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 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-32.7K- 5.85% |
$3.11M - $3.2M
|
526K
$51.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-32.8K- 9.16% |
$3.12M - $3.21M
|
326K
$31.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.9K- 32.09% |
$3.22M - $3.32M
|
71.7K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-34.2K- 34.27% |
$3.25M - $3.35M
|
65.6K
$6.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35K- 18.53% |
$3.33M - $3.43M
|
154K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.1K- 5.15% |
$3.34M - $3.44M
|
647K
$63M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-36K- 14.03% |
$3.42M - $3.52M
|
220K
$21.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-36.6K- 1.47% |
$3.48M - $3.59M
|
2.46M
$240M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-39.3K- 19.1% |
$3.74M - $3.85M
|
167K
$16.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-40K- 45.54% |
$3.81M - $3.92M
|
47.9K
$4.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40K- 43.24% |
$3.81M - $3.92M
|
52.6K
$5.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-40.6K- 0.48% |
$3.87M - $3.98M
|
8.42M
$821M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-40.7K- 22.74% |
$3.87M - $3.99M
|
138K
$13.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.8K- 1.07% |
$3.88M - $4M
|
3.79M
$369M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41.4K- 12.83% |
$3.94M - $4.06M
|
282K
$27.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-42.1K- 48.82% |
$4M - $4.12M
|
44.1K
$4.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-42.8K- 66.79% |
$4.07M - $4.19M
|
21.3K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-43.6K- 12.7% |
$4.15M - $4.27M
|
300K
$29.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45.8K- 6.53% |
$4.35M - $4.48M
|
655K
$63.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-46.2K- 6.55% |
$4.4M - $4.53M
|
659K
$64.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-47.1K- 89.67% |
$4.48M - $4.61M
|
5.43K
$529K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-47.5K- 13.52% |
$4.52M - $4.65M
|
304K
$29.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-49K- 5.03% |
$4.66M - $4.8M
|
925K
$90.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-49K- 42.29% |
$4.66M - $4.8M
|
66.9K
$6.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-52.1K- 33.17% |
$4.96M - $5.1M
|
105K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
P/E Global LLC
|
SELL
|
- |
-52.4K- 10.12% |
$4.98M - $5.13M
|
465K
$45.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-55.5K- 11.12% |
$5.27M - $5.43M
|
443K
$43.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-58.6K- 60.5% |
$5.58M - $5.74M
|
38.3K
$3.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-59.5K- 22.32% |
$5.66M - $5.83M
|
207K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-62.3K- 86.29% |
$5.93M - $6.1M
|
9.9K
$965K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62.7K- 9.17% |
$5.97M - $6.14M
|
621K
$60.6M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-73.3KClosed |
$6.97M - $7.18M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-73.8K- 76.48% |
$7.02M - $7.23M
|
22.7K
$2.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-73.9K- 33.99% |
$7.03M - $7.24M
|
144K
$14M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-77.7K- 1.36% |
$7.39M - $7.61M
|
5.62M
$548M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-78.1K- 94.45% |
$7.43M - $7.65M
|
4.6K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-81.5K- 64.06% |
$7.75M - $7.98M
|
45.7K
$4.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-83.3K- 5.01% |
$7.92M - $8.15M
|
1.58M
$154M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-83.6K- 45.71% |
$7.95M - $8.19M
|
99.3K
$9.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-85.9K- 91.79% |
$8.17M - $8.41M
|
7.67K
$748K
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-87.4K- 14.39% |
$8.31M - $8.56M
|
520K
$50.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-88K- 30.21% |
$8.37M - $8.61M
|
203K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-88.9K- 8.12% |
$8.46M - $8.71M
|
1.01M
$98M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89.5K- 10.52% |
$8.51M - $8.76M
|
761K
$74.2M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-89.8K- 12.98% |
$8.54M - $8.79M
|
602K
$58.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustees Of The Smith College
|
SELL
|
- |
-99.4K- 72.34% |
$9.45M - $9.73M
|
38K
$3.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-99.6K- 72.49% |
$9.47M - $9.75M
|
37.8K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-101K- 51.51% |
$9.64M - $9.92M
|
95.4K
$9.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-102K- 1.67% |
$9.72M - $10M
|
6.02M
$587M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-105K- 17.76% |
$9.96M - $10.2M
|
485K
$47.2M
|