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
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
163
New
$15.3K - $16K
163 $15.9K
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
163
+ 3.29%
$15.3K - $16K
5.11K $500K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
153
+ 10.04%
$14.4K - $15.1K
1.68K $164K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
152
+ 7.57%
$14.3K - $15K
2.16K $211K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
150
+ 16.67%
$14.1K - $14.8K
1.05K $103K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
147
+ 3.53%
$13.8K - $14.5K
4.32K $422K
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
145
+ 5.34%
$13.6K - $14.3K
2.86K $280K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
142
New
$13.3K - $14K
142 $13.9K
Oct 26, 2023 Q3 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
140
+ 3.07%
$13.1K - $13.8K
4.7K $460K
Oct 13, 2023 Q3 2023
Hengehold Capital Management LLC

BUY
 -
138
+ 4.59%
$13K - $13.6K
3.14K $308K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
137
+ 7.44%
$12.9K - $13.5K
1.98K $194K
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
136
+ 4.57%
$12.8K - $13.4K
3.11K $304K
Oct 30, 2023 Q3 2023
Redw Wealth LLC

BUY
 -
135
+ 0.77%
$12.7K - $13.3K
17.6K $1.72M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
130
+ 5.85%
$12.2K - $12.8K
2.35K $230K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
130
+ 2.67%
$12.2K - $12.8K
4.99K $488K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
130
+ 276.6%
$12.2K - $12.8K
177 $17.3K
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
126
+ 2.01%
$11.8K - $12.4K
6.41K $627K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
124
+ 1.23%
$11.6K - $12.2K
10.2K $1M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
124
+ 11.42%
$11.6K - $12.2K
1.21K $118K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
123
+ 3075.0%
$11.5K - $12.1K
127 $12.4K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
123
+ 109.82%
$11.5K - $12.1K
235 $23K
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
121
+ 3.22%
$11.4K - $11.9K
3.88K $380K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
121
+ 1.31%
$11.4K - $11.9K
9.34K $913K
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
116
New
$10.9K - $11.4K
116 $11.3K
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
116
+ 0.25%
$10.9K - $11.4K
45.9K $4.49M
Oct 27, 2023 Q3 2023
Brickley Wealth Management

BUY
 -
110
+ 4.38%
$10.3K - $10.8K
2.62K $257K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
106
+ 0.81%
$9.95K - $10.4K
13.2K $1.29M
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
102
+ 0.03%
$9.57K - $10K
295K $28.9M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
102
+ 0.37%
$9.57K - $10K
27.8K $2.72M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
+ 49.75%
$9.39K - $9.84K
301 $29.4K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
99
+ 430.43%
$9.29K - $9.74K
122 $11.9K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
98
+ 10.56%
$9.2K - $9.65K
1.03K $100K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
91
+ 0.61%
$8.54K - $8.96K
15K $1.47M
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
89
+ 0.85%
$8.35K - $8.76K
10.6K $1.03M
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
88
+ 0.98%
$8.26K - $8.66K
9.1K $890K
Nov 06, 2023 Q3 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
88
+ 1.56%
$8.26K - $8.66K
5.73K $560K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
83
+ 0.61%
$7.79K - $8.17K
13.6K $1.33M
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
80
+ 6.59%
$7.51K - $7.87K
1.29K $127K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
79
+ 1.14%
$7.41K - $7.78K
7.02K $687K
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
76
+ 2.53%
$7.13K - $7.48K
3.08K $301K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
75
+ 1.54%
$7.04K - $7.38K
4.94K $483K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
74
+ 0.42%
$6.94K - $7.28K
17.8K $1.74M
Nov 13, 2023 Q3 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
73
+ 0.37%
$6.85K - $7.19K
19.7K $1.93M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
70
+ 21.94%
$6.57K - $6.89K
389 $38K
Nov 13, 2023 Q3 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
67
+ 1.71%
$6.29K - $6.59K
3.98K $390K
Oct 10, 2023 Q3 2023
Long Run Wealth Advisors, LLC

BUY
 -
66
+ 0.33%
$6.19K - $6.5K
20K $1.96M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
66
+ 8.48%
$6.19K - $6.5K
844 $82.6K
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
63
+ 0.99%
$5.91K - $6.2K
6.45K $630K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
60
+ 1.35%
$5.63K - $5.91K
4.51K $441K

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