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 |
|---|---|---|---|---|---|---|---|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.78K+ 9.71% |
$260K - $273K
|
31.4K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.69KNew |
$253K - $265K
|
2.69K
$271K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.67K+ 102.14% |
$251K - $263K
|
5.28K
$532K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.67K+ 13.49% |
$250K - $263K
|
22.4K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$245K - $257K
|
2.61K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$245K - $257K
|
2.61K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 10.53% |
$244K - $256K
|
27.3K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.55K+ 19.0% |
$240K - $251K
|
16K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.55K+ 4.73% |
$239K - $251K
|
56.3K
$5.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.54KNew |
$238K - $250K
|
2.54K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.52K+ 80.41% |
$237K - $248K
|
5.66K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.52K+ 0.34% |
$236K - $248K
|
737K
$74.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.49KNew |
$234K - $245K
|
2.49K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.48K+ 75.05% |
$233K - $244K
|
5.79K
$583K
|
|
|
Oct 11, 2023
Q3 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
2.45K+ 1.7% |
$230K - $241K
|
146K
$14.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.43K+ 5.98% |
$228K - $239K
|
43.1K
$4.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.42K+ 44.1% |
$227K - $238K
|
7.91K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.4K+ 12.83% |
$226K - $237K
|
21.1K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 149.47% |
$225K - $236K
|
4.01K
$404K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
2.38K+ 108.92% |
$223K - $234K
|
4.57K
$460K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.37K+ 18.3% |
$222K - $233K
|
15.3K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.36KNew |
$221K - $232K
|
2.36K
$238K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.35KNew |
$220K - $231K
|
2.35K
$236K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2.31K+ 8.36% |
$217K - $227K
|
29.9K
$3.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.29K+ 7.01% |
$215K - $226K
|
35K
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.27K+ 30.7% |
$213K - $224K
|
9.68K
$974K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.27KNew |
$213K - $223K
|
2.27K
$228K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$211K - $222K
|
2.25K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.24KNew |
$210K - $221K
|
2.24K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.21K+ 4.48% |
$207K - $217K
|
51.5K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.2K+ 5.32% |
$206K - $217K
|
43.6K
$4.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.18K+ 5.7% |
$205K - $215K
|
40.5K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.18K+ 2.97% |
$205K - $215K
|
75.7K
$7.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 6.52% |
$205K - $215K
|
35.6K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.16K+ 13.1% |
$202K - $212K
|
18.6K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.12K+ 35.58% |
$198K - $208K
|
8.06K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.11K+ 12.6% |
$198K - $208K
|
18.9K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
2.1K+ 1.2% |
$197K - $207K
|
177K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.1K+ 7.44% |
$197K - $207K
|
30.3K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.1K+ 3.37% |
$197K - $207K
|
64.4K
$6.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.08K+ 1.23% |
$195K - $205K
|
172K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
2.06K+ 44.1% |
$193K - $202K
|
6.72K
$676K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.05K+ 17.0% |
$192K - $202K
|
14.1K
$1.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.04K+ 47.43% |
$192K - $201K
|
6.34K
$639K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.02K+ 13.34% |
$189K - $198K
|
17.1K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.01K+ 8.47% |
$189K - $198K
|
25.8K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.99K+ 13.32% |
$187K - $196K
|
17K
$1.71M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.97K+ 2.41% |
$185K - $194K
|
84K
$8.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.95K+ 19.3% |
$183K - $192K
|
12K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.94K+ 527.17% |
$182K - $191K
|
2.31K
$232K
|