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 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40.8K+ 223.97% |
$3.88M - $4M
|
59K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
39.9K+ 15.49% |
$3.8M - $3.91M
|
297K
$28.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.8K+ 2.47% |
$3.78M - $3.9M
|
1.65M
$160M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
39.7K+ 18.22% |
$3.77M - $3.88M
|
257K
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
39.4K+ 7.49% |
$3.75M - $3.86M
|
565K
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
39.3K+ 19.76% |
$3.74M - $3.85M
|
238K
$23.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
38.2KNew |
$3.63M - $3.74M
|
38.2K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
37.6K+ 13.48% |
$3.57M - $3.68M
|
316K
$30.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$3.55M - $3.66M
|
37.4K
$3.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
37.2K+ 23.55% |
$3.54M - $3.64M
|
195K
$18.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.2K+ 10.71% |
$3.45M - $3.55M
|
374K
$36.3M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35.6K+ 16.41% |
$3.38M - $3.48M
|
252K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
35.3K+ 43.31% |
$3.36M - $3.46M
|
117K
$11.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
35.2K+ 10.43% |
$3.35M - $3.45M
|
373K
$36.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
34.9K+ 2.87% |
$3.32M - $3.42M
|
1.25M
$121M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
34.2KNew |
$3.25M - $3.35M
|
34.2K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
34.2KNew |
$3.25M - $3.34M
|
34.2K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
33.4K+ 16.7% |
$3.18M - $3.27M
|
234K
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
33.3K+ 3.74% |
$3.17M - $3.26M
|
924K
$89.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
33.1K+ 130.93% |
$3.15M - $3.24M
|
58.3K
$5.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
33K+ 24.58% |
$3.13M - $3.23M
|
167K
$16.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.7K+ 34.8% |
$3.11M - $3.2M
|
127K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
32.1KNew |
$3.05M - $3.14M
|
32.1K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32.1K+ 3.02% |
$3.05M - $3.14M
|
1.1M
$106M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
31.4KNew |
$2.99M - $3.08M
|
31.4K
$3.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
30.8K+ 198.21% |
$2.93M - $3.01M
|
46.3K
$4.48M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30.7KNew |
$2.92M - $3.01M
|
30.7K
$2.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
30K+ 8.27% |
$2.85M - $2.94M
|
393K
$38.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
29.9K+ 5.39% |
$2.84M - $2.92M
|
584K
$56.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.8K+ 10.9% |
$2.84M - $2.92M
|
303K
$29.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29.8K+ 5.31% |
$2.83M - $2.91M
|
590K
$57.2M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29.8K+ 5.31% |
$2.83M - $2.91M
|
590K
$57.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
29.7K+ 13.75% |
$2.83M - $2.91M
|
246K
$23.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29.1KNew |
$2.76M - $2.85M
|
29.1K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
28.7K+ 5.65% |
$2.73M - $2.81M
|
538K
$52.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
28.7K+ 9.37% |
$2.73M - $2.81M
|
334K
$32.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
27.9K+ 92.15% |
$2.66M - $2.74M
|
58.3K
$5.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
27.9KNew |
$2.65M - $2.73M
|
27.9K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
27.6K+ 30.78% |
$2.63M - $2.71M
|
117K
$11.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
27.6K+ 5.63% |
$2.62M - $2.7M
|
517K
$50M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
27.5KNew |
$2.61M - $2.69M
|
27.5K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
27.4KNew |
$2.61M - $2.68M
|
27.4K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.3KNew |
$2.59M - $2.67M
|
27.3K
$2.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
27.1K+ 7.05% |
$2.58M - $2.66M
|
412K
$39.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26.9K+ 6.93% |
$2.55M - $2.63M
|
415K
$40.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.7K+ 99.94% |
$2.54M - $2.62M
|
53.5K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26.5K+ 3.98% |
$2.52M - $2.59M
|
692K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 48.64% |
$2.51M - $2.59M
|
80.8K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26.3K+ 40.27% |
$2.5M - $2.58M
|
91.7K
$8.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
26K+ 8.87% |
$2.47M - $2.55M
|
319K
$30.9M
|