Purchases and Sales Made in Q3 2024 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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
Oct 25, 2024 Q3 2024
Trajan Wealth LLC

Scottsdale, AZ
BUY
 -
29.5K
+ 3.07%
$2.84M - $3.01M
990K $96.7M
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
29.5K
+ 9.7%
$2.84M - $3M
333K $32.6M
Nov 12, 2024 Q3 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
29.1K
+ 67.04%
$2.8M - $2.97M
72.5K $7.08M
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
28.8K
+ 26.35%
$2.78M - $2.94M
138K $13.5M
Nov 06, 2024 Q3 2024
Black Diamond Financial, LLC

BUY
 -
28.6K
+ 14.62%
$2.75M - $2.92M
224K $21.9M
Oct 07, 2024 Q3 2024
Goal Fusion Wealth Management, LLC

BUY
 -
28.5K
+ 7.26%
$2.75M - $2.91M
422K $41.2M
Nov 07, 2024 Q3 2024
Wrapmanager Inc

BUY
 -
28.2K
+ 16.55%
$2.72M - $2.88M
199K $19.4M
Nov 08, 2024 Q3 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
27.9K
+ 3.63%
$2.68M - $2.84M
795K $77.7M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
27.8K
+ 10.09%
$2.68M - $2.84M
303K $29.6M
Oct 15, 2024 Q3 2024
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
27.5K
+ 492.93%
$2.65M - $2.8M
33.1K $3.23M
Oct 15, 2024 Q3 2024
Epiq Partners, LLC

BUY
 -
26.9K
+ 71.83%
$2.59M - $2.75M
64.4K $6.29M
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
26.4K
New
$2.54M - $2.69M
26.4K $2.58M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
25.4K
+ 23.8%
$2.44M - $2.59M
132K $12.9M
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
24.8K
+ 61.68%
$2.38M - $2.53M
65K $6.35M
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
24.6K
+ 9.74%
$2.37M - $2.51M
277K $27.1M
Nov 14, 2024 Q3 2024
Zacks Investment Management

Chicago, IL
BUY
 -
24.3K
+ 3.25%
$2.34M - $2.48M
773K $75.5M
Oct 25, 2024 Q3 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
24.2K
+ 26.45%
$2.33M - $2.47M
116K $11.3M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
24.2K
+ 5.4%
$2.33M - $2.47M
472K $46.1M
Nov 05, 2024 Q3 2024
Mascoma Wealth Management LLC

BUY
 -
24K
+ 6.04%
$2.31M - $2.45M
421K $41.2M
Nov 08, 2024 Q3 2024
First Horizon Advisors, Inc.

BUY
 -
23.8K
+ 5.01%
$2.29M - $2.43M
499K $48.8M
Oct 23, 2024 Q3 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
23.6K
+ 7.75%
$2.27M - $2.4M
328K $32M
Oct 08, 2024 Q3 2024
Act Wealth Management, LLC

BUY
 -
23.6K
+ 38.49%
$2.27M - $2.4M
84.8K $8.29M
Nov 08, 2024 Q3 2024
Client First Investment Management LLC

West Bend, WI
BUY
 -
23.5K
New
$2.26M - $2.4M
23.5K $2.3M
Oct 16, 2024 Q3 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
23.5K
+ 4.36%
$2.26M - $2.39M
561K $54.8M
Oct 09, 2024 Q3 2024
Hudson Capital Management LLC

BUY
 -
23.2K
+ 9.75%
$2.24M - $2.37M
262K $25.6M
Oct 23, 2024 Q3 2024
North Crest Asset Manangement, LLC

BUY
 -
23K
+ 19.22%
$2.22M - $2.35M
143K $14M
Nov 12, 2024 Q3 2024
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
22.1K
New
$2.13M - $2.25M
22.1K $2.16M
Oct 21, 2024 Q3 2024
Vicus Capital

State College, PA
BUY
 -
22.1K
+ 5.8%
$2.12M - $2.25M
403K $39.4M
Nov 18, 2024 Q3 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
22K
New
$2.12M - $2.24M
22K $2.15M
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
21.9K
+ 80.4%
$2.11M - $2.24M
49.2K $4.8M
Nov 01, 2024 Q3 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
21.6K
+ 12.97%
$2.08M - $2.21M
189K $18.4M
Nov 13, 2024 Q3 2024
Denali Advisors LLC

BUY
 -
21.6K
New
$2.08M - $2.2M
21.6K $2.11M
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
21.6K
+ 68.18%
$2.08M - $2.2M
53.3K $5.21M
Oct 22, 2024 Q3 2024
Blb&B Advisors, LLC

BUY
 -
21.5K
+ 3.99%
$2.07M - $2.19M
559K $54.6M
Oct 24, 2024 Q3 2024
Arbor Investment Advisors, LLC

BUY
 -
21.1K
+ 8.59%
$2.03M - $2.15M
267K $26.1M
Oct 24, 2024 Q3 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
21.1K
+ 237.68%
$2.03M - $2.15M
29.9K $2.93M
Nov 12, 2024 Q3 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
20.9K
+ 9.58%
$2.01M - $2.13M
239K $23.3M
Nov 15, 2024 Q3 2024
Geller Advisors LLC

New York, NY
BUY
 -
20.8K
+ 7.01%
$2.01M - $2.13M
318K $31.1M
Oct 30, 2024 Q3 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
20.8K
+ 754.44%
$2M - $2.12M
23.6K $2.3M
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
20.7K
+ 2.67%
$2M - $2.12M
799K $78.1M
Oct 22, 2024 Q3 2024
Tanager Wealth Management LLP

BUY
 -
20.5K
+ 13.89%
$1.97M - $2.09M
168K $16.4M
Nov 14, 2024 Q3 2024
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
20.2K
New
$1.94M - $2.06M
20.2K $1.97M
Nov 06, 2024 Q3 2024
Oak Harbor Wealth Partners, LLC

BUY
 -
20.1K
+ 17.12%
$1.93M - $2.05M
137K $13.4M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
20K
+ 13.53%
$1.93M - $2.04M
168K $16.4M
Oct 28, 2024 Q3 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
19.9K
+ 6.47%
$1.92M - $2.03M
327K $32M
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
19.8K
+ 11.92%
$1.91M - $2.02M
186K $18.2M
Nov 01, 2024 Q3 2024
Tillman Hartley LLC

Orlando, FL
BUY
 -
19.8K
+ 25.53%
$1.91M - $2.02M
97.5K $9.52M
Nov 13, 2024 Q3 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
19.8K
New
$1.91M - $2.02M
19.8K $1.94M
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
19.7K
+ 192.68%
$1.9M - $2.01M
30K $2.93M

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