Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.47K+ 1.48% |
$143K - $146K
|
101K
$9.83M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.46K+ 12.26% |
$141K - $145K
|
13.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 19.75% |
$141K - $145K
|
8.85K
$862K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.46K+ 2.06% |
$141K - $145K
|
72K
$7.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.45K+ 1.75% |
$140K - $144K
|
83.8K
$8.17M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.44K+ 56.57% |
$140K - $143K
|
3.99K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.44K+ 31.11% |
$140K - $143K
|
6.08K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.43K+ 32.15% |
$139K - $142K
|
5.89K
$574K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.42K+ 46.29% |
$138K - $142K
|
4.5K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 10.28% |
$137K - $141K
|
15.2K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.41K+ 7.95% |
$137K - $141K
|
19.2K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.41K+ 9.12% |
$136K - $140K
|
16.8K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.4KNew |
$135K - $139K
|
1.4K
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.4K+ 11.36% |
$135K - $139K
|
13.7K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.39K+ 151.2% |
$134K - $138K
|
2.3K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.35K+ 0.86% |
$131K - $134K
|
159K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.35K+ 6.12% |
$131K - $134K
|
23.4K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.35K+ 23.54% |
$130K - $134K
|
7.07K
$689K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.34KNew |
$129K - $133K
|
1.34K
$130K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.33K+ 51.13% |
$129K - $132K
|
3.94K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.32K+ 68.34% |
$127K - $131K
|
3.24K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.24K+ 12.57% |
$120K - $124K
|
11.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 13.28% |
$120K - $123K
|
10.6K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.22KNew |
$118K - $122K
|
1.22K
$119K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.22K+ 9.73% |
$118K - $121K
|
13.8K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 8.43% |
$116K - $119K
|
15.4K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.17K+ 175.79% |
$113K - $116K
|
1.83K
$179K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.16KNew |
$112K - $115K
|
1.16K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.16K+ 26.89% |
$112K - $115K
|
5.46K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 0.8% |
$112K - $115K
|
145K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.12K+ 1.8% |
$109K - $112K
|
63.5K
$6.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.12K+ 48.57% |
$108K - $111K
|
3.42K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.12K+ 16.47% |
$108K - $111K
|
7.91K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.12K+ 54.97% |
$108K - $111K
|
3.15K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.11K+ 1.18% |
$107K - $110K
|
95K
$9.25M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 52.2% |
$107K - $110K
|
3.22K
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.55% |
$104K - $107K
|
70.7K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 2.03% |
$104K - $107K
|
54.3K
$5.29M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.07K+ 79.93% |
$104K - $106K
|
2.41K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.05K+ 1.6% |
$102K - $104K
|
66.7K
$6.49M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$99.9K - $103K
|
154K
$15M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.02K+ 10.14% |
$98.2K - $101K
|
11K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
995+ 14.8% |
$96.3K - $98.9K
|
7.72K
$752K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
980+ 5.37% |
$94.8K - $97.4K
|
19.2K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
957+ 40.55% |
$92.6K - $95.1K
|
3.32K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
946+ 3.94% |
$91.5K - $94K
|
24.9K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
946New |
$91.5K - $94K
|
946
$92.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
932+ 3.59% |
$90.2K - $92.6K
|
26.9K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
927+ 15.51% |
$89.7K - $92.1K
|
6.9K
$672K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
924+ 30.14% |
$89.4K - $91.8K
|
3.99K
$389K
|