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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1K- 67.27% |
$93.9K - $98.5K
|
487
$48K
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1K- 50.99% |
$94.2K - $98.8K
|
965
$95.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.02K- 90.62% |
$96.1K - $101K
|
106
$10.4K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.04K- 24.88% |
$97.7K - $102K
|
3.14K
$310K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.08K- 0.32% |
$101K - $106K
|
338K
$33.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.08K- 4.78% |
$102K - $107K
|
21.6K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.09K- 31.07% |
$102K - $107K
|
2.42K
$239K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.1K- 17.1% |
$103K - $108K
|
5.32K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 7.02% |
$103K - $108K
|
14.6K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.13K- 7.84% |
$106K - $111K
|
13.3K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.16K- 19.41% |
$109K - $114K
|
4.83K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.18K- 13.98% |
$111K - $116K
|
7.27K
$716K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.21K- 19.88% |
$114K - $119K
|
4.89K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.23K- 0.97% |
$115K - $121K
|
126K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 6.92% |
$115K - $121K
|
16.5K
$1.63M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.85% |
$115K - $121K
|
19.8K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 4.64% |
$117K - $122K
|
25.5K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.26K- 7.11% |
$119K - $124K
|
16.5K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.29K- 10.71% |
$121K - $127K
|
10.7K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.3K- 0.38% |
$122K - $127K
|
339K
$33.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.3K- 28.26% |
$122K - $128K
|
3.3K
$325K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.31K- 20.56% |
$123K - $129K
|
5.05K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.36K- 11.33% |
$128K - $134K
|
10.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.37K- 5.58% |
$129K - $135K
|
23.2K
$2.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.42K- 90.42% |
$133K - $139K
|
150
$14.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.42K- 23.57% |
$133K - $140K
|
4.6K
$453K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.44K- 10.31% |
$135K - $142K
|
12.6K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.45K- 5.94% |
$136K - $143K
|
22.9K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.45K- 13.36% |
$136K - $143K
|
9.41K
$927K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.48K- 5.7% |
$139K - $146K
|
24.5K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.49K- 38.4% |
$140K - $146K
|
2.39K
$235K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.51K- 1.12% |
$141K - $148K
|
132K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 3.43% |
$143K - $150K
|
43.1K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.55K- 24.33% |
$146K - $153K
|
4.83K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.55K- 2.87% |
$146K - $153K
|
52.6K
$5.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.58K- 11.37% |
$149K - $156K
|
12.3K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.59K- 21.18% |
$149K - $157K
|
5.93K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.6K- 99.94% |
$150K - $157K
|
1
$98.5
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.6K- 32.94% |
$150K - $158K
|
3.26K
$322K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.62K- 11.27% |
$152K - $159K
|
12.7K
$1.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 40.08% |
$154K - $161K
|
2.45K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.66K- 18.79% |
$156K - $164K
|
7.19K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.71K- 2.55% |
$160K - $168K
|
65.2K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.71K- 17.17% |
$161K - $169K
|
8.26K
$814K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.72K- 10.07% |
$162K - $170K
|
15.4K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.76K- 1.13% |
$165K - $173K
|
154K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-1.76K- 8.55% |
$166K - $174K
|
18.9K
$1.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.77K- 34.8% |
$166K - $174K
|
3.31K
$327K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.78K- 6.42% |
$167K - $175K
|
25.9K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.78K- 0.82% |
$167K - $175K
|
216K
$21.3M
|