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
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
48.6K+ 21.11% |
$4.67M - $4.95M
|
279K
$27.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
48.2K+ 2.08% |
$4.64M - $4.91M
|
2.37M
$231M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48.1K+ 7.87% |
$4.63M - $4.91M
|
660K
$64.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
48.1K+ 13.9% |
$4.63M - $4.9M
|
394K
$38.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48K+ 292.87% |
$4.62M - $4.89M
|
64.4K
$6.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
48K+ 15.21% |
$4.62M - $4.89M
|
363K
$35.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.7K+ 30.37% |
$4.59M - $4.86M
|
205K
$20M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
46.8K+ 2.99% |
$4.5M - $4.77M
|
1.61M
$157M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
46.5K+ 5.53% |
$4.48M - $4.74M
|
887K
$86.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
46.4K+ 5.43% |
$4.46M - $4.73M
|
901K
$87.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
46K+ 27.54% |
$4.43M - $4.69M
|
213K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
45.8K+ 719.98% |
$4.4M - $4.67M
|
52.1K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
45.4K+ 7.7% |
$4.37M - $4.63M
|
636K
$62M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
43.3K+ 53507.41% |
$4.17M - $4.42M
|
43.4K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
42.9K+ 1.39% |
$4.13M - $4.37M
|
3.14M
$306M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
42.3K+ 42.39% |
$4.08M - $4.32M
|
142K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
42.3K+ 12.32% |
$4.07M - $4.32M
|
386K
$37.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
42K+ 16.34% |
$4.05M - $4.29M
|
299K
$29.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
41.7K+ 17.88% |
$4.01M - $4.25M
|
275K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.3K+ 8.68% |
$3.97M - $4.21M
|
516K
$50.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.2K+ 478.85% |
$3.97M - $4.21M
|
49.8K
$4.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40.6K+ 3.45% |
$3.91M - $4.14M
|
1.22M
$119M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
40.6K+ 31.97% |
$3.91M - $4.14M
|
168K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40.4K+ 8.17% |
$3.89M - $4.12M
|
534K
$52.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
39.5K+ 133.19% |
$3.81M - $4.03M
|
69.2K
$6.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.5K+ 4.09% |
$3.8M - $4.03M
|
1.01M
$98.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
39.4K+ 90.5% |
$3.79M - $4.02M
|
82.9K
$8.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 15.62% |
$3.78M - $4M
|
291K
$28.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
39.2K+ 721.39% |
$3.77M - $3.99M
|
44.6K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$3.68M - $3.9M
|
38.3K
$3.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
35.8K+ 10.14% |
$3.45M - $3.65M
|
389K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
35.8K+ 27.72% |
$3.44M - $3.65M
|
165K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35.6KNew |
$3.43M - $3.63M
|
35.6K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
35.1K+ 354.3% |
$3.38M - $3.58M
|
45K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
35KNew |
$3.37M - $3.57M
|
35K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
34.3K+ 6.38% |
$3.3M - $3.49M
|
571K
$55.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
34.1K+ 16.9% |
$3.28M - $3.47M
|
236K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
34KNew |
$3.27M - $3.46M
|
34K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.5K+ 8.94% |
$3.22M - $3.41M
|
408K
$39.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.5K+ 11.03% |
$3.22M - $3.41M
|
337K
$32.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
33.2K+ 163.05% |
$3.2M - $3.39M
|
53.6K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
33K+ 79.63% |
$3.18M - $3.36M
|
74.4K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
33K+ 11.0% |
$3.17M - $3.36M
|
333K
$32.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32.9K+ 75.34% |
$3.16M - $3.35M
|
76.5K
$7.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
31.6K+ 15.19% |
$3.04M - $3.22M
|
239K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.4K+ 4.3% |
$3.02M - $3.2M
|
761K
$74.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.1K+ 61.35% |
$2.99M - $3.17M
|
81.8K
$7.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
31K+ 4.56% |
$2.98M - $3.16M
|
710K
$69.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
30KNew |
$2.88M - $3.06M
|
30K
$2.92M
|