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 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$887
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-41- 0.23% |
$3.85K - $4.04K
|
18K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-41- 1.29% |
$3.85K - $4.04K
|
3.13K
$308K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-43- 0.51% |
$4.04K - $4.23K
|
8.47K
$835K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-43- 24.02% |
$4.04K - $4.23K
|
136
$13.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-44- 0.65% |
$4.13K - $4.33K
|
6.74K
$664K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-45- 1.14% |
$4.22K - $4.43K
|
3.9K
$384K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-45- 0.84% |
$4.22K - $4.43K
|
5.29K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-45- 19.82% |
$4.22K - $4.43K
|
182
$17.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-46- 3.39% |
$4.32K - $4.53K
|
1.31K
$129K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-48- 0.41% |
$4.5K - $4.72K
|
11.7K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 1.89% |
$4.69K - $4.92K
|
2.6K
$256K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51- 3.07% |
$4.79K - $5.02K
|
1.61K
$159K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-52- 1.8% |
$4.88K - $5.12K
|
2.83K
$279K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-55- 0.03% |
$5.16K - $5.41K
|
182K
$17.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-58- 0.63% |
$5.44K - $5.71K
|
9.17K
$903K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 0.13% |
$5.63K - $5.91K
|
45.2K
$4.46M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-61- 1.31% |
$5.72K - $6K
|
4.6K
$453K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-64- 0.39% |
$6.01K - $6.3K
|
16.5K
$1.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-66- 0.13% |
$6.19K - $6.5K
|
51.6K
$5.09M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.29% |
$6.29K - $6.59K
|
5.11K
$504K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 2.76% |
$6.57K - $6.89K
|
2.46K
$243K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-71- 1.58% |
$6.66K - $6.99K
|
4.44K
$437K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-72- 0.1% |
$6.76K - $7.09K
|
72.7K
$7.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-74- 1.42% |
$6.94K - $7.28K
|
5.14K
$506K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-78- 3.0% |
$7.32K - $7.68K
|
2.52K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-79- 1.43% |
$7.41K - $7.78K
|
5.43K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-79- 3.02% |
$7.41K - $7.78K
|
2.53K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-80- 0.58% |
$7.51K - $7.87K
|
13.7K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-81- 2.41% |
$7.6K - $7.97K
|
3.28K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-81- 0.39% |
$7.6K - $7.97K
|
20.7K
$2.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-85- 3.83% |
$7.98K - $8.37K
|
2.14K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-92- 2.07% |
$8.63K - $9.06K
|
4.36K
$429K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-92- 0.95% |
$8.63K - $9.06K
|
9.58K
$944K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-96- 3.46% |
$9.01K - $9.45K
|
2.68K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-100- 4.3% |
$9.39K - $9.84K
|
2.23K
$219K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-103- 3.78% |
$9.67K - $10.1K
|
2.62K
$258K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 2.4% |
$9.85K - $10.3K
|
4.26K
$420K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-105- 2.42% |
$9.85K - $10.3K
|
4.23K
$417K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-114- 11.41% |
$10.7K - $11.2K
|
885
$87.2K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-118- 3.29% |
$11.1K - $11.6K
|
3.46K
$341K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 32.7% |
$11.3K - $11.8K
|
247
$24.3K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-125- 0.28% |
$11.7K - $12.3K
|
45.1K
$4.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-130- 0.49% |
$12.2K - $12.8K
|
26.6K
$2.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-131- 2.98% |
$12.3K - $12.9K
|
4.26K
$420K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-133- 82.61% |
$12.5K - $13.1K
|
28
$2.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-133- 2.06% |
$12.5K - $13.1K
|
6.33K
$624K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-137- 7.92% |
$12.9K - $13.5K
|
1.59K
$157K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-138- 1.76% |
$13K - $13.6K
|
7.71K
$759K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-143- 26.53% |
$13.4K - $14.1K
|
396
$39K
|