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
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-7.55K- 20.28% |
$726K - $770K
|
29.7K
$2.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-7.58K- 41.83% |
$729K - $773K
|
10.5K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-7.64K- 13.65% |
$735K - $779K
|
48.3K
$4.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-7.68K- 6.5% |
$739K - $784K
|
111K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.88K- 9.62% |
$759K - $804K
|
74.1K
$7.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-8.47K- 7.61% |
$815K - $864K
|
103K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.55K- 4.38% |
$823K - $872K
|
187K
$18.2M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.7K- 7.9% |
$838K - $888K
|
101K
$9.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-8.98K- 41.79% |
$865K - $916K
|
12.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.09K- 5.28% |
$874K - $926K
|
163K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.19K- 74.45% |
$884K - $937K
|
3.15K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.24K- 29.24% |
$889K - $942K
|
22.4K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.31K- 4.58% |
$896K - $949K
|
194K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.37K- 32.75% |
$902K - $956K
|
19.2K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-9.39K- 69.14% |
$903K - $957K
|
4.19K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.48K- 17.11% |
$913K - $967K
|
45.9K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$678K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-9.64K- 24.75% |
$928K - $983K
|
29.3K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.7K- 2.9% |
$934K - $989K
|
325K
$31.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-9.87K- 3.23% |
$950K - $1.01M
|
295K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10K- 34.54% |
$963K - $1.02M
|
19K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10K- 19.11% |
$964K - $1.02M
|
42.4K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 17.21% |
$993K - $1.05M
|
49.6K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 15.22% |
$1.04M - $1.1M
|
60.2K
$5.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10.9K- 12.77% |
$1.05M - $1.11M
|
74.5K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-11.1K- 99.91% |
$1.07M - $1.14M
|
10
$975
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.2K- 10.56% |
$1.08M - $1.14M
|
94.7K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.2K- 8.54% |
$1.08M - $1.14M
|
120K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.5K- 15.13% |
$1.1M - $1.17M
|
64.3K
$6.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-11.6K- 25.54% |
$1.12M - $1.19M
|
34K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12K- 99.31% |
$1.16M - $1.22M
|
84
$8.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.3K- 69.34% |
$1.18M - $1.25M
|
5.43K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13K- 7.52% |
$1.25M - $1.32M
|
160K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.2K- 30.85% |
$1.27M - $1.35M
|
29.6K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14K- 51.38% |
$1.35M - $1.43M
|
13.2K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 45.31% |
$1.35M - $1.43M
|
16.9K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 12.16% |
$1.37M - $1.45M
|
103K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 12.07% |
$1.4M - $1.48M
|
106K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.16% |
$1.45M - $1.54M
|
149K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-15.8K- 6.67% |
$1.52M - $1.61M
|
221K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16K- 8.02% |
$1.54M - $1.63M
|
184K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 42.74% |
$1.57M - $1.66M
|
21.9K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-16.9K- 75.77% |
$1.62M - $1.72M
|
5.39K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-17.2K- 1.91% |
$1.65M - $1.75M
|
882K
$85.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.1K- 74.73% |
$1.74M - $1.85M
|
6.12K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-18.3K- 6.29% |
$1.76M - $1.87M
|
273K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.9K- 14.83% |
$1.82M - $1.93M
|
109K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19.1K- 52.05% |
$1.83M - $1.94M
|
17.6K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 0.98% |
$1.89M - $2M
|
1.98M
$193M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 9.02% |
$1.91M - $2.03M
|
201K
$19.6M
|