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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
282K+ 626.13% |
$27.1M - $28.7M
|
327K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
279K+ 1.51% |
$26.9M - $28.5M
|
18.8M
$1.83B
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
267KNew |
$25.7M - $27.2M
|
267K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
265K+ 3.98% |
$25.5M - $27M
|
6.91M
$674M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
243K+ 2.88% |
$23.4M - $24.8M
|
8.66M
$845M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
233K+ 48.03% |
$22.4M - $23.7M
|
717K
$70M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
232K+ 2.41% |
$22.4M - $23.7M
|
9.86M
$962M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
218KNew |
$20.9M - $22.2M
|
218K
$21.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
200K+ 183.49% |
$19.2M - $20.4M
|
309K
$30.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
187K+ 11.37% |
$18M - $19.1M
|
1.83M
$179M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
171K+ 13.71% |
$16.5M - $17.5M
|
1.42M
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
170KNew |
$16.4M - $17.4M
|
170K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
165K+ 56.96% |
$15.9M - $16.8M
|
454K
$44.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
162K+ 4535.73% |
$15.6M - $16.5M
|
165K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
161K+ 18.33% |
$15.5M - $16.4M
|
1.04M
$101M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 165.99% |
$15.3M - $16.3M
|
255K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
BUY
|
- |
158K+ 71.83% |
$15.2M - $16.1M
|
377K
$36.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
146KNew |
$14.1M - $14.9M
|
146K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
141K+ 244.03% |
$13.6M - $14.4M
|
199K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
140K+ 2227.51% |
$13.4M - $14.2M
|
146K
$14.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
130K+ 129.41% |
$12.5M - $13.2M
|
230K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
129K+ 763.78% |
$12.4M - $13.1M
|
146K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
126K+ 128.73% |
$12.1M - $12.8M
|
223K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
125K+ 125.59% |
$12M - $12.7M
|
224K
$21.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
123K+ 11.49% |
$11.9M - $12.6M
|
1.2M
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
123K+ 71.73% |
$11.9M - $12.6M
|
296K
$28.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
122K+ 70.53% |
$11.7M - $12.4M
|
295K
$28.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
121K+ 275.35% |
$11.7M - $12.4M
|
166K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
118K+ 393.09% |
$11.4M - $12.1M
|
149K
$14.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
118K+ 22.29% |
$11.3M - $12M
|
646K
$63M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
117K+ 62.85% |
$11.2M - $11.9M
|
302K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
116K+ 51.22% |
$11.1M - $11.8M
|
341K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
115KNew |
$11M - $11.7M
|
115K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
112K+ 10.07% |
$10.8M - $11.4M
|
1.23M
$120M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
111K+ 66.62% |
$10.7M - $11.3M
|
277K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
110K+ 7.46% |
$10.5M - $11.2M
|
1.58M
$154M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
107K+ 183.86% |
$10.3M - $10.9M
|
166K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
107KNew |
$10.3M - $10.9M
|
107K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
107KNew |
$10.3M - $10.9M
|
107K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106K+ 21.7% |
$10.2M - $10.8M
|
595K
$58M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
106KNew |
$10.2M - $10.8M
|
106K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106K+ 3.77% |
$10.2M - $10.8M
|
2.91M
$283M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
105K+ 20.05% |
$10.1M - $10.7M
|
631K
$61.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104K+ 59.64% |
$10M - $10.6M
|
278K
$27.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
103K+ 113.6% |
$9.95M - $10.5M
|
194K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
101K+ 11.25% |
$9.75M - $10.3M
|
1M
$97.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.8K+ 7.79% |
$9.51M - $10.1M
|
1.37M
$133M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
97.6K+ 102.82% |
$9.39M - $9.95M
|
192K
$18.8M
|
|
|
Dec 31, 2024
Q3 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
97KNew |
$9.34M - $9.89M
|
97K
$9.46M
|