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 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 0.99% |
$109K - $112K
|
117K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.14K+ 2.62% |
$108K - $112K
|
44.6K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.14K+ 2.16% |
$108K - $111K
|
53.7K
$5.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 12.29% |
$106K - $110K
|
10.2K
$997K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.1K+ 10.84% |
$105K - $108K
|
11.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.1K+ 1.27% |
$105K - $108K
|
87.5K
$8.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.1K+ 7.3% |
$104K - $108K
|
16.1K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.09K+ 10.1% |
$104K - $107K
|
11.9K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 2.01% |
$103K - $106K
|
54.9K
$5.35M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1.07K+ 12.29% |
$102K - $105K
|
9.78K
$953K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.07K+ 60.33% |
$102K - $105K
|
2.84K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.07K+ 18.15% |
$102K - $105K
|
6.96K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.05K+ 2.78% |
$100K - $103K
|
39K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.04K+ 3.63% |
$98.8K - $102K
|
29.7K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.02K+ 0.49% |
$97.1K - $100K
|
208K
$20.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 3.05% |
$96.8K - $99.7K
|
34.4K
$3.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 4.8% |
$96.8K - $99.7K
|
22.2K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 16.71% |
$96.3K - $99.1K
|
7.07K
$689K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.79% |
$95.8K - $98.6K
|
18.4K
$1.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
956+ 36.34% |
$90.9K - $93.6K
|
3.59K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
945+ 5.71% |
$89.9K - $92.5K
|
17.5K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
931+ 33.55% |
$88.5K - $91.2K
|
3.71K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
929+ 3.23% |
$88.4K - $91K
|
29.7K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
915+ 33.16% |
$87K - $89.6K
|
3.67K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
895+ 32.22% |
$85.1K - $87.6K
|
3.67K
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
892+ 34.68% |
$84.8K - $87.3K
|
3.46K
$338K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
891+ 8.67% |
$84.7K - $87.2K
|
11.2K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
886+ 11.46% |
$84.3K - $86.8K
|
8.62K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
885+ 1.94% |
$84.2K - $86.7K
|
46.6K
$4.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
873+ 4.78% |
$83K - $85.5K
|
19.1K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
858+ 10.19% |
$81.6K - $84K
|
9.28K
$905K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
841+ 7.61% |
$80K - $82.4K
|
11.9K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
835+ 64.98% |
$79.4K - $81.8K
|
2.12K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
821+ 25.63% |
$78.1K - $80.4K
|
4.02K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
821+ 0.28% |
$78.1K - $80.4K
|
292K
$28.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
815+ 3.81% |
$77.5K - $79.8K
|
22.2K
$2.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
815+ 41.9% |
$77.5K - $79.8K
|
2.76K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
801+ 6.52% |
$76.2K - $78.4K
|
13.1K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
792+ 325.93% |
$75.3K - $77.6K
|
1.04K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
788+ 34.68% |
$74.9K - $77.2K
|
3.06K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
780+ 3.24% |
$74.2K - $76.4K
|
24.8K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
774New |
$73.6K - $75.8K
|
774
$75.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
770+ 4.65% |
$73.2K - $75.4K
|
17.3K
$1.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
761+ 1.93% |
$72.4K - $74.5K
|
40.2K
$3.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
755+ 35.95% |
$71.8K - $73.9K
|
2.86K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
729+ 1.07% |
$69.3K - $71.4K
|
69.1K
$6.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
710+ 6.75% |
$67.5K - $69.5K
|
11.2K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
708+ 3.69% |
$67.3K - $69.3K
|
19.9K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
699+ 3.49% |
$66.5K - $68.4K
|
20.7K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
692+ 1.43% |
$65.8K - $67.8K
|
49K
$4.78M
|