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 |
|---|---|---|---|---|---|---|---|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.87K+ 25.29% |
$175K - $184K
|
9.25K
$905K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.86K+ 56.47% |
$174K - $183K
|
5.15K
$504K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.85KNew |
$174K - $182K
|
1.85K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.85K+ 519.38% |
$174K - $182K
|
2.21K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.83K+ 80.75% |
$172K - $180K
|
4.1K
$401K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.81K+ 71.72% |
$170K - $178K
|
4.34K
$425K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.78K+ 27.68% |
$167K - $175K
|
8.22K
$804K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.77K+ 11.63% |
$166K - $175K
|
17K
$1.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.77K+ 6.53% |
$166K - $174K
|
28.8K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.76K+ 16.41% |
$165K - $173K
|
12.5K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.76K+ 4.2% |
$165K - $173K
|
43.5K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.73K+ 28.54% |
$162K - $170K
|
7.78K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.71K+ 77.72% |
$161K - $169K
|
3.92K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.71K+ 3.13% |
$160K - $168K
|
56.2K
$5.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.7K+ 7.64% |
$159K - $167K
|
23.9K
$2.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.69K+ 2.37% |
$159K - $167K
|
73.1K
$7.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.69K+ 22.36% |
$159K - $167K
|
9.26K
$906K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
1.69K+ 4.45% |
$159K - $166K
|
39.7K
$3.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.67K+ 1.98% |
$157K - $164K
|
86.1K
$8.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.66K+ 11.76% |
$156K - $164K
|
15.8K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.63K+ 8.53% |
$153K - $160K
|
20.7K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.62K+ 30.61% |
$152K - $160K
|
6.92K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 27.87% |
$149K - $157K
|
7.3K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.59K+ 4.1% |
$149K - $156K
|
40.4K
$3.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.56K+ 18.37% |
$146K - $153K
|
10K
$982K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.54K+ 0.69% |
$145K - $152K
|
224K
$21.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.51K+ 12.64% |
$142K - $149K
|
13.5K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.46K+ 2.53% |
$137K - $144K
|
59.1K
$5.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.45K+ 39.63% |
$136K - $142K
|
5.1K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.41K+ 20.88% |
$132K - $139K
|
8.17K
$799K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.4K+ 34.87% |
$131K - $138K
|
5.42K
$530K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
1.32K+ 3.18% |
$124K - $130K
|
42.9K
$4.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.32K+ 0.37% |
$124K - $130K
|
355K
$34.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.31K+ 17.17% |
$123K - $129K
|
8.96K
$876K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.29K+ 153.2% |
$121K - $127K
|
2.14K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
1.26K+ 0.95% |
$118K - $124K
|
134K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.23K+ 0.22% |
$116K - $121K
|
550K
$53.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 0.49% |
$116K - $121K
|
255K
$24.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
1.2K+ 3.84% |
$113K - $118K
|
32.5K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.19K+ 9.09% |
$112K - $117K
|
14.3K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.18K+ 32.61% |
$111K - $116K
|
4.81K
$471K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 19.69% |
$108K - $113K
|
7K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.15K+ 5.98% |
$108K - $113K
|
20.4K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.14K+ 0.45% |
$107K - $112K
|
253K
$24.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.1K+ 38.69% |
$104K - $109K
|
3.95K
$387K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.09K+ 2.83% |
$103K - $108K
|
39.7K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.09K+ 21.84% |
$102K - $107K
|
6.09K
$595K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.08K+ 13.47% |
$102K - $107K
|
9.12K
$892K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 25.75% |
$100K - $105K
|
5.22K
$510K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.04K+ 7.89% |
$97.2K - $102K
|
14.2K
$1.39M
|