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 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-963- 9.0% |
$92.7K - $98.2K
|
9.74K
$948K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-965- 12.66% |
$92.9K - $98.4K
|
6.66K
$648K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-986- 16.97% |
$94.9K - $101K
|
4.83K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-986- 24.41% |
$94.9K - $101K
|
3.05K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.01K- 10.21% |
$97.6K - $103K
|
8.92K
$869K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.02K- 4.9% |
$97.7K - $104K
|
19.7K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.03K- 20.07% |
$98.8K - $105K
|
4.09K
$398K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.04K- 9.33% |
$100K - $106K
|
10.1K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.13K- 31.24% |
$108K - $115K
|
2.48K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.13K- 11.64% |
$108K - $115K
|
8.55K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 3.25% |
$109K - $115K
|
33.6K
$3.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.14K- 1.43% |
$109K - $116K
|
78.4K
$7.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15K- 23.08% |
$110K - $117K
|
3.82K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.16K- 3.53% |
$111K - $118K
|
31.6K
$3.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.18K- 11.34% |
$113K - $120K
|
9.2K
$896K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 9.27% |
$121K - $128K
|
12.3K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.28K- 1.64% |
$123K - $131K
|
77K
$7.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.29K- 4.6% |
$124K - $131K
|
26.7K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 2.39% |
$127K - $134K
|
53.6K
$5.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.32K- 1.69% |
$127K - $135K
|
77.1K
$7.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.36K- 9.16% |
$131K - $139K
|
13.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.37K- 5.65% |
$131K - $139K
|
22.8K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.35% |
$134K - $142K
|
102K
$9.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.42K- 19.01% |
$136K - $145K
|
6.04K
$588K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.43K- 6.51% |
$138K - $146K
|
20.5K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.43K- 9.02% |
$138K - $146K
|
14.4K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.44K- 25.47% |
$139K - $147K
|
4.21K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.45K- 4.12% |
$139K - $147K
|
33.6K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.47K- 8.64% |
$141K - $150K
|
15.5K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.48K- 7.24% |
$142K - $151K
|
18.9K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.48K- 31.96% |
$142K - $151K
|
3.15K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.52K- 20.46% |
$146K - $155K
|
5.91K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.52K- 31.51% |
$146K - $155K
|
3.3K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.53K- 27.69% |
$147K - $156K
|
4K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 9.06% |
$148K - $156K
|
15.4K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.54K- 12.25% |
$148K - $157K
|
11K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.56K- 23.07% |
$150K - $159K
|
5.19K
$505K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.56K- 2.79% |
$150K - $159K
|
54.3K
$5.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.57K- 20.59% |
$151K - $160K
|
6.06K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 62.77% |
$156K - $165K
|
961
$93.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.68K- 32.53% |
$162K - $172K
|
3.49K
$340K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.69K- 15.24% |
$163K - $172K
|
9.4K
$915K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.7K- 15.37% |
$164K - $173K
|
9.37K
$912K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.77K- 6.71% |
$170K - $181K
|
24.6K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.79K- 49.2% |
$172K - $182K
|
1.84K
$180K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.82K- 15.29% |
$175K - $186K
|
10.1K
$983K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.85K- 2.68% |
$178K - $189K
|
67.2K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.87K- 4.63% |
$180K - $191K
|
38.5K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.88K- 13.37% |
$181K - $191K
|
12.2K
$1.18M
|