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 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
359
New
$33.7K - $35.3K
359 $35.1K
Oct 24, 2023 Q3 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
356
+ 0.54%
$33.4K - $35K
66.6K $6.52M
Oct 16, 2023 Q3 2023
Pfw Advisors LLC

Atlanta, GA
BUY
 -
345
+ 0.5%
$32.4K - $34K
68.8K $6.73M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
337
+ 2.86%
$31.6K - $33.2K
12.1K $1.18M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
336
+ 3.7%
$31.5K - $33.1K
9.42K $921K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
326
+ 8.71%
$30.6K - $32.1K
4.07K $398K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
326
+ 2.28%
$30.6K - $32.1K
14.7K $1.43M
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
324
+ 3.2%
$30.4K - $31.9K
10.4K $1.02M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
321
+ 1.78%
$30.1K - $31.6K
18.3K $1.79M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
320
+ 18.97%
$30K - $31.5K
2.01K $196K
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
308
+ 0.86%
$28.9K - $30.3K
36K $3.52M
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
305
+ 6.02%
$28.6K - $30K
5.37K $525K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
299
+ 5.54%
$28.1K - $29.4K
5.7K $557K
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
299
+ 1.09%
$28.1K - $29.4K
27.7K $2.71M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
297
+ 11.95%
$27.9K - $29.2K
2.78K $272K
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
292
+ 2.29%
$27.4K - $28.7K
13K $1.27M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
292
+ 9.05%
$27.4K - $28.7K
3.52K $344K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
287
+ 0.58%
$26.9K - $28.2K
50.1K $4.9M
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
286
+ 0.23%
$26.8K - $28.2K
124K $12.1M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
285
+ 1.96%
$26.7K - $28.1K
14.8K $1.45M
Oct 12, 2023 Q3 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
284
+ 5.07%
$26.7K - $28K
5.89K $576K
Nov 13, 2023 Q3 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
284
+ 5.98%
$26.7K - $28K
5.04K $493K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
280
+ 2.59%
$26.3K - $27.6K
11.1K $1.09M
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
279
+ 1.39%
$26.2K - $27.5K
20.4K $2M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
275
+ 3.29%
$25.8K - $27.1K
8.63K $844K
Oct 10, 2023 Q3 2023
Regal Wealth Group, Inc.

BUY
 -
272
+ 0.49%
$25.5K - $26.8K
55.5K $5.43M
Oct 19, 2023 Q3 2023
Dohj, LLC

Seattle, WA
BUY
 -
271
+ 0.55%
$25.4K - $26.7K
49.4K $4.83M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
262
+ 4.68%
$24.6K - $25.8K
5.86K $573K
Nov 06, 2023 Q3 2023
Retirement Systems Of Alabama

BUY
 -
245
+ 1.19%
$23K - $24.1K
20.9K $2.04M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
243
+ 60.9%
$22.8K - $23.9K
642 $62.8K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
240
+ 0.67%
$22.5K - $23.6K
35.9K $3.51M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
229
+ 0.19%
$21.5K - $22.5K
118K $11.6M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
225
+ 9.6%
$21.1K - $22.1K
2.57K $251K
Oct 16, 2023 Q3 2023
Financial Services Advisory Inc

BUY
 -
224
+ 8.55%
$21K - $22K
2.85K $278K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
224
+ 16.46%
$21K - $22K
1.59K $155K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
220
+ 3.12%
$20.6K - $21.7K
7.26K $710K
Nov 13, 2023 Q3 2023
Nyl Investors LLC

New York, NY
BUY
 -
200
+ 0.63%
$18.8K - $19.7K
31.8K $3.11M
Nov 13, 2023 Q3 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
200
+ 6.02%
$18.8K - $19.7K
3.52K $344K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
199
+ 8.5%
$18.7K - $19.6K
2.54K $248K
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
197
+ 3.55%
$18.5K - $19.4K
5.75K $562K
Oct 18, 2023 Q3 2023
Hanlon Investment Management, Inc.

BUY
 -
196
+ 3.5%
$18.4K - $19.3K
5.8K $567K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
188
+ 0.97%
$17.6K - $18.5K
19.6K $1.92M
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
181
+ 3.36%
$17K - $17.8K
5.56K $544K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
180
+ 5.53%
$16.9K - $17.7K
3.43K $336K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
176
+ 0.5%
$16.5K - $17.3K
35.3K $3.45M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
175
New
$16.4K - $17.2K
175 $17.1K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
167
+ 29.77%
$15.7K - $16.4K
728 $71.2K
Oct 27, 2023 Q3 2023
Bellwether Advisors, LLC

BUY
 -
164
+ 0.8%
$15.4K - $16.1K
20.8K $2.03M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
164
New
$15.4K - $16.1K
164 $16K

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