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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.77% |
$375 - $394
|
522
$51.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.2% |
$282 - $295
|
1.54K
$152K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.58% |
$282 - $295
|
193
$19K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.14% |
$188 - $197
|
1.42K
$140K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$188 - $197
|
2.26K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.96% |
$188 - $197
|
211
$20.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.1% |
$93.9 - $98.4
|
1.01K
$99.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.0% |
$93.9 - $98.4
|
57.5K
$5.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.43% |
$93.9 - $98.4
|
236
$23.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.08% |
$93.9 - $98.4
|
1.28K
$126K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.44% |
$93.9 - $98.4
|
227
$22.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 2.08% |
$93.9 - $98.4
|
49
$4.83K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.03% |
$93.9 - $98.4
|
3.32K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.01% |
$93.9 - $98.4
|
7.15K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 2.7% |
$93.9 - $98.4
|
38
$3.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$93.9 - $98.4
|
3.65K
$359K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.79% |
$93.9 - $98.4
|
127
$12.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1- 0.01% |
$93.9 - $98.4
|
8.45K
$832K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 1.87% |
$188 - $197
|
105
$10.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-3- 0.19% |
$282 - $295
|
1.55K
$153K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.18% |
$375 - $394
|
2.19K
$216K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.04% |
$469 - $492
|
11.7K
$1.15M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-5- 0.05% |
$469 - $492
|
10.9K
$1.07M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5- 0.04% |
$469 - $492
|
14.2K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-7- 0.19% |
$657 - $689
|
3.62K
$357K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-9- 0.24% |
$845 - $886
|
3.76K
$370K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.17% |
$845 - $886
|
5.19K
$511K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10- 0.25% |
$939 - $984
|
3.92K
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.08% |
$1.13K - $1.18K
|
15.2K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-13- 0.37% |
$1.22K - $1.28K
|
3.47K
$341K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.38% |
$1.22K - $1.28K
|
3.38K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14- 0.29% |
$1.31K - $1.38K
|
4.78K
$470K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-15- 0.67% |
$1.41K - $1.48K
|
2.21K
$218K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-17- 4.0% |
$1.6K - $1.67K
|
408
$40.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-18- 0.33% |
$1.69K - $1.77K
|
5.49K
$541K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-21- 0.23% |
$1.97K - $2.07K
|
8.98K
$885K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-21- 0.45% |
$1.97K - $2.07K
|
4.62K
$455K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-22- 10.05% |
$2.06K - $2.17K
|
197
$19.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-24- 0.61% |
$2.25K - $2.36K
|
3.91K
$385K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25- 0.8% |
$2.35K - $2.46K
|
3.09K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 0.21% |
$2.35K - $2.46K
|
12.1K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-26- 0.96% |
$2.44K - $2.56K
|
2.68K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 0.58% |
$2.44K - $2.56K
|
4.46K
$440K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-29- 1.18% |
$2.72K - $2.85K
|
2.44K
$240K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-30- 17.44% |
$2.82K - $2.95K
|
142
$14K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-32- 0.08% |
$3K - $3.15K
|
37.7K
$3.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-32- 1.37% |
$3K - $3.15K
|
2.3K
$227K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-32- 1.36% |
$3K - $3.15K
|
2.32K
$228K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-34- 0.72% |
$3.19K - $3.35K
|
4.66K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$887
|