |
$165K - $174K
|
23.3K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.71K+ 5.88% |
$164K - $174K
|
30.8K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.71K+ 75.52% |
$164K - $174K
|
3.97K
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.71K+ 38.19% |
$164K - $174K
|
6.17K
$601K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.7K+ 40.08% |
$164K - $173K
|
5.94K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.69K+ 1.84% |
$162K - $172K
|
93.5K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.68K+ 3.53% |
$161K - $171K
|
49.2K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 1.63% |
$159K - $168K
|
103K
$10M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.62K+ 24.6% |
$156K - $165K
|
8.19K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$156K - $165K
|
1.62K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.6K+ 3.46% |
$154K - $163K
|
47.9K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.59K+ 3.93% |
$153K - $162K
|
42.1K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.59K+ 0.58% |
$153K - $162K
|
276K
$26.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.58K+ 40.16% |
$152K - $161K
|
5.51K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.57K+ 10.4% |
$151K - $160K
|
16.6K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 2.44% |
$151K - $159K
|
65.7K
$6.4M
|