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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 4.43% |
$1.37M - $1.46M
|
337K
$32.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.2KNew |
$1.37M - $1.45M
|
14.2K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13.9K+ 63.96% |
$1.34M - $1.42M
|
35.6K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.9K+ 31.53% |
$1.34M - $1.42M
|
57.9K
$5.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.9K+ 2.91% |
$1.34M - $1.42M
|
491K
$47.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.8K+ 36.03% |
$1.33M - $1.41M
|
52.1K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13.6KNew |
$1.31M - $1.39M
|
13.6K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$1.29M - $1.37M
|
52.1K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.3K+ 27.6% |
$1.28M - $1.36M
|
61.6K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 8.16% |
$1.28M - $1.35M
|
176K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.1K+ 13.96% |
$1.26M - $1.34M
|
107K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 31.43% |
$1.26M - $1.34M
|
54.8K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.1K+ 4.09% |
$1.26M - $1.33M
|
332K
$32.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13K+ 16.59% |
$1.25M - $1.32M
|
91.2K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13KNew |
$1.25M - $1.32M
|
13K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.9K+ 10.57% |
$1.25M - $1.32M
|
135K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8K+ 15.19% |
$1.23M - $1.3M
|
96.8K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
12.7K+ 21.75% |
$1.22M - $1.29M
|
71K
$6.93M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.6K+ 40.34% |
$1.22M - $1.29M
|
44K
$4.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
12.6K+ 2.34% |
$1.22M - $1.29M
|
553K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 1.54% |
$1.21M - $1.28M
|
828K
$80.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 0.98% |
$1.21M - $1.28M
|
1.29M
$126M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
12.5K+ 15.02% |
$1.2M - $1.27M
|
95.6K
$9.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
12.4K+ 277.74% |
$1.19M - $1.26M
|
16.8K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.1K+ 2.92% |
$1.16M - $1.23M
|
427K
$41.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11.8K+ 24.47% |
$1.13M - $1.2M
|
59.9K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 2.5% |
$1.13M - $1.19M
|
480K
$46.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 9.9% |
$1.12M - $1.19M
|
129K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$1.12M - $1.18M
|
11.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.5K+ 9.55% |
$1.11M - $1.17M
|
132K
$12.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.5K+ 7.01% |
$1.11M - $1.17M
|
176K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.3K+ 11.56% |
$1.09M - $1.15M
|
109K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.3K+ 3.96% |
$1.08M - $1.15M
|
296K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11.2K+ 4.72% |
$1.08M - $1.15M
|
249K
$24.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 145.91% |
$1.08M - $1.14M
|
18.9K
$1.84M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.2K+ 197.49% |
$1.08M - $1.14M
|
16.9K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
11.1K+ 4.49% |
$1.07M - $1.13M
|
259K
$25.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.1K+ 6.4% |
$1.07M - $1.13M
|
185K
$18M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
11.1K+ 2.7% |
$1.07M - $1.13M
|
423K
$41.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11K+ 233.85% |
$1.06M - $1.12M
|
15.7K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$1.05M - $1.11M
|
10.9K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.8K+ 5.47% |
$1.04M - $1.1M
|
209K
$20.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
10.8K+ 8.01% |
$1.04M - $1.1M
|
146K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.7K+ 426.24% |
$1.03M - $1.09M
|
13.2K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
10.7K+ 3.3% |
$1.03M - $1.09M
|
335K
$32.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
10.6KNew |
$1.02M - $1.08M
|
10.6K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.4KNew |
$997K - $1.06M
|
10.4K
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$994K - $1.05M
|
10.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10.3K+ 88.58% |
$990K - $1.05M
|
21.9K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.2K+ 216.24% |
$984K - $1.04M
|
15K
$1.46M
|