Purchases and Sales Made in Q3 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
1.03K
+ 7.4%
$96.2K - $101K
14.9K $1.46M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.02K
+ 966.04%
$96.1K - $101K
1.13K $111K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.02K
New
$95.4K - $100K
1.02K $100K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.01K
+ 1.27%
$94.5K - $99.1K
80.1K $7.89M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
999
+ 12.49%
$93.8K - $98.3K
9K $886K
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
976
+ 27.54%
$91.6K - $96.1K
4.52K $445K
Nov 14, 2023 Q3 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
975
+ 1.55%
$91.5K - $96K
63.7K $6.28M
Oct 13, 2023 Q3 2023
Ti Trust, Inc

BUY
 -
967
+ 2.46%
$90.8K - $95.2K
40.3K $3.97M
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
950
+ 4.96%
$89.2K - $93.5K
20.1K $1.98M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
936
+ 6.13%
$87.8K - $92.1K
16.2K $1.6M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
919
+ 6.24%
$86.2K - $90.5K
15.6K $1.54M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
916
+ 5.99%
$86K - $90.2K
16.2K $1.6M
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
914
+ 2.06%
$85.8K - $90K
45.4K $4.47M
Oct 20, 2023 Q3 2023
Bremer Bank National Association

BUY
 -
912
+ 17.37%
$85.6K - $89.8K
6.16K $607K
Nov 07, 2023 Q3 2023
Ledyard National Bank

BUY
 -
911
+ 18.56%
$85.5K - $89.7K
5.82K $573K
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
879
+ 2.37%
$82.5K - $86.5K
38K $3.74M
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
869
+ 38.55%
$81.6K - $85.5K
3.12K $308K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
866
+ 74.59%
$81.3K - $85.2K
2.03K $200K
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
864
+ 10.9%
$81.1K - $85K
8.79K $866K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
864
New
$81.1K - $85K
864 $85.1K
Oct 24, 2023 Q3 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
850
+ 1.92%
$79.8K - $83.7K
45.1K $4.44M
Oct 12, 2023 Q3 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
847
+ 26.43%
$79.5K - $83.4K
4.05K $399K
Nov 02, 2023 Q3 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
824
+ 3.66%
$77.3K - $81.1K
23.4K $2.3M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
816
+ 6.92%
$76.6K - $80.3K
12.6K $1.24M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
814
+ 32.09%
$76.4K - $80.1K
3.35K $330K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
804
+ 6.2%
$75.5K - $79.1K
13.8K $1.36M
Oct 20, 2023 Q3 2023
Plimoth Trust CO LLC

BUY
 -
800
+ 1.45%
$75.1K - $78.7K
56.1K $5.52M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
787
+ 4.82%
$73.9K - $77.5K
17.1K $1.69M
Nov 09, 2023 Q3 2023
Investment House LLC

Las Vegas, NV
BUY
 -
784
+ 2.7%
$73.6K - $77.2K
29.8K $2.93M
Oct 10, 2023 Q3 2023
Range Financial Group LLC

BUY
 -
779
+ 6.89%
$73.1K - $76.7K
12.1K $1.19M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
779
+ 5.18%
$73.1K - $76.7K
15.8K $1.56M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
773
+ 18.04%
$72.5K - $76.1K
5.06K $498K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
769
+ 3.47%
$72.2K - $75.7K
22.9K $2.26M
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
748
+ 10.05%
$70.2K - $73.6K
8.19K $807K
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
741
+ 4.41%
$69.5K - $72.9K
17.5K $1.73M
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
727
+ 20.08%
$68.2K - $71.6K
4.35K $428K
Nov 13, 2023 Q3 2023
Campbell Wealth Management

BUY
 -
717
+ 0.11%
$67.3K - $70.6K
678K $66.8M
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
711
+ 6.98%
$66.7K - $70K
10.9K $1.07M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
702
+ 13.28%
$65.9K - $69.1K
5.99K $590K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
689
+ 5.33%
$64.7K - $67.8K
13.6K $1.34M
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
678
+ 1.11%
$63.6K - $66.7K
61.7K $6.07M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
665
New
$62.4K - $65.5K
665 $65.5K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
663
+ 15.48%
$62.2K - $65.3K
4.95K $487K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
663
+ 20.98%
$62.2K - $65.3K
3.82K $377K
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
663
+ 1.72%
$62.2K - $65.3K
39.3K $3.87M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
653
+ 633.98%
$61.3K - $64.3K
756 $74.5K
Oct 19, 2023 Q3 2023
Vaughan & CO Securities, Inc.

BUY
 -
646
+ 15.1%
$60.6K - $63.6K
4.92K $485K
Oct 16, 2023 Q3 2023
Epic Trust Investment Advisors, LLC

BUY
 -
644
+ 11.43%
$60.4K - $63.4K
6.28K $618K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
642
+ 6.43%
$60.3K - $63.2K
10.6K $1.05M

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