Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-592- 0.16% |
$57K - $60.4K
|
377K
$36.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-595- 11.4% |
$57.3K - $60.7K
|
4.62K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-596- 3.96% |
$57.4K - $60.8K
|
14.5K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-596- 6.4% |
$57.4K - $60.8K
|
8.72K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-602- 19.6% |
$57.9K - $61.4K
|
2.47K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-604- 16.82% |
$58.1K - $61.6K
|
2.99K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-606- 2.75% |
$58.3K - $61.8K
|
21.5K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-610- 6.34% |
$58.7K - $62.2K
|
9.01K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-614- 11.56% |
$59.1K - $62.6K
|
4.7K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-624- 18.69% |
$60.1K - $63.6K
|
2.72K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-627- 29.58% |
$60.3K - $63.9K
|
1.49K
$145K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-629- 19.18% |
$60.5K - $64.1K
|
2.65K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-645- 3.01% |
$62.1K - $65.8K
|
20.8K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-655- 1.96% |
$63K - $66.8K
|
32.8K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-663- 0.85% |
$63.8K - $67.6K
|
77.6K
$7.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-665- 3.62% |
$64K - $67.8K
|
17.7K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-673- 35.44% |
$64.8K - $68.6K
|
1.23K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-674- 7.69% |
$64.9K - $68.7K
|
8.09K
$788K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-678- 5.74% |
$65.3K - $69.1K
|
11.1K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-684- 18.8% |
$65.8K - $69.8K
|
2.95K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-687- 0.96% |
$66.1K - $70.1K
|
71K
$6.92M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-687- 5.03% |
$66.1K - $70.1K
|
13K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-694- 0.06% |
$66.8K - $70.8K
|
1.19M
$116M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-700- 1.33% |
$67.4K - $71.4K
|
51.9K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 9.77% |
$68.6K - $72.7K
|
6.58K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-714- 21.77% |
$68.7K - $72.8K
|
2.57K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-716- 26.46% |
$68.9K - $73K
|
1.99K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-760- 6.85% |
$73.2K - $77.5K
|
10.3K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-763- 23.09% |
$73.4K - $77.8K
|
2.54K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-776- 0.36% |
$74.7K - $79.1K
|
217K
$21.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-780- 1.34% |
$75.1K - $79.5K
|
57.6K
$5.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-787- 17.13% |
$75.7K - $80.3K
|
3.81K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-793- 4.93% |
$76.3K - $80.9K
|
15.3K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-795- 6.58% |
$76.5K - $81.1K
|
11.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-801- 18.86% |
$77.1K - $81.7K
|
3.45K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-806- 7.59% |
$77.6K - $82.2K
|
9.82K
$956K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-830- 14.5% |
$79.9K - $84.6K
|
4.9K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-833- 2.84% |
$80.2K - $84.9K
|
28.5K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-833- 0.94% |
$80.2K - $84.9K
|
87.4K
$8.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-840- 27.7% |
$80.9K - $85.7K
|
2.19K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-864- 28.24% |
$83.2K - $88.1K
|
2.2K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-866- 96.98% |
$83.4K - $88.3K
|
27
$2.63K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-875- 0.48% |
$84.2K - $89.2K
|
180K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-894- 2.1% |
$86K - $91.2K
|
41.7K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-895- 6.21% |
$86.1K - $91.3K
|
13.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-926- 29.66% |
$89.1K - $94.4K
|
2.2K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-930- 1.74% |
$89.5K - $94.8K
|
52.6K
$5.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-957- 1.67% |
$92.1K - $97.6K
|
56.5K
$5.5M
|