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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-182K- 16.82% |
$17.6M - $18.1M
|
898K
$87.5M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-198K- 66.07% |
$19.2M - $19.7M
|
102K
$9.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-203K- 90.89% |
$19.6M - $20.2M
|
20.3K
$1.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-204K- 51.43% |
$19.7M - $20.3M
|
193K
$18.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-238K- 5.7% |
$23.1M - $23.7M
|
3.95M
$384M
|
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
SELL
|
- |
-244K- 13.85% |
$23.6M - $24.2M
|
1.52M
$148M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-245K- 13.63% |
$23.7M - $24.3M
|
1.55M
$151M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-254K- 48.96% |
$24.5M - $25.2M
|
264K
$25.7M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-257K- 42.81% |
$24.9M - $25.6M
|
344K
$33.5M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-264K- 67.49% |
$25.5M - $26.2M
|
127K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-268K- 78.61% |
$26M - $26.7M
|
73K
$7.11M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-325K- 53.28% |
$31.5M - $32.3M
|
285K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-360K- 42.42% |
$34.8M - $35.8M
|
488K
$47.6M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-421K- 29.23% |
$40.7M - $41.8M
|
1.02M
$99.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-426K- 46.53% |
$41.2M - $42.4M
|
490K
$47.7M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-432K- 91.89% |
$41.8M - $43M
|
38.2K
$3.72M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-432K- 91.89% |
$41.8M - $43M
|
38.2K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-471K- 6.66% |
$45.5M - $46.8M
|
6.6M
$643M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-538K- 86.96% |
$52.1M - $53.5M
|
80.7K
$7.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-549K- 85.43% |
$53.1M - $54.6M
|
93.7K
$9.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-557K- 87.41% |
$53.9M - $55.3M
|
80.2K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-612K- 85.69% |
$59.2M - $60.8M
|
102K
$9.96M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-777K- 2.78% |
$75.1M - $77.2M
|
27.1M
$2.64B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-777K- 2.78% |
$75.1M - $77.2M
|
27.1M
$2.64B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-854K- 1.91% |
$82.6M - $84.8M
|
43.9M
$4.28B
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-889K- 97.14% |
$86M - $88.3M
|
26.1K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.05M- 2.48% |
$101M - $104M
|
41.1M
$4B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08M- 12.1% |
$105M - $107M
|
7.85M
$764M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09M- 60.8% |
$105M - $108M
|
701K
$68.2M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.33M- 89.94% |
$129M - $132M
|
149K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35M- 3.3% |
$130M - $134M
|
39.4M
$3.84B
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.43M- 10.04% |
$138M - $142M
|
12.8M
$1.25B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43M- 65.97% |
$235M - $242M
|
1.25M
$122M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.73M- 33.46% |
$264M - $271M
|
5.43M
$529M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.96M- 99.82% |
$286M - $294M
|
5.39K
$525K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.1M- 34.3% |
$396M - $407M
|
7.85M
$764M
|
|
|
May 08, 2024
Q1 2024
|
P/E Global LLC
|
SELL
|
- |
-6.23M- 92.33% |
$603M - $619M
|
518K
$50.4M
|