Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.45K+ 1.77% |
$423K - $436K
|
256K
$25M
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
4.45K+ 2.8% |
$423K - $436K
|
163K
$15.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.43K+ 13.74% |
$421K - $434K
|
36.7K
$3.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.38K+ 4.28% |
$417K - $429K
|
107K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.38K+ 2.46% |
$417K - $429K
|
183K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
4.38K+ 3.44% |
$416K - $428K
|
132K
$12.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.34K+ 7.48% |
$413K - $425K
|
62.4K
$6.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.32K+ 3.17% |
$411K - $423K
|
141K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.31K+ 4.27% |
$410K - $422K
|
105K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.3K+ 2.63% |
$409K - $421K
|
168K
$16.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
4.3K+ 12.94% |
$408K - $421K
|
37.5K
$3.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 2.2% |
$408K - $420K
|
199K
$19.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.28K+ 119.04% |
$407K - $419K
|
7.88K
$768K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.18K+ 14.71% |
$398K - $409K
|
32.6K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.15K+ 7.79% |
$395K - $407K
|
57.4K
$5.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.14K+ 0.68% |
$394K - $405K
|
612K
$59.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
4.13K+ 1.76% |
$393K - $405K
|
238K
$23.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$381K - $393K
|
4.01K
$391K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.01K+ 63.52% |
$381K - $392K
|
10.3K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4K+ 3.75% |
$380K - $392K
|
111K
$10.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.95K+ 1.7% |
$375K - $387K
|
236K
$23M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.94KNew |
$375K - $386K
|
3.94K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.93KNew |
$374K - $385K
|
3.93K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.84KNew |
$365K - $376K
|
3.84K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.81K+ 3.28% |
$362K - $373K
|
120K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.81K+ 14.17% |
$362K - $373K
|
30.7K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.8K+ 31.47% |
$362K - $372K
|
15.9K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.75K+ 21.65% |
$357K - $367K
|
21.1K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.73K+ 44.63% |
$355K - $365K
|
12.1K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.7K+ 12.26% |
$352K - $362K
|
33.9K
$3.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
3.69K+ 59.48% |
$351K - $362K
|
9.9K
$965K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$350K - $360K
|
3.68K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68K+ 141.5% |
$350K - $360K
|
6.28K
$612K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.68K+ 101.88% |
$350K - $360K
|
7.29K
$710K
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 3.42% |
$349K - $359K
|
111K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.62K+ 11.63% |
$344K - $354K
|
34.7K
$3.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.6K+ 9.16% |
$342K - $352K
|
42.9K
$4.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.58K+ 17.12% |
$341K - $351K
|
24.5K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.56K+ 72.23% |
$339K - $349K
|
8.5K
$828K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.56KNew |
$338K - $348K
|
3.56K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 29.95% |
$338K - $348K
|
15.4K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.5KNew |
$333K - $343K
|
3.5K
$341K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.46K+ 1.68% |
$329K - $339K
|
210K
$20.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.46K+ 7.08% |
$329K - $338K
|
52.3K
$5.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.43KNew |
$326K - $336K
|
3.43K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.41K+ 7.61% |
$324K - $334K
|
48.2K
$4.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.4K+ 6.53% |
$323K - $333K
|
55.4K
$5.4M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35K+ 18.81% |
$319K - $328K
|
21.2K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.35KNew |
$318K - $328K
|
3.35K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.34K+ 1.47% |
$318K - $327K
|
230K
$22.4M
|