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 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
642+ 6.43% |
$60.3K - $63.2K
|
10.6K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
639+ 4.91% |
$60K - $62.9K
|
13.6K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
629+ 12.37% |
$59K - $61.9K
|
5.72K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
629+ 8.79% |
$59K - $61.9K
|
7.78K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
627+ 1.75% |
$58.8K - $61.7K
|
36.4K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
610+ 19.53% |
$57.2K - $60K
|
3.73K
$365K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
600New |
$56.3K - $59.1K
|
600
$58.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
596+ 4.81% |
$55.9K - $58.7K
|
13K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
591+ 7.79% |
$55.5K - $58.2K
|
8.18K
$800K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
590+ 13.26% |
$55.4K - $58.1K
|
5.04K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
587+ 4.72% |
$55.1K - $57.8K
|
13K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
570+ 11.09% |
$53.5K - $56.1K
|
5.71K
$558K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
566+ 44.22% |
$53.1K - $55.7K
|
1.85K
$181K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
560+ 1.87% |
$52.6K - $55.1K
|
30.4K
$2.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
555+ 15.49% |
$52.1K - $54.6K
|
4.14K
$405K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
546+ 64.31% |
$51.2K - $53.7K
|
1.4K
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
545+ 11.04% |
$51.1K - $53.6K
|
5.48K
$536K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
543+ 2.47% |
$51K - $53.4K
|
22.5K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$49.7K - $52.2K
|
530
$51.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
527+ 4.5% |
$49.5K - $51.9K
|
12.2K
$1.2M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
519+ 3.86% |
$48.7K - $51.1K
|
14K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
510+ 9.77% |
$47.9K - $50.2K
|
5.73K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
506+ 0.8% |
$47.5K - $49.8K
|
63.4K
$6.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
504+ 5.71% |
$47.3K - $49.6K
|
9.32K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
495+ 14.41% |
$46.5K - $48.7K
|
3.93K
$384K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
493+ 7.76% |
$46.3K - $48.5K
|
6.85K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
490New |
$46K - $48.2K
|
490
$47.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
483+ 3.67% |
$45.3K - $47.5K
|
13.6K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
476+ 8.62% |
$44.7K - $46.9K
|
6K
$587K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
476+ 9.14% |
$44.7K - $46.9K
|
5.69K
$556K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460+ 5.67% |
$43.2K - $45.3K
|
8.58K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
457+ 5.67% |
$42.9K - $45K
|
8.52K
$833K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
452+ 16.05% |
$42.4K - $44.5K
|
3.27K
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
452+ 22600.0% |
$42.4K - $44.5K
|
454
$44.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
450New |
$42.2K - $44.3K
|
450
$44K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
450+ 5.45% |
$42.2K - $44.3K
|
8.71K
$852K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
433+ 0.32% |
$40.6K - $42.6K
|
135K
$13.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
432+ 2.85% |
$40.5K - $42.5K
|
15.6K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
432+ 0.71% |
$40.5K - $42.5K
|
61.1K
$5.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
428+ 139.87% |
$40.2K - $42.1K
|
734
$71.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
425+ 1.51% |
$39.9K - $41.8K
|
28.5K
$2.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
416+ 2.17% |
$39K - $40.9K
|
19.6K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
414+ 69.0% |
$38.9K - $40.8K
|
1.01K
$99.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
404+ 52.6% |
$37.9K - $39.8K
|
1.17K
$115K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
398+ 3.9% |
$37.4K - $39.2K
|
10.6K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
391+ 5.02% |
$36.7K - $38.5K
|
8.18K
$800K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
378+ 18.47% |
$35.5K - $37.2K
|
2.43K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
377+ 2.1% |
$35.4K - $37.1K
|
18.3K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
364+ 3.44% |
$34.2K - $35.8K
|
10.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
360+ 1.39% |
$33.8K - $35.4K
|
26.2K
$2.56M
|