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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13K+ 89.33% |
$1.25M - $1.29M
|
27.4K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
12.9K+ 4.64% |
$1.25M - $1.28M
|
291K
$28.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 3.08% |
$1.24M - $1.27M
|
429K
$41.8M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
12.7K+ 13.24% |
$1.22M - $1.26M
|
108K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
12.6K+ 3.65% |
$1.22M - $1.25M
|
358K
$34.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
12.5K+ 4.64% |
$1.21M - $1.25M
|
283K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.5K+ 234.37% |
$1.21M - $1.24M
|
17.8K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
12.5K+ 2.28% |
$1.21M - $1.24M
|
559K
$54.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.4K+ 9.36% |
$1.2M - $1.23M
|
145K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
12.4K+ 81.84% |
$1.2M - $1.23M
|
27.5K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
12.4K+ 31.52% |
$1.2M - $1.23M
|
51.7K
$5.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
12.3K+ 37.66% |
$1.19M - $1.23M
|
45.1K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 4.44% |
$1.19M - $1.23M
|
290K
$28.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.3K+ 1.5% |
$1.19M - $1.22M
|
834K
$81.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.2K+ 16.56% |
$1.18M - $1.21M
|
85.9K
$8.37M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12.2KNew |
$1.18M - $1.21M
|
12.2K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
12.1K+ 1.44% |
$1.17M - $1.2M
|
853K
$83M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
12.1K+ 199.06% |
$1.17M - $1.2M
|
18.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
12K+ 5.95% |
$1.16M - $1.19M
|
213K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
12K+ 27.26% |
$1.16M - $1.19M
|
55.8K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
11.9KNew |
$1.16M - $1.19M
|
11.9K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
11.8K+ 6.59% |
$1.15M - $1.18M
|
192K
$18.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 11.52% |
$1.14M - $1.17M
|
114K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 150.74% |
$1.13M - $1.16M
|
19.3K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.5KNew |
$1.12M - $1.15M
|
11.5K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
11.4K+ 17.25% |
$1.1M - $1.13M
|
77.6K
$7.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11.4K+ 5.84% |
$1.1M - $1.13M
|
207K
$20.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 20.22% |
$1.1M - $1.13M
|
67.7K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.4K+ 137.01% |
$1.1M - $1.13M
|
19.7K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11.4K+ 4861.54% |
$1.1M - $1.13M
|
11.6K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.3KNew |
$1.09M - $1.12M
|
11.3K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.3KNew |
$1.09M - $1.12M
|
11.3K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
11.1K+ 6.58% |
$1.07M - $1.1M
|
179K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11KNew |
$1.07M - $1.1M
|
11K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
11K+ 9.43% |
$1.06M - $1.09M
|
127K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11K+ 18.63% |
$1.06M - $1.09M
|
69.8K
$6.8M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 4.74% |
$1.05M - $1.08M
|
241K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$1.05M - $1.07M
|
10.8K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.7K+ 10.28% |
$1.04M - $1.06M
|
115K
$11.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 16.78% |
$1.03M - $1.05M
|
73.9K
$7.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
10.6K+ 3.26% |
$1.03M - $1.05M
|
336K
$32.7M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.6K+ 5.1% |
$1.02M - $1.05M
|
218K
$21.2M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.5K+ 48.1% |
$1.02M - $1.04M
|
32.4K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.5K+ 0.84% |
$1.01M - $1.04M
|
1.26M
$123M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5K+ 4.47% |
$1.01M - $1.04M
|
245K
$23.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 14.96% |
$985K - $1.01M
|
78.2K
$7.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.1K+ 40.88% |
$980K - $1.01M
|
34.9K
$3.4M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1K+ 17.7% |
$980K - $1.01M
|
67.3K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.1K+ 53.9% |
$980K - $1.01M
|
28.9K
$2.82M
|