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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195K+ 27.17% |
$18.5M - $19.1M
|
913K
$88.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
191K+ 271.21% |
$18.2M - $18.7M
|
261K
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
189K+ 7.9% |
$18M - $18.5M
|
2.58M
$250M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
177K+ 1.9% |
$16.9M - $17.4M
|
9.5M
$920M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
167KNew |
$15.9M - $16.3M
|
167K
$16.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
167K+ 489.28% |
$15.9M - $16.3M
|
201K
$19.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
162K+ 51.25% |
$15.4M - $15.9M
|
479K
$46.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
160K+ 5624.84% |
$15.2M - $15.6M
|
162K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Navi Inc.
|
BUY
|
- |
158K+ 1.67% |
$15M - $15.5M
|
9.63M
$933M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
155K+ 5.26% |
$14.7M - $15.1M
|
3.09M
$300M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
153K+ 13.58% |
$14.6M - $15M
|
1.28M
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
153KNew |
$14.6M - $15M
|
153K
$14.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
151K+ 1053.09% |
$14.3M - $14.7M
|
165K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
145K+ 19.41% |
$13.8M - $14.2M
|
891K
$86.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
139KNew |
$13.2M - $13.6M
|
139K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
137K+ 723.66% |
$13M - $13.4M
|
156K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
133K+ 70.37% |
$12.7M - $13M
|
322K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
130K+ 45.68% |
$12.4M - $12.7M
|
415K
$40.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120KNew |
$11.5M - $11.8M
|
120K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
120KNew |
$11.5M - $11.8M
|
120K
$11.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
120K+ 7.85% |
$11.4M - $11.7M
|
1.65M
$159M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 9.33% |
$11.1M - $11.5M
|
1.37M
$133M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117K+ 69.56% |
$11.1M - $11.4M
|
285K
$27.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113KNew |
$10.7M - $11.1M
|
113K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 1.11% |
$10.6M - $10.9M
|
10.2M
$985M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
111KNew |
$10.6M - $10.9M
|
111K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
111K+ 168.45% |
$10.6M - $10.9M
|
177K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
109K+ 1236.64% |
$10.4M - $10.7M
|
118K
$11.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
109K+ 14.13% |
$10.4M - $10.7M
|
880K
$85.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
106K+ 1990.5% |
$10.1M - $10.4M
|
112K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
103KNew |
$9.78M - $10.1M
|
103K
$9.96M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
102KNew |
$9.66M - $9.95M
|
102K
$9.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
96KNew |
$9.13M - $9.4M
|
96K
$9.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
96K+ 14.86% |
$9.13M - $9.4M
|
742K
$71.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
94.5K+ 35.76% |
$8.99M - $9.26M
|
359K
$34.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
94.2K+ 617.92% |
$8.96M - $9.22M
|
109K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
93.9KNew |
$8.93M - $9.2M
|
93.9K
$9.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
93.7KNew |
$8.91M - $9.17M
|
93.7K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
91.6K+ 156.39% |
$8.71M - $8.97M
|
150K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
91.4K+ 248.81% |
$8.7M - $8.95M
|
128K
$12.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
91.4K+ 7.89% |
$8.69M - $8.95M
|
1.25M
$121M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90.8K+ 1332.52% |
$8.64M - $8.89M
|
97.6K
$9.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86.7K+ 22.72% |
$8.25M - $8.49M
|
468K
$45.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
83.2KNew |
$7.91M - $8.15M
|
83.2K
$8.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
82.7KNew |
$7.86M - $8.09M
|
82.7K
$8.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
79.6K+ 11.44% |
$7.57M - $7.79M
|
775K
$75.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
77.2K+ 96.61% |
$7.35M - $7.56M
|
157K
$15.2M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
75.4KNew |
$7.17M - $7.38M
|
75.4K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.2KNew |
$7.15M - $7.36M
|
75.2K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
74.3K+ 206.93% |
$7.07M - $7.28M
|
110K
$10.7M
|