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 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
921+ 36.91% |
$89.1K - $91.5K
|
3.42K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
901+ 0.94% |
$87.2K - $89.5K
|
96.7K
$9.42M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
892+ 3.22% |
$86.3K - $88.6K
|
28.6K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
851+ 5.8% |
$82.3K - $84.6K
|
15.5K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
840+ 1.69% |
$81.3K - $83.5K
|
50.6K
$4.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
837+ 17.5% |
$81K - $83.2K
|
5.62K
$547K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
837+ 11.22% |
$81K - $83.2K
|
8.3K
$808K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
836New |
$80.9K - $83.1K
|
836
$81.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
823+ 7.21% |
$79.6K - $81.8K
|
12.2K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
817+ 16.12% |
$79K - $81.2K
|
5.89K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
811New |
$78.5K - $80.6K
|
811
$79K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
803+ 37.56% |
$77.7K - $79.8K
|
2.94K
$286K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
802+ 299.25% |
$77.6K - $79.7K
|
1.07K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
799+ 0.54% |
$77.3K - $79.4K
|
149K
$14.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
774+ 17.75% |
$74.9K - $76.9K
|
5.14K
$500K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
769+ 1.06% |
$74.4K - $76.4K
|
73K
$7.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
762+ 1.14% |
$73.7K - $75.7K
|
67.4K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
757+ 10.99% |
$73.2K - $75.2K
|
7.65K
$745K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
753+ 0.62% |
$72.9K - $74.8K
|
122K
$11.9M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
749+ 20.99% |
$72.5K - $74.4K
|
4.32K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
748+ 6.55% |
$72.4K - $74.3K
|
12.2K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
744+ 33.41% |
$72K - $73.9K
|
2.97K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
743+ 22.04% |
$71.9K - $73.8K
|
4.11K
$401K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
742+ 5.65% |
$71.8K - $73.7K
|
13.9K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
734+ 4.93% |
$71K - $72.9K
|
15.6K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
733+ 38.3% |
$70.9K - $72.8K
|
2.65K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
728+ 11.29% |
$70.4K - $72.3K
|
7.18K
$699K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
719+ 0.27% |
$69.6K - $71.4K
|
263K
$25.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
717+ 13.34% |
$69.4K - $71.2K
|
6.09K
$593K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
717+ 5.52% |
$69.4K - $71.2K
|
13.7K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
715+ 1.67% |
$69.2K - $71K
|
43.5K
$4.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
701+ 13.99% |
$67.8K - $69.7K
|
5.71K
$556K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
700+ 8.61% |
$67.7K - $69.6K
|
8.83K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
699+ 5.65% |
$67.6K - $69.5K
|
13.1K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
684New |
$66.2K - $68K
|
684
$66.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
683+ 2.63% |
$66.1K - $67.9K
|
26.6K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
678+ 4.1% |
$65.6K - $67.4K
|
17.2K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
675+ 2.11% |
$65.3K - $67.1K
|
32.6K
$3.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
664+ 19.01% |
$64.2K - $66K
|
4.16K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
661+ 11.87% |
$64K - $65.7K
|
6.23K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
657New |
$63.6K - $65.3K
|
657
$64K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
654+ 17.27% |
$63.3K - $65K
|
4.44K
$433K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
634+ 8.53% |
$61.3K - $63K
|
8.07K
$786K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
630+ 7.43% |
$61K - $62.6K
|
9.11K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
619+ 0.64% |
$59.9K - $61.5K
|
96.9K
$9.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
616+ 12.78% |
$59.6K - $61.2K
|
5.44K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
615+ 1.94% |
$59.5K - $61.1K
|
32.3K
$3.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
603+ 18.47% |
$58.3K - $59.9K
|
3.87K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
595+ 0.25% |
$57.6K - $59.1K
|
242K
$23.5M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
595+ 4.94% |
$57.6K - $59.1K
|
12.6K
$1.23M
|