Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.38K+ 7.26% |
$317K - $332K
|
49.9K
$4.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.29K+ 4.91% |
$309K - $324K
|
70.3K
$6.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
3.26K+ 51.68% |
$305K - $320K
|
9.55K
$941K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.24KNew |
$304K - $319K
|
3.24K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.23K+ 22.74% |
$303K - $318K
|
17.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
3.21K+ 3.66% |
$301K - $316K
|
90.9K
$8.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.2K+ 22.74% |
$301K - $315K
|
17.3K
$1.7M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.19KNew |
$300K - $314K
|
3.19K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 1.69% |
$299K - $314K
|
192K
$18.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.18K+ 1.73% |
$299K - $313K
|
188K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.17K+ 15.41% |
$297K - $312K
|
23.7K
$2.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.15K+ 2.54% |
$296K - $310K
|
127K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.15KNew |
$295K - $310K
|
3.15K
$310K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.12KNew |
$293K - $307K
|
3.12K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.12K+ 56.83% |
$293K - $307K
|
8.62K
$849K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.11KNew |
$292K - $307K
|
3.11K
$307K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.11K+ 11.15% |
$292K - $306K
|
31K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.1K+ 5.84% |
$291K - $306K
|
56.2K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.1K+ 1.09% |
$291K - $306K
|
289K
$28.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.1K+ 2.62% |
$291K - $305K
|
121K
$12M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 3.43% |
$290K - $305K
|
93.4K
$9.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.08KNew |
$289K - $303K
|
3.08K
$304K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.07K+ 7.54% |
$288K - $302K
|
43.7K
$4.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04K+ 44.97% |
$286K - $300K
|
9.81K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
BUY
|
- |
3.04K+ 8.09% |
$285K - $299K
|
40.6K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.03KNew |
$285K - $298K
|
3.03K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.01K+ 5.83% |
$283K - $297K
|
54.7K
$5.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 1.42% |
$282K - $296K
|
214K
$21.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.98K+ 56.34% |
$280K - $293K
|
8.27K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.97K+ 17.33% |
$279K - $292K
|
20.1K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.97K+ 23.01% |
$278K - $292K
|
15.9K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.9K+ 4.27% |
$272K - $285K
|
70.8K
$6.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.9K+ 2.27% |
$272K - $285K
|
130K
$12.9M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
2.89K+ 6.33% |
$271K - $284K
|
48.5K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.85K+ 38.01% |
$267K - $281K
|
10.3K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.85KNew |
$267K - $280K
|
2.85K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.84K+ 9.21% |
$267K - $280K
|
33.7K
$3.32M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.83KNew |
$265K - $278K
|
2.83K
$279K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.82K+ 3.92% |
$264K - $277K
|
74.7K
$7.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.8KNew |
$263K - $276K
|
2.8K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
2.8KNew |
$262K - $275K
|
2.8K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$261K - $274K
|
2.79K
$274K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.78KNew |
$260K - $273K
|
2.78K
$273K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.78K+ 9.71% |
$260K - $273K
|
31.4K
$3.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.69KNew |
$253K - $265K
|
2.69K
$265K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.67K+ 102.14% |
$251K - $263K
|
5.28K
$520K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.67K+ 13.49% |
$250K - $263K
|
22.4K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$245K - $257K
|
2.61K
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$245K - $257K
|
2.61K
$257K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 10.53% |
$244K - $256K
|
27.3K
$2.68M
|