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
|
Chicago Capital, LLC
|
BUY
|
- |
214+ 0.67% |
$20.6K - $21.8K
|
32.3K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
213+ 4.35% |
$20.5K - $21.7K
|
5.1K
$497K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
211+ 1.11% |
$20.3K - $21.5K
|
19.3K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
209+ 9.26% |
$20.1K - $21.3K
|
2.47K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
206New |
$19.8K - $21K
|
206
$20.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
201+ 4.3% |
$19.3K - $20.5K
|
4.88K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 2.35% |
$19.3K - $20.4K
|
8.71K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
200+ 1.82% |
$19.3K - $20.4K
|
11.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
198+ 4.65% |
$19.1K - $20.2K
|
4.46K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
196+ 3.49% |
$18.9K - $20K
|
5.81K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
195+ 1.97% |
$18.8K - $19.9K
|
10.1K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
193+ 5.03% |
$18.6K - $19.7K
|
4.03K
$393K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
188+ 2.03% |
$18.1K - $19.2K
|
9.43K
$919K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
186+ 1.09% |
$17.9K - $19K
|
17.2K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
183+ 4.66% |
$17.6K - $18.7K
|
4.11K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
181+ 1.86% |
$17.4K - $18.5K
|
9.91K
$966K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
180+ 0.34% |
$17.3K - $18.4K
|
52.5K
$5.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
178+ 0.41% |
$17.1K - $18.2K
|
43.9K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
175+ 1.79% |
$16.8K - $17.8K
|
9.95K
$970K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
173+ 0.51% |
$16.7K - $17.6K
|
33.8K
$3.3M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
169+ 0.34% |
$16.3K - $17.2K
|
49.7K
$4.84M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
165+ 3.6% |
$15.9K - $16.8K
|
4.75K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
164+ 3.8% |
$15.8K - $16.7K
|
4.48K
$437K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
162+ 1.97% |
$15.6K - $16.5K
|
8.39K
$818K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
160+ 7.23% |
$15.4K - $16.3K
|
2.37K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
153+ 0.95% |
$14.7K - $15.6K
|
16.3K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150+ 3.71% |
$14.4K - $15.3K
|
4.19K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 1.59% |
$13.9K - $14.7K
|
9.21K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
141+ 1.09% |
$13.6K - $14.4K
|
13.1K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
138+ 0.18% |
$13.3K - $14.1K
|
75.5K
$7.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
135+ 0.77% |
$13K - $13.8K
|
17.6K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
135New |
$13K - $13.8K
|
135
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 0.17% |
$12.5K - $13.3K
|
74.5K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
128+ 0.46% |
$12.3K - $13.1K
|
28.1K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
125+ 0.92% |
$12K - $12.7K
|
13.6K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
124+ 0.61% |
$11.9K - $12.6K
|
20.6K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
124+ 1.85% |
$11.9K - $12.6K
|
6.83K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
120+ 2.04% |
$11.6K - $12.2K
|
6K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
116+ 0.67% |
$11.2K - $11.8K
|
17.4K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
115+ 0.79% |
$11.1K - $11.7K
|
14.6K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
115+ 0.61% |
$11.1K - $11.7K
|
18.9K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
113+ 2.02% |
$10.9K - $11.5K
|
5.7K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
109+ 2.14% |
$10.5K - $11.1K
|
5.2K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 2.44% |
$10.1K - $10.7K
|
4.41K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
104+ 0.83% |
$10K - $10.6K
|
12.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 3400.0% |
$9.82K - $10.4K
|
105
$10.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
101New |
$9.72K - $10.3K
|
101
$9.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 2.39% |
$9.63K - $10.2K
|
4.28K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
99+ 1.93% |
$9.53K - $10.1K
|
5.24K
$511K
|