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 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
591+ 65.45% |
$57.2K - $58.7K
|
1.49K
$146K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
571+ 24.19% |
$55.2K - $56.7K
|
2.93K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
542+ 6.98% |
$52.4K - $53.9K
|
8.3K
$809K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
538+ 591.21% |
$52.1K - $53.5K
|
629
$61.3K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
532+ 1.48% |
$51.5K - $52.9K
|
36.4K
$3.55M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
527+ 11.04% |
$51K - $52.4K
|
5.3K
$516K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
520+ 1.19% |
$50.3K - $51.7K
|
44.2K
$4.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
516+ 2.97% |
$49.9K - $51.3K
|
17.9K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
515+ 8.69% |
$49.8K - $51.2K
|
6.44K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
489+ 3.04% |
$47.3K - $48.6K
|
16.6K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
485+ 4.62% |
$46.9K - $48.2K
|
11K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
474+ 9.57% |
$45.9K - $47.1K
|
5.43K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
467New |
$45.2K - $46.4K
|
467
$45.5K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
466+ 77.67% |
$45.1K - $46.3K
|
1.07K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
464+ 4.52% |
$44.9K - $46.1K
|
10.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
460+ 1.98% |
$44.5K - $45.7K
|
23.7K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
460+ 2.68% |
$44.5K - $45.7K
|
17.6K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
452+ 8.68% |
$43.7K - $44.9K
|
5.66K
$551K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
446+ 11.47% |
$43.2K - $44.3K
|
4.33K
$422K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
442+ 6.94% |
$42.8K - $43.9K
|
6.82K
$664K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
440+ 40.55% |
$42.6K - $43.7K
|
1.53K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
435+ 0.74% |
$42.1K - $43.2K
|
59K
$5.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
433+ 3.16% |
$41.9K - $43K
|
14.2K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
433+ 7.83% |
$41.9K - $43K
|
5.96K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
432+ 5.02% |
$41.8K - $42.9K
|
9.03K
$880K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
426+ 3.36% |
$41.2K - $42.3K
|
13.1K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
424+ 1.09% |
$41K - $42.1K
|
39.3K
$3.83M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
422+ 6.46% |
$40.8K - $41.9K
|
6.95K
$677K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
414+ 133.12% |
$40.1K - $41.1K
|
725
$70.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
412+ 11.68% |
$39.9K - $40.9K
|
3.94K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
410+ 4.86% |
$39.7K - $40.7K
|
8.84K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
406+ 7.32% |
$39.3K - $40.3K
|
5.96K
$580K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
403+ 0.62% |
$39K - $40K
|
65.6K
$6.39M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
403+ 14.87% |
$39K - $40K
|
3.11K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
400+ 3.61% |
$38.7K - $39.7K
|
11.5K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
389New |
$37.6K - $38.7K
|
389
$37.9K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
389+ 14.27% |
$37.6K - $38.7K
|
3.12K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
380+ 0.14% |
$36.8K - $37.8K
|
274K
$26.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
378+ 4.33% |
$36.6K - $37.6K
|
9.1K
$887K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
377+ 0.59% |
$36.5K - $37.5K
|
64.5K
$6.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
376+ 1.11% |
$36.4K - $37.4K
|
34.4K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
365+ 2.01% |
$35.3K - $36.3K
|
18.5K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
361+ 62.03% |
$34.9K - $35.9K
|
943
$91.8K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 14.73% |
$34.8K - $35.8K
|
2.8K
$273K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
356+ 53.13% |
$34.4K - $35.4K
|
1.03K
$99.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
347+ 11.37% |
$33.6K - $34.5K
|
3.4K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
346New |
$33.5K - $34.4K
|
346
$33.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
337+ 0.22% |
$32.6K - $33.5K
|
155K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
336+ 0.41% |
$32.5K - $33.4K
|
82.6K
$8.05M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
332+ 9.52% |
$32.1K - $33K
|
3.82K
$372K
|