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 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 50.65% |
$373K - $396K
|
3.78K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.88K- 12.2% |
$373K - $396K
|
27.9K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.92K- 6.24% |
$378K - $400K
|
59K
$5.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.93K- 7.98% |
$378K - $401K
|
45.3K
$4.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.95K- 5.1% |
$381K - $403K
|
73.5K
$7.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 30.62% |
$381K - $403K
|
8.96K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 2.8% |
$384K - $407K
|
139K
$13.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.06K- 10.02% |
$390K - $414K
|
36.4K
$3.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 2.16% |
$400K - $423K
|
188K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.16K- 9.19% |
$400K - $424K
|
41.1K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.21K- 41.14% |
$405K - $429K
|
6.02K
$587K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.22K- 13.74% |
$406K - $430K
|
26.5K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.26K- 20.01% |
$410K - $434K
|
17K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.27K- 10.53% |
$411K - $435K
|
36.3K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.3K- 14.01% |
$414K - $439K
|
26.4K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.32K- 4.54% |
$416K - $440K
|
90.7K
$8.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-4.38K- 6.88% |
$422K - $447K
|
59.3K
$5.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.43K- 11.39% |
$426K - $451K
|
34.4K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.51K- 15.19% |
$434K - $460K
|
25.2K
$2.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.61K- 1.44% |
$444K - $470K
|
316K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.71K- 40.16% |
$454K - $481K
|
7.02K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.76K- 46.16% |
$458K - $485K
|
5.55K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.78K- 66.37% |
$460K - $488K
|
2.42K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.81K- 9.15% |
$463K - $490K
|
47.7K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 36.08% |
$471K - $499K
|
8.67K
$845K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.91K- 30.72% |
$472K - $501K
|
11.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 3.91% |
$523K - $554K
|
133K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.44K- 35.19% |
$524K - $555K
|
10K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.53K- 1.6% |
$533K - $564K
|
340K
$33.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.64K- 40.13% |
$542K - $575K
|
8.41K
$819K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.8K- 66.4% |
$558K - $591K
|
2.93K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 82.41% |
$560K - $594K
|
1.24K
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.1K- 2.14% |
$587K - $622K
|
279K
$27.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.22K- 4.85% |
$598K - $634K
|
122K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.33K- 4.11% |
$609K - $646K
|
148K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.34K- 4.55% |
$610K - $646K
|
133K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.47K- 65.17% |
$623K - $660K
|
3.46K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-6.5K- 39.39% |
$626K - $663K
|
10K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.64K- 1.88% |
$639K - $677K
|
347K
$33.8M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-6.79K- 4.91% |
$654K - $692K
|
132K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 4.17% |
$677K - $717K
|
161K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7.09K- 45.33% |
$682K - $723K
|
8.55K
$833K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.19K- 22.86% |
$692K - $733K
|
24.3K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.2K- 29.25% |
$693K - $734K
|
17.4K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.22K- 16.35% |
$695K - $737K
|
37K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.22K- 3.83% |
$695K - $737K
|
181K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 4.91% |
$698K - $739K
|
140K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-7.26K- 18.95% |
$698K - $740K
|
31K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.36K- 3.55% |
$709K - $751K
|
200K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.4K- 2.47% |
$712K - $754K
|
292K
$28.5M
|