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
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-91.4K- 29.45% |
$8.8M - $9.32M
|
219K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-103K- 90.01% |
$9.93M - $10.5M
|
11.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-110K- 97.5% |
$10.6M - $11.2M
|
2.82K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-112K- 40.56% |
$10.7M - $11.4M
|
164K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-114K- 20.88% |
$10.9M - $11.6M
|
430K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-117K- 15.4% |
$11.3M - $11.9M
|
644K
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 9.45% |
$12.5M - $13.2M
|
1.24M
$121M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-141K- 97.09% |
$13.5M - $14.4M
|
4.22K
$412K
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-143K- 5.53% |
$13.8M - $14.6M
|
2.45M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-145K- 15.31% |
$13.9M - $14.8M
|
801K
$78.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-159K- 2.84% |
$15.4M - $16.3M
|
5.46M
$533M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-160K- 96.24% |
$15.4M - $16.4M
|
6.26K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-175K- 5.94% |
$16.9M - $17.9M
|
2.77M
$271M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-182K- 69.2% |
$17.6M - $18.6M
|
81.2K
$7.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-202K- 98.42% |
$19.5M - $20.6M
|
3.25K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-242K- 98.36% |
$23.3M - $24.7M
|
4.04K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-283K- 16.71% |
$27.2M - $28.8M
|
1.41M
$138M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-284K- 30.74% |
$27.4M - $29M
|
640K
$62.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-310K- 93.08% |
$29.9M - $31.7M
|
23.1K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-322K- 52.66% |
$31M - $32.9M
|
290K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-323K- 25.13% |
$31M - $32.9M
|
961K
$93.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-328K- 2.53% |
$31.5M - $33.4M
|
12.6M
$1.23B
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-380K- 85.68% |
$36.5M - $38.7M
|
63.4K
$6.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-418K- 61.41% |
$40.3M - $42.7M
|
263K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-444K- 39.35% |
$42.7M - $45.3M
|
684K
$66.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 29.42% |
$43.5M - $46.1M
|
1.08M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-538K- 72.44% |
$51.7M - $54.8M
|
205K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-573K- 45.74% |
$55.1M - $58.4M
|
680K
$66.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-645K- 5.3% |
$62M - $65.7M
|
11.5M
$1.12B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-707K- 8.15% |
$68.1M - $72.1M
|
7.96M
$778M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-753K- 41.19% |
$72.5M - $76.8M
|
1.07M
$105M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-919K- 28.32% |
$88.5M - $93.8M
|
2.33M
$227M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-931K- 5.87% |
$89.7M - $95M
|
14.9M
$1.46B
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$404M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27M- 9.63% |
$122M - $130M
|
11.9M
$1.17B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27M- 9.63% |
$122M - $130M
|
11.9M
$1.17B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.43M- 5.16% |
$138M - $146M
|
26.3M
$2.57B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.27% |
$171M - $181M
|
39.8M
$3.89B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.86M- 99.13% |
$179M - $190M
|
16.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.16M- 83.55% |
$208M - $221M
|
426K
$41.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.1M- 78.59% |
$491M - $520M
|
1.39M
$136M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.23M- 12.45% |
$696M - $737M
|
50.8M
$4.97B
|