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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 0.98% |
$1.89M - $2M
|
1.98M
$192M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 9.02% |
$1.91M - $2.03M
|
201K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20.3K- 18.45% |
$1.96M - $2.07M
|
89.9K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21.1K- 5.11% |
$2.03M - $2.15M
|
391K
$38.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$58.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-21.5K- 66.55% |
$2.07M - $2.2M
|
10.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 2.36% |
$2.08M - $2.2M
|
891K
$86.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 1.8% |
$2.24M - $2.38M
|
1.27M
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 19.73% |
$2.29M - $2.42M
|
96.7K
$9.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.7K- 6.93% |
$2.67M - $2.83M
|
372K
$36.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28K- 2.87% |
$2.69M - $2.85M
|
947K
$92.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 35.65% |
$2.77M - $2.94M
|
52K
$5.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-29.3K- 8.71% |
$2.82M - $2.99M
|
307K
$29.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-29.3K- 11.66% |
$2.82M - $2.99M
|
222K
$21.7M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-29.5K- 38.66% |
$2.84M - $3.01M
|
46.8K
$4.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29.5K- 44.96% |
$2.84M - $3.01M
|
36.1K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 1.56% |
$2.88M - $3.05M
|
1.89M
$184M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-29.9K- 9.18% |
$2.88M - $3.05M
|
296K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-30.9K- 19.07% |
$2.98M - $3.15M
|
131K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.2K- 3.38% |
$3.01M - $3.19M
|
894K
$87M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31.8K- 58.72% |
$3.06M - $3.24M
|
22.3K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 3.93% |
$3.06M - $3.24M
|
776K
$75.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-33.3K- 6.94% |
$3.2M - $3.39M
|
446K
$43.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 28.99% |
$3.28M - $3.47M
|
83.4K
$8.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34.2K- 74.91% |
$3.3M - $3.49M
|
11.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
P/E Global LLC
|
SELL
|
- |
-37.5K- 8.05% |
$3.61M - $3.82M
|
428K
$41.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.3K- 25.5% |
$3.69M - $3.9M
|
112K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-39.8K- 6.04% |
$3.83M - $4.06M
|
620K
$60.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 2.73% |
$4.15M - $4.4M
|
1.54M
$150M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44.1K- 19.61% |
$4.24M - $4.49M
|
181K
$17.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-45.7K- 87.64% |
$4.4M - $4.66M
|
6.44K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 48.96% |
$4.49M - $4.76M
|
48.7K
$4.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.4K- 9.86% |
$4.57M - $4.84M
|
434K
$42.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-49.3K- 9.37% |
$4.75M - $5.03M
|
477K
$46.5M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-51.1K- 11.05% |
$4.92M - $5.21M
|
411K
$40.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.3K- 99.81% |
$4.94M - $5.23M
|
99
$9.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-51.4K- 65.85% |
$4.95M - $5.24M
|
26.7K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-51.7K- 34.08% |
$4.97M - $5.27M
|
100K
$9.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-53.9K- 60.79% |
$5.19M - $5.5M
|
34.8K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-55.5K- 5.37% |
$5.35M - $5.66M
|
979K
$95.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.5K- 1.14% |
$5.54M - $5.87M
|
4.98M
$485M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-63.4K- 86.36% |
$6.1M - $6.47M
|
10K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-65.2K- 3.75% |
$6.28M - $6.65M
|
1.67M
$163M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-66K- 47.5% |
$6.35M - $6.73M
|
72.9K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-66.7K- 4.71% |
$6.42M - $6.81M
|
1.35M
$131M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-67.1K- 89.68% |
$6.45M - $6.84M
|
7.71K
$751K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-83.7K- 14.67% |
$8.06M - $8.54M
|
487K
$47.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85.8K- 13.81% |
$8.26M - $8.75M
|
536K
$52.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-90.4K- 96.23% |
$8.7M - $9.22M
|
3.54K
$345K
|