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 13, 2023 Q3 2023
Columbus Macro, LLC

SELL
 -
-319
- 5.46%
$29.9K - $31.4K
5.53K $544K
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

SELL
 -
-345
- 2.4%
$32.4K - $34K
14K $1.38M
Oct 30, 2023 Q3 2023
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-350
- 4.13%
$32.8K - $34.5K
8.12K $799K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-371
- 0.28%
$34.8K - $36.5K
131K $12.9M
Oct 18, 2023 Q3 2023
Ballast, Inc.

SELL
 -
-371
- 2.26%
$34.8K - $36.5K
16K $1.58M
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
SELL
 -
-373
- 13.18%
$35K - $36.7K
2.46K $242K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-380
- 41.26%
$35.7K - $37.4K
541 $53.3K
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

SELL
 -
-381
- 4.77%
$35.8K - $37.5K
7.61K $750K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-388
- 0.22%
$36.4K - $38.2K
174K $17.1M
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-391
- 4.44%
$36.7K - $38.5K
8.41K $829K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-397
- 2.16%
$37.3K - $39.1K
18K $1.77M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

SELL
 -
-400
- 13.95%
$37.5K - $39.4K
2.47K $243K
Oct 30, 2023 Q3 2023
Cfo4 Life Group, LLC

SELL
 -
-405
- 3.21%
$38K - $39.9K
12.2K $1.2M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

SELL
 -
-409
- 18.05%
$38.4K - $40.3K
1.86K $183K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-411
- 17.2%
$38.6K - $40.5K
1.98K $195K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

SELL
 -
-411
- 2.41%
$38.6K - $40.5K
16.6K $1.64M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-418
- 1.88%
$39.2K - $41.1K
21.8K $2.15M
Nov 08, 2023 Q3 2023
Burney CO

Reston, VA
SELL
 -
-419
- 5.79%
$39.3K - $41.2K
6.82K $671K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

SELL
 -
-432
- 71.76%
$40.5K - $42.5K
170 $16.7K
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

SELL
 -
-434
- 0.51%
$40.7K - $42.7K
83.8K $8.26M
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-445
- 2.61%
$41.8K - $43.8K
16.6K $1.63M
Nov 30, 2023 Q3 2023
Pfs Partners, LLC

Mine Hill, NJ
SELL
 -
-461
Closed
$43.3K - $45.4K
0 $0
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

SELL
 -
-464
- 12.7%
$43.5K - $45.7K
3.19K $314K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-482
- 11.09%
$45.2K - $47.4K
3.86K $381K
Oct 17, 2023 Q3 2023
Alhambra Investment Partners LLC

SELL
 -
-486
- 15.0%
$45.6K - $47.8K
2.75K $271K
Nov 07, 2023 Q3 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-486
- 0.69%
$45.6K - $47.8K
69.8K $6.88M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-492
- 0.49%
$46.2K - $48.4K
99.6K $9.81M
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

SELL
 -
-496
- 11.71%
$46.5K - $48.8K
3.74K $368K
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

SELL
 -
-500
- 8.59%
$46.9K - $49.2K
5.32K $524K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-503
- 7.22%
$47.2K - $49.5K
6.46K $637K
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

SELL
 -
-504
- 7.88%
$47.3K - $49.6K
5.9K $581K
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-510
- 0.52%
$47.9K - $50.2K
97.2K $9.57M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-512
- 8.34%
$48.1K - $50.4K
5.63K $554K
Oct 31, 2023 Q3 2023
Cahill Wealth Management, LLC

Portage, MI
SELL
 -
-516
- 1.87%
$48.4K - $50.8K
27.1K $2.67M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

SELL
 -
-524
- 9.26%
$49.2K - $51.6K
5.13K $506K
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

SELL
 -
-529
- 3.17%
$49.6K - $52.1K
16.2K $1.59M
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-534
- 19.59%
$50.1K - $52.6K
2.19K $216K
Nov 09, 2023 Q3 2023
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-538
- 2.25%
$50.5K - $53K
23.4K $2.31M
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-547
- 13.73%
$51.3K - $53.8K
3.44K $338K
Oct 13, 2023 Q3 2023
Stordahl Capital Management, Inc.

SELL
 -
-559
- 19.6%
$52.5K - $55K
2.29K $226K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-563
- 1.71%
$52.8K - $55.4K
32.3K $3.18M
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-573
- 22.0%
$53.8K - $56.4K
2.03K $200K
Nov 08, 2023 Q3 2023
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-580
- 12.66%
$54.4K - $57.1K
4K $394K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-582
- 3.32%
$54.6K - $57.3K
16.9K $1.67M
Nov 08, 2023 Q3 2023
Davidson Trust CO

SELL
 -
-585
- 2.51%
$54.9K - $57.6K
22.7K $2.24M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
SELL
 -
-602
- 9.6%
$56.5K - $59.3K
5.67K $559K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
SELL
 -
-610
- 1.49%
$57.2K - $60K
40.4K $3.98M
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

SELL
 -
-617
- 2.1%
$57.9K - $60.7K
28.8K $2.84M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

SELL
 -
-626
- 20.71%
$58.8K - $61.6K
2.4K $236K

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