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 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
675+ 4.56% |
$65K - $68.8K
|
15.5K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
670New |
$64.5K - $68.3K
|
670
$65.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
667+ 6.21% |
$64.2K - $68K
|
11.4K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
661+ 2.97% |
$63.6K - $67.4K
|
22.9K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
653+ 9.38% |
$62.9K - $66.6K
|
7.61K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
642+ 6.03% |
$61.8K - $65.5K
|
11.3K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
641+ 0.86% |
$61.7K - $65.4K
|
75.3K
$7.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
640+ 68.52% |
$61.6K - $65.3K
|
1.57K
$153K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
621+ 2.72% |
$59.8K - $63.3K
|
23.5K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 19.95% |
$59.1K - $62.6K
|
3.69K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
611+ 0.92% |
$58.8K - $62.3K
|
67.2K
$6.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
608+ 17.55% |
$58.5K - $62K
|
4.07K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
603+ 2.38% |
$58K - $61.5K
|
26K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
601+ 28.55% |
$57.8K - $61.3K
|
2.71K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
596+ 19.38% |
$57.4K - $60.8K
|
3.67K
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
591+ 6.67% |
$56.9K - $60.3K
|
9.45K
$921K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
581+ 3.15% |
$55.9K - $59.3K
|
19K
$1.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
569+ 2.11% |
$54.8K - $58K
|
27.5K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
567+ 9.42% |
$54.6K - $57.8K
|
6.59K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
553+ 3.9% |
$53.2K - $56.4K
|
14.7K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
542New |
$52.2K - $55.3K
|
542
$52.8K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
535+ 2.6% |
$51.5K - $54.6K
|
21.1K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
515+ 0.4% |
$49.6K - $52.5K
|
129K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
514+ 2.74% |
$49.5K - $52.4K
|
19.3K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
508+ 9.11% |
$48.9K - $51.8K
|
6.08K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
502+ 8.85% |
$48.3K - $51.2K
|
6.18K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
500+ 3.24% |
$48.1K - $51K
|
15.9K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
480+ 1.9% |
$46.2K - $49K
|
25.7K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
474+ 3.75% |
$45.6K - $48.3K
|
13.1K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
447+ 2.34% |
$43K - $45.6K
|
19.6K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
445+ 1.04% |
$42.8K - $45.4K
|
43.4K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
431+ 3.08% |
$41.5K - $44K
|
14.4K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
423+ 1.56% |
$40.7K - $43.1K
|
27.6K
$2.69M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 5.48% |
$40.4K - $42.8K
|
8.08K
$787K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
409+ 5.98% |
$39.4K - $41.7K
|
7.25K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
405+ 0.26% |
$39K - $41.3K
|
156K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
403+ 5.06% |
$38.8K - $41.1K
|
8.37K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
403+ 3.34% |
$38.8K - $41.1K
|
12.5K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
397+ 5.75% |
$38.2K - $40.5K
|
7.3K
$711K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
395+ 3.15% |
$38K - $40.3K
|
12.9K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
391+ 3.58% |
$37.6K - $39.9K
|
11.3K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
389+ 17.68% |
$37.4K - $39.7K
|
2.59K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
389+ 1.33% |
$37.4K - $39.7K
|
29.6K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
379+ 1.9% |
$36.5K - $38.7K
|
20.3K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
377+ 5.33% |
$36.3K - $38.4K
|
7.45K
$726K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
375+ 4.04% |
$36.1K - $38.2K
|
9.65K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
373+ 4.78% |
$35.9K - $38K
|
8.17K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
372+ 7.3% |
$35.8K - $37.9K
|
5.47K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
370+ 4.21% |
$35.6K - $37.7K
|
9.15K
$892K
|